![2997: [Part 1] How and Why to Pass on Financial Values to Your Heirs by Kathleen Coxwell of Boldin on Financial Legacy Planning](https://images.beamly.com/fetch/https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F930bddb8-3fb6-11f1-ba36-a790044fb5ae%2Fimage%2F3193fc63fe408589b929968e4f8f1235.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress?w=365)
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Episode 2997:
Kathleen Coxwell emphasizes that the most meaningful inheritance isn’t wealth, but the financial values that shape how it’s used. By teaching principles like earning, investing, credit, and purposeful work, you can equip your heirs with the mindset to build lasting success. These lessons offer a roadmap for raising financially capable, thoughtful individuals who can sustain and grow any legacy.
Read along with the original article(s) here: https://www.boldin.com/retirement/passing-on-financial-values-to-your-heirs/
Quotes to ponder:
"The best inheritance is the set of financial values that teach respect for money."
“Enough money so that they would feel they could do anything, but not so much that they could do nothing.”
"Give a man a fish and he eats for a day; teach a man to fish, and he’ll eat for a lifetime."
Episode references:
Rich Dad Poor Dad: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
Ikigai: The Japanese Secret to a Long and Happy Life: https://www.amazon.com/Ikigai-Japanese-Secret-Long-Happy/dp/0143130722
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