• 096: Creating a Financial Legacy: The Power of Wills, Trusts, and Mentorship feat. Kelton Todd

  • Oct 11 2024
  • Length: 40 mins
  • Podcast

096: Creating a Financial Legacy: The Power of Wills, Trusts, and Mentorship feat. Kelton Todd

  • Summary

  • In this episode of the Without Fear of Her Future podcast, hosts Tresa Todd and Melissa Baker are joined by special guest (and co-founder of WREIN!) Kelton Todd to dive into the importance of financial education beyond what traditional schooling offers. They discuss how traditional education was designed to create workers, not thinkers, and how gaining a financial education can set you apart. The conversation covers practical steps for setting up wills and trusts, the benefits of having a clear estate plan, and why it's essential to start building a legacy now. Kelton shares insights on leveraging whole life insurance and trusts for both living benefits and long-term impact. This episode is packed with advice on creating a seamless financial transition to the next generation and leaving behind more than just wealth—building a legacy of values and purpose.

    ___

    Join the #1 Virtual MasterClass for women looking to take control of their financial futures.

    Over 200k women, just like you, have taken this class…

    Some have left their 9-5’s, gotten out of debt, built profitable portfolios, and a few have even become millionaires.

    No experience, special licenses, or tech skills required!

    Starting from where you’re at right now…

    Tresa Todd, founder of the Women’s Real Estate Investors Network, will guide you through the exact strategies she used when she started her real estate investing journey.

    (Like how she made $20,000 on very first deal!)

    You’ll learn the 3-Step Proven Process that has helped thousands of women make real money and change their futures forever. If they could do it, and Tresa could do it…

    Why can’t you?

    Visit www.withoutfearofherfuture.com to grab your spot now!

    SEO

    Real Estate Investing, Legacy Building, Financial Education, Financial Planning, Financial Literacy, Financial Freedom, Rental Properties, Estate Planning, Scaling Your Portfolio, Entrepreneurship, Passive Income Strategies, Building Wealth, Inspirational Journeys, Quitting 9-5, Real Estate Education, Investment Strategies, Success Stories, Empowering Entrepreneurs, Fun in Real Estate


    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about 096: Creating a Financial Legacy: The Power of Wills, Trusts, and Mentorship feat. Kelton Todd

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.