High-income professionals nearing retirement often master earning and growing money but skip two critical skills: preserving wealth and transferring it to the next generation. Without these, you can't build generational wealth.
People that are high-income earners well into their career, maybe even 5 to 10 years away from retirement. As I'm having thousands of conversations with these investors, I'm like, wait a second, you don't understand all the 6 ways to keep your wealth. Like, you've been so focused on creating it with your day-to-day income and growing it, which are great. Those are 2 skill sets you have to master. But there's 2— if you want to cross the finish line and actually build true wealth for yourself and generational wealth for your family, you have to master the other 2 skill sets, which is keeping wealth and learning how to pass it on effectively.
