19 minutes | Feb 19th 2021

Wisdom Transfer

Our topic for episode twelve is Wisdom Transfer. It’s common in the world of finance to hear the term, wealth transfer. Wealth transfer is the process of passing your assets to your family in the most efficient way. But our guest today says, if you transfer your wealth without wisdom, it’s possible it could do more harm than good for your children. Our guest today is Jeff Rogers. He knows a lot about Wisdom Transfer. Jeff is the living legacy of his grandmother, Gram Rogers. She was the spiritual anchor in Jeff’s life, and a key reason for his walk of faith.   He is the Founder and Chairman of Stewardship Legacy Coaching and Stewardship Advisory Group. He has over 30 years of experience in helping financially blessed families build strong and lasting legacies. Jeff serves on the Central Florida Board of Compass—finances God’s way and the ministry GenerousChurch. He is also the author of the book, Creating A Thriving Family Legacy.
Play
Like
Play Next
Mark
Played
Share