How to Keep Your Family’s Money for Life w/ Melissa Hoyer!
In this episode, Melissa Hoyer, a financial planner and wealth coach at The Wealth Conservancy, discusses the challenges of inherited wealth and how to successfully manage and sustain generational wealth. She explains how many inheritors feel overwhelmed, the different stages of inherited wealth, and how financial coaching helps heirs transition from uncertainty to confidence. The conversation also explores estate planning, avoiding family disputes over money, and teaching financial responsibility to future generations.
Reverse Mortgages as Wealth-Building Tools with Laura Philips
In this episode of The Generations of Wealth Show, host Derek Dombeck sits down with Laura Phillips, a 30-year mortgage industry veteran specializing in reverse mortgages. They dive deep into the myths, benefits, and potential pitfalls of reverse mortgages, breaking down how they work, who they’re for, and why they may (or may not) be a good financial tool. Whether you’re a homeowner, real estate investor, or planning for retirement, this is a must-watch conversation that could change how you view home equity forever!