From Growth to Legacy: How to Protect Wealth Every Investor Builds скачать в хорошем качестве

From Growth to Legacy: How to Protect Wealth Every Investor Builds

How do you protect the wealth you’re building? Growth without protection is just risk. This bonus session from the Wealth With Ro cohort walks through the protection layer every investor needs once they begin building real wealth. This conversation isn’t rooted in fear, it’s rooted in stewardship, clarity, and legacy planning. When you understand your numbers and your structure, you make better financial decisions for your future and your family. In this video, we cover: 0:55 Estate planning basics (wills, trusts, beneficiaries) 4:50 Business and key person insurance 7:15 Tax awareness and why incentives are intentional 9:30 How clarity protects wealth just as much as growth Legacy isn’t just about the money you leave behind. It’s about the clarity and direction you provide while you’re here. If you’re building wealth through real estate, investing, or business ownership, this session will help you think more intentionally about protecting what you’re working so hard to build. Next Steps | Complimentary Dream → Strategy Session Book a complimentary 15-minute Dream → Strategy Session to talk through your vision, priorities, and next right step. This is a clarity conversation, not a sales call. https://calendly.com/roshondacoleman Resources Mentioned in This Video Entrusted: Building a Legacy That Lasts https://amzn.to/3Nb6U6S I’m Dead, Now What? — End of Life Planner https://amzn.to/49yrjdF The Win-Win Wealth Strategy 7 Investments the Government Will Pay You to Make https://amzn.to/3Z1ByCa ► Contact Ro Coleman   678-671-9641   rosoldit@kw.com ► Connect on Social   Instagram:   / roshondacoleman     Facebook:   / roshondakwrealtor     LinkedIn:   / roshondacoleman     Twitter:   / roshondacoleman     TikTok: @heyrotherealtor #WealthWithRo #LegacyPlanning #Stewardship #RealEstateInvesting #MoveToGeorgia #RelocationAgent #GeorgiaRealEstate #EstatePlanning #FreedomLifestyle