How to Protect Your Assets as a First-Gen Wealth Builder

In this solo episode of Money Noticias podcast, Israel and Sunem discuss the importance of protecting assets as first-generation wealth builders. They share personal updates and talk about the need to have beneficiaries on investment accounts and wills to ensure assets are passed down properly.

P.S. In the episode, we said that tax season ends April 16, but the last date to submit taxes is actually April 15!

In this episode you will learn:

• Why having beneficiaries on investment accounts and a will is crucial for protecting assets and ensuring they are passed down properly.
• Why you should consider getting a prenup or postnup 
• The importance of passing down financial knowledge and healthy money habits to future generations is essential for protecting assets and building generational wealth.
• Why healing and improving our own relationship with money is important to prevent passing down negative money mindsets and behaviors.
• How to take control of your financial future and empower yourself to protect your assets and build wealth.

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Other Episodes You Will Enjoy

• Which is Better Real Estate Investing or Stock Market Investing?
• How to Approach your Homeownership Journey with Intentionality
• Making Your Money Work Hard for You
• Building Wealth and Protecting Your Assets with Adriana Galvan | Adriana Talks Dinero

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