『Rethinking Retirement, Wealth & What We Leave Behind | Whitney Thompkins | Legacy Planner Educator & Founder of Your Family, Your Legacy』のカバーアート

Rethinking Retirement, Wealth & What We Leave Behind | Whitney Thompkins | Legacy Planner Educator & Founder of Your Family, Your Legacy

Rethinking Retirement, Wealth & What We Leave Behind | Whitney Thompkins | Legacy Planner Educator & Founder of Your Family, Your Legacy

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What if building generational wealth starts with something even more valuable: generational knowledge? Financial planner and entrepreneur Whitney Thompkins joins Kara Duffy to unpack why so many families have never been taught how money, insurance, trusts, and long-term financial planning actually work. Together, they explore how to protect what you build, prepare for retirement, plan for the unexpected, and create a legacy that gives the next generation a stronger place to start. Whitney shares why financial protection should come before wealth building, how women can take greater ownership of their financial futures, and why defining what truly matters to you may be the most important financial decision of all. The Powerful Ladies podcast, hosted by business coach and strategist Kara Duffy features candid conversations with entrepreneurs, creatives, athletes, chefs, writers, scientists, and more. Every Wednesday, new episodes explore what it means to lead with purpose, create with intention, and define success on your own terms. Whether you're growing a business, changing careers, or asking bigger questions, these stories remind you: you're not alone, and you're more powerful than you think. Explore more at thepowerfulladies.com and karaduffy.com. INSTA: @yourfamilyyourlegacy WEBSITE: https://www.yourfamilyyourlegacy.com/ --------------------------------------------------- 00:00 — Meet Whitney Thompkins & Your Family, Your Legacy 02:00 — Why Financial Education Is Missing From So Many Families 04:00 — Generational Wealth vs. Generational Knowledge 07:00 — Breaking Into a Financial Industry That Didn't Look Like Her 09:00 — Life Insurance: Term vs. Permanent Policies 11:00 — Why Millennials May Never Really “Retire” 13:00 — Redefining Retirement Around What You Value 15:00 — How Much Life Insurance Do You Really Need? 17:00 — Planning for Your Family’s Future 19:00 — The Sandwich Generation & Protecting What You Build 21:00 — Why Protection Comes Before Wealth Building 23:00 — Trusts, Life Insurance & Protecting Your Assets 26:00 — How Starting Early Can Close the Wealth Gap 28:00 — Wills, Trusts & Keeping Assets Out of Probate 31:00 — How to Start Having Financial Conversations 32:00 — Turning Your Wishes for Your Parents Into Plans for Yourself 34:00 — Paying Things Off Before Retirement 37:00 — Talking to Your Family About Their Legacy 39:00 — Rethinking the American Dream 41:00 — Entrepreneurship, Freedom & the Value of Time 43:00 — Defining What Really Matters to You 44:00 — Whitney’s Request for Guidance, Stillness & Gratitude 46:00 — Closing Learn more about your ad choices. Visit podcastchoices.com/adchoices
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