In this engaging episode, we welcome Joseph Beckford, who shares his adventurous experience of learning to e-foil at 60—an inspiring reminder that growth and new experiences have no age limit.
The core of our discussion revolves around The Legacy Will, a valuable tool designed to help individuals capture and preserve their family’s stories, values, and traditions for future generations. We highlight the importance of estate planning beyond financial assets—focusing on the memories, values, and wisdom that truly define a legacy. From cherished family recipes to life lessons and personal philosophies, The Legacy Will serves as a meaningful way to pass down what matters most.
We also discuss how storytelling connects generations and ensures that important family traditions and wisdom are not lost over time. Whether it’s writing down family values, capturing favorite quotes, or preserving memorable moments, The Legacy Will is a powerful way to be intentional about how you are remembered.
Don’t leave your legacy to chance—start preserving it today! Download your copy of The Legacy Will using this link and begin capturing your family’s unique story. Take the first step in shaping the impact you leave behind.
The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.
For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.
Goodwin Investment Advisory is an SEC-registered investment adviser (CRD #131193), and this episode is produced by evanced.net. This podcast is for informational purposes only and is not investment advice or a recommendation to buy or sell any financial products, securities, digital assets, or other investments. It should not be used as the basis for any financial decisions. The host and/or guests may personally hold investments mentioned in this episode. All investments involve risk, and past performance does not guarantee future results. Please consult with a qualified financial adviser, tax professional, and attorney before taking action on any information shared.
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