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Tag: financial literacy

June 19, 2026By Paula Pant

#725: What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig

When it comes to our money, the things we feel most certain about are often the exact blind spots that quietly derail our long-term plans.

We hold onto financial beliefs as if they’re religion or politics, rarely checking if they actually serve our long-term legacy goals.

Veteran […]

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