OM DENNE EPISODE
Learn how to build generational wealth and navigate the complex financial issues of being the first in your family to get ahead financially.
Generational wealth expert India Elliott, a financial advisor at Wells Fargo Advisors, joins hosts Sean Pyles, CFP®, and Elizabeth Ayoola to answer listener questions about building — and protecting — wealth that lasts. One listener, a first-gen college grad who relocated out of a small Ohio town, wants to understand how to build “real wealth” for himself and his family; India walks through her four pillars (earn, manage, protect, and grow) and explains how tools like trusts, life insurance, and estate plans could pass assets to the next generation with fewer taxes and fewer family disputes. A second listener has her own finances in order but struggles with watching loved ones make financial choices that worry her, navigating the concept of the “Black tax,” and figuring out when — and how — to say no to financial requests without guilt or compromising her own path to generational wealth.
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*The show notes were created with the assistance of AI. They have been reviewed by our editorial team for accuracy and quality.
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