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The Art of Building Legacy: Multi-Generational Wealth Transfer, Motive, & Advisor Relationships With Joe Strazzeri, Esq.
On this episode of Pathways with Amber Stitt, Joe Strazzeri explores the importance of teaching financial independence to the next generation and building synergy within affluent families. He shares insights on mentorship, healthy family dynamics, and how adversity shapes success, emphasizing honest communication and collaborative teams as key tools for sustaining generational wealth.
24 hours ago3 min read


Financial Planning Retirement Myths: Sanjay Tolani on Crystralizing Multi-Generational Wealth
In this episode of Pathways e3, Sanjay Tolani challenges conventional financial wisdom by urging listeners to "stop thinking diversification" and focus on concentration for wealth creation. Sharing his journey from selling his first policy as a young advisor to building generational wealth, he offers actionable insights on legacy, succession, and protecting family and income for the future.
Dec 233 min read
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