S1E61: Passing On Non-Financial Assets With Laura Roser

The John Chapman Show Podcast

English - December 11, 2020 23:06 - 33 minutes - 30.5 MB - ★★★★★ - 4 ratings
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Previous Episode: S1E60: Charitable Giving using a Donor Advised Fund with Kyle Casserino

Next Episode: S1E62: Best and Worst Financial Habits for 2021

On today's episode John talks with Laura Roser, founder of Paragons Road and author of Your Meaning Legacy to talk about how to pass on non-financial assets.

During the episode Laura talks about:

How to package and maintain some of your families most valuable non-financial assets through the use of pictures, letters, books and audio files
The importance of having of having a family Mission Statement and significance of having family meetings
The top 5 things people want to know about their grandparents

At the end, Laura also shares some notable research on the benefits of children learning their families story as a way to feel more grounded and find a deeper sense of meaning in life.

For more information on Laura, please check out

website: https://paragonroad.com/
book: https://www.amazon.com/Your-Meaning-Legacy-Cultivate-Non-Financial-ebook/dp/B07BJCC5TL

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