Leaving Money to Your Children and Grandchildren

Sound Investing

Join Paul as he is interviewed by Ed Fulbright, CPA and host of Mastering Your Money on WNCU 90.7 FM in Durham, N.C.

1. How do Grandparents decide to help with education or retirement or legacy building of their grandchildren?
2. You often recommend small cap value as the primary investment vehicle for creating legacy for your grand children. Why did you select this investment?
3. You recommend a low cost strategy for $365 per year. Can you tell our listeners about how this works?
4. You also have different options for people who may have older children or grandchildren. Can we discuss those options?
5. You suggest writing a letter to a child or grandchild. Can we discuss the power of the letter to the child or grandchild?
6. What is the best advice you have ever received?