Welcome to Building Generational Wealth, the podcast that dives deep into strategies for creating, preserving, and passing down wealth across generations. Hosted by Jacqueline Wilson, this show provides actionable insights and expert advice to help families build a lasting legacy and manage their wealth with purpose.

In today’s episode, we focus on the often overlooked yet vital aspect of wealth management—Documenting Wealth Values. It’s not just about building wealth; it’s about defining the why behind it. Why do we want to accumulate wealth? What values guide how it should be used? And how can we ensure that future generations manage it responsibly?

Through documenting your family's wealth values, you establish a clear financial philosophy that can guide decisions and preserve family unity for generations to come. Join us as we discuss the importance of creating a Wealth Values Document, setting clear expectations for future generations, and implementing these values into your family's financial culture.

Key Topics Covered:

• Why documenting wealth values is essential for long-term financial success
• How to define the core purpose of your family’s wealth
• Principles of financial stewardship, generosity, and education
• Setting expectations for future generations and creating a financial education plan
• How to align estate planning with your family’s wealth values

Building Generational Wealth equips families with the tools and knowledge they need to leave more than just money—they leave behind a legacy of values, wisdom, and financial responsibility.

Subscribe now on Spotify, Apple Podcasts, or Amazon Music to start building a lasting financial legacy that will endure for generations.

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Welcome to Building Generational Wealth, the podcast that empowers families to create, grow, and preserve wealth for generations to come. Hosted by Jacqueline Wilson, each episode is packed with practical advice, actionable strategies, and expert insights to help you build a lasting financial legacy.

In this episode, we’re tackling one of the most essential yet often overlooked aspects of wealth creation: Educating the Family on Financial Literacy. Financial literacy isn’t just about numbers—it’s about instilling a mindset, discipline, and strategy for managing money responsibly. Whether you’re teaching young children how to save or guiding adults on estate planning, financial education should be a core value in every family.

Key Topics Covered:

• Why financial literacy is crucial for long-term wealth building
• How to teach money management to family members of all ages
• Breaking generational money habits and creating a culture of wealth-building
• Practical strategies for long-term wealth preservation, including estate planning and philanthropy

Building Generational Wealth will equip you and your family with the tools and knowledge to make smarter financial decisions, break negative financial cycles, and ensure your wealth lasts for generations.

Subscribe now on Spotify, Apple Podcasts, or Amazon Music to start building a legacy of financial freedom and responsibility.

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In this episode, host Jacqueline Wilson takes you through the essential process of conducting a financial audit—a powerful tool for achieving financial stability and growth. Whether you're just starting your financial journey or managing significant assets, this episode provides actionable steps to assess your financial health, identify opportunities, and align your habits with your long-term wealth-building goals.

🌟 What You’ll Learn:

• Why a Financial Audit Matters: Understand how a financial audit provides clarity, aligns your spending with your goals, and uncovers hidden opportunities.

• Step-by-Step Guide: Learn how to list your assets, account for liabilities, evaluate income and cash flow, review spending habits, and assess savings, investments, and insurance.

• Turning Insights into Action: Discover how to use your audit results to address weak points, reallocate resources, increase cash flow, and set clear financial goals.

• Tools and Professionals: Explore budgeting apps, net worth calculators, and the role of financial advisors in enhancing your audit process.

🔍 Perfect For:

• Beginners looking to take control of their finances.

• Seasoned investors aiming to refine their financial strategies.

• Anyone passionate about building a lasting financial legacy for their family.

📈 Why Listen?

• Expert Guidance: Jacqueline breaks down complex financial concepts into simple, actionable steps.

• Real-World Strategies: Learn how to identify financial leaks, optimize your portfolio, and align your spending with your values.

• Generational Impact: Discover how a financial audit can set the foundation for long-term wealth creation and stability.

📩 Connect with Us:

• Follow us on [Social Media Handles] for exclusive tips, updates, and behind-the-scenes content.

• Subscribe to Building Generational Wealth on [Spotify/Apple Podcasts/Amazon Music] to never miss an episode!

🎧 Tune in now and take the first step toward financial clarity and long-term wealth creation.

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