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 225 The Foundation of Silicon Valley with Ron Wittier

Ep 225 The Foundation of Silicon Valley with Ron Wittier

Ron Whittier Interview Introduction Intel Corporation was founded in 1968 by Robert Noyce and Gordon Moore, who left Fairchild Semiconductor to start their own company. In the early years from 1970 to...

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EP224  Navigating the Landscape of Investment and Entrepreneurship with Martin Tobias

EP224 Navigating the Landscape of Investment and Entrepreneurship with Martin Tobias

Martin Tobias: Navigating the Landscape of Investment and Entrepreneurship In the ever-evolving world of investment and entrepreneurship, few voices resonate with the depth of experience and insight q...

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Ep223 Life After a Successful Exit

Ep223 Life After a Successful Exit

Michael J. Firestone, CFA  https://www.linkedin.com/in/michaeljfirestone/ Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams. We empower ou...

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Ep 221 Key Insights into Mergers and Acquisitions

Ep 221 Key Insights into Mergers and Acquisitions

Karen (Kovaleski) Traversi, SHRM-CP https://www.linkedin.com/in/karenmtraversi/   I work with CEOs that are going through transitions or disruptive stages due to M&A activity, growth, upscaling market...

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Ep 220 Preparing to Sell Your Business

Ep 220 Preparing to Sell Your Business

Tyler Marin, CPA https://www.linkedin.com/in/thinktyler/   Have you ever felt like your business is capable of more but just can't seem to break through to the next level? I'm Tyler, and I turn thos...

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Ep 220 Making Millions in Pet Music with Amman Ahmed

Ep 220 Making Millions in Pet Music with Amman Ahmed

Show notes for Amman Ahmed. Amman Ahmed is a seasoned entrepreneur with a diverse background in e-business, venture-backed startups, and brand building. With a keen eye for identifying market niches a...

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Ep 219 Advisory Boards and Your Company with Louise Broekman

Ep 219 Advisory Boards and Your Company with Louise Broekman

Board Dynamics and Advisory Roles with Louise Broekman In this episode, we dive deep into the world of corporate governance and advisory boards with esteemed guest Louise Broekman. Louise brings a wea...

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Ep218 Better Business Practices with Joe Siecinski

Ep218 Better Business Practices with Joe Siecinski

Show notes Joe Siencinski 2nd interview https://www.linkedin.com/in/joesiecinski/       My passion is mentoring CEOs and Executive Teams who want to be in control of the growth and expansion of their ...

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