Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill discuss the book, Die with Zero by Bill Perkins. This is the first in a series of podcasts about leaving a legacy. - How much would you like to leave to your loved ones? What else, other than money, would you like them to carry forward? - How do you do this? - How do you keep them from being spoiled?
In Die With Zero, Bill Perkins makes the case that people are saving too much money and not spending enough money to create memories with their loved ones. While we are alive, we should do things with the people we love, and help the people we love financially, so that we can enjoy “memory dividends” later in life.
The experts discuss this intriguing idea and also criticize some of the shortcomings. In the first of a multi-part podcast series on legacy, Die with Zero starts an interesting conversation, to say the least!
Learn more about legacy, and schedule a free set of discovery meetings, here:
https://www.assetsandincome.com/our-process-our-promise/