Common Sense Financial Podcast: Mindset & Growth

Top 10 Legacy Planning Mistakes That May Be Sabotaging Your Family’s Future

Informações:

Sinopsis

Brian Skrobonja talks about the essentials of building a multi-generational legacy that lasts. He breaks down a blueprint rooted in time-tested principles and inspired by the same structural thinking used by families like the Rockefellers. Tune in to hear the assumptions that leave heirs rudderless, the mistakes that breed entitlement, and why conventional financial tools often fail under the weight of multi-century ambitions. Whether you're building wealth or preparing to pass it on, this episode will challenge your thinking and equip you with a legacy framework designed to stand the test of time. Brian starts by reframing real financial success. It’s not just what you accumulate—but what you pass on. Without intentional legacy planning, families risk watching their values and vision fade after just one generation. Mindset 1—The absence of active legacy planning. Too many families assume wealth will transfer naturally from bank account to mindset. But without a clear plan, the next generation never learns—a