Ep 190 Generational Wealth with Stephen Lovell

2023-06-20

Show notes for Stephen Lovell On his radio show, The Good Life Made Better, Stephen made complex ideas understandable. Executives and Professionals, wealthy investors, and business owners, want a steady hand to help them choose practical ideas so they can do their work and not worry about their money. Our Mission at Lovell Wealth Management is "to help Americans preserve their heritage, because without heritage every generation must start over. We deliver comprehensive financial advice that is objective, specific,...

Show notes for Stephen Lovell

On his radio show, The Good Life Made Better, Stephen made complex ideas understandable. Executives and Professionals, wealthy investors, and business owners, want a steady hand to help them choose practical ideas so they can do their work and not worry about their money.

Our Mission at Lovell Wealth Management is "to help Americans preserve their heritage, because without heritage every generation must start over. We deliver comprehensive financial advice that is objective, specific, and confidential, in order to protect our clients and their heirs from financial risks."

Stephen has been featured in numerous publications, including MoneyMagazine, InvestmentNews, New York Times, USA Today, Business Week, Wall Street Journal, Financial Planning, Huffington Post, U.S. News and World Report, and Time Magazine.

We talk about

What are some common ways that people pass down generational wealth?

What is the future of generational wealth, and how might it change as society and the economy evolve?

How does the tax code affect generational wealth?

How can families ensure that their wealth is used for positive purposes across multiple generations?

Connect with Stephen

https://www.linkedin.com/in/stephenflovell2/

4152548719

lovellwealthmanagement.com

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