Ep 190 Generational Wealth with Stephen Lovell

Ep 190 Generational Wealth with Stephen Lovell

Show notes for Stephen Lovell

On his radio show, The Good Life Made Better, Stephen made complex ideas understandable. Executives and Professionals, wealthy investors, and business owners, want a steady hand to help them choose practical ideas so they can do their work and not worry about their money.

Our Mission at Lovell Wealth Management is "to help Americans preserve their heritage, because without heritage every generation must start over. We deliver comprehensive financial advice that is objective, specific, and confidential, in order to protect our clients and their heirs from financial risks."

Stephen has been featured in numerous publications, including MoneyMagazine, InvestmentNews, New York Times, USA Today, Business Week, Wall Street Journal, Financial Planning, Huffington Post, U.S. News and World Report, and Time Magazine.

We talk about

What are some common ways that people pass down generational wealth?

What is the future of generational wealth, and how might it change as society and the economy evolve?

How does the tax code affect generational wealth?

How can families ensure that their wealth is used for positive purposes across multiple generations?

Connect with Stephen

https://www.linkedin.com/in/stephenflovell2/

4152548719

lovellwealthmanagement.com 

Jaksot(282)

Ep 241 Unlocking The Secrets of Family Offices with David Hamilton Nichols

Ep 241 Unlocking The Secrets of Family Offices with David Hamilton Nichols

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Ep 240 From Startup to Exit with Brian Will Serial Entrepreneur -Investor

Ep 240 From Startup to Exit with Brian Will Serial Entrepreneur -Investor

From Startup to Exit: Brian Will's Lessons on Building and Scaling Successful Businesses   Guest: Brian Will, Serial Entrepreneur, Two-Time Wall Street Journal Best-Selling Author, Business and Sales ...

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Ep 239 Scaling an Investment Ecosystem for African Tech Startups with Marsha Wulff

Ep 239 Scaling an Investment Ecosystem for African Tech Startups with Marsha Wulff

Guest: Marsha Wulff, Impact investing pioneer with 40 years of experience building corporations, managing investments, and establishing a venture capital firm focused on Africa. Key Discussion Points:...

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Ep 238 It Pays to Play with Kristi Herold

Ep 238 It Pays to Play with Kristi Herold

Bio: Kristi Herold is the founder and CEO of JAM, a multi-million-dollar global business that has connected millions of people through play since its inception as one of the largest adult recreational...

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Ep 237 The Future of Retirement Savings: Innovation and Risk Management with Dario Fusato and Tony Derossi

Ep 237 The Future of Retirement Savings: Innovation and Risk Management with Dario Fusato and Tony Derossi

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Ep 236 Marketing and Critical Thinking for Business Success With John Lenker and Kevin deLaplante

Ep 236 Marketing and Critical Thinking for Business Success With John Lenker and Kevin deLaplante

Guests: John Lenker, Marketing Strategist & Communications Artist at LENKER Kevin deLaplante, Philosopher & Marketing Specialist at LENKER Episode Summary: Join us for a fascinating conversation with...

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Ep 235 Venture Capital in Africa; Key Trends and Opportunities with Mark Kleyner

Ep 235 Venture Capital in Africa; Key Trends and Opportunities with Mark Kleyner

Show notes Mark Kleyner Mark is the co-founder of Dream VC, an entrepreneur, ecosystem builder and early-stage investor in Emerging Markets. Mark has worked within VCs in the UK, US, Europe and Africa...

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The Future of Small Business: AI & Real-Time Solutions with Sidharth Saxena (CEO, Docyt) - Episode 234

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