The Generational Wealth System

2022 New Release in Wealth Management, Retirement Planning, Estates & Trusts, Personal Taxation, Money Management CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE IN RETIREMENT! Shouldn’t we expect more from our life’s work and savings than just a secure retirement? Is traditional retirement planning failing families with short-sighted financial advice? Is this tunnel vision actually leaving your retirement and your family at risk? Avoid the retirement planning trap with this estate & financial planning strategy guide. The Retirement Planning Trap: A retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money.(FALSE!) The Financial Planning Escape: A holistic approach to wealth management is a path towards protection from taxes, long-term healthcare costs, inflation, market fluctuations, and probate. Beyond income distribution, a holistic plan should provide for a surviving spouse, include wealth transfer strategies, and much more.(YES!) Highly acclaimed Financial Planner Krista McBeath has developed a clear and systematic approach towards generational wealth. Based upon a nautical ship’s wheel, The Generational Wealth Wheel illustrates the steps towards accumulating, protecting, and transferring wealth. Together with the central hub, each of the six spokes of the captain’s wheel represents critical steps for financial stability leading to generational wealth. Wealth Anchors: These basic financial principles are the foundation for creating and preserving wealth from generation to generation. Income Streams: A sustainable cash flow plan is essential towards maintaining a lifestyle and providing for family. Safety Nets: Protect your retirement and legacy by learning how to identify and neutralize lurking threats to assets. Bold Growth: Learn the keys successful investors use to invest for growth without fear. Celebrate Abundance: How to enjoy the life you deserve while benefiting from ‘Giving while Living.’ Charted Legacy: Award-winning estate planning attorney shares the basics for sealing wishes and legally transferring assets. Tax Strategy: A tax strategy incorporating the three major tax stages is the ‘hub’ for a systematic wealth management plan. Krista McBeath developed this simple, systematic approach to financial stewardship out of love for her own family. With a passion for helping others, she shares the keys for living a life of abundance while protecting what’s most important to us. “As I reflect on the journey to bringing this book public, I hope people see the passion behind it, especially with my personal stories. I know most wouldn’t read a book on money, but you’ll quickly find, at the heart of this book is love for family.” The Generational Wealth System is not just about the size of the bank account and what to do with it. At the core, it’s for those concerned about the well-being of their spouse, children, and future generations. It’s for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. This book is for the legacy makers. It is for those who have family or causes dear to their heart and wish to make a difference. Don’t place your estate in jeopardy by waiting. It’s time to start planning—after all, 2020 and 2021 have taught us that anything can happen. For the sake of what’s most precious to you, stabilize your retirement while securing your legacy. Get this book for your family, today!

Are You Sick and Tired of Losing Money Every Time the Stock Market Drops? The personal finance model we all have been taught of putting money into 401k plans and borrowing from banks is officially broke. Today 95 percent of Americans die without any real wealth because along the way banks, Wall Street, Uncle Sam, and asset depreciation take almost all of our money. The Perpetual Wealth System will show you how to reverse all of those and create guaranteed, systematic, tax-free, and generational wealth. Discover how to never lose a dime of your money in the stock market again, stop turning your money over to Uncle Sam’s control with your 401k and other qualified plans, make sure your money grows every year guaranteed, use “reverse money flow” to retire years earlier with a pile of tax-free cash, create a passive cash flow machine by leveraging the current real estate downturn, start your own family and small business financing company and never need a bank again, and recapture lost depreciation on cars, boats, motorcycles, and other items to create wealth. It’s time for you to take control of your own money and learn the long-hidden secrets of banks, major corporations, and wealthy family dynasties. Find out how to make long-term wealth your future reality!

Three Principles for Long-Lasting Wealth and Enduring Family Legacy First-generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth and avoiding what is known in the field as the Shirtsleeves to Shirtsleeves phenomenon. In this book, preeminent wealth management experts and seasoned entrepreneurs Robert Balentine and Adrian Cronje of the storied wealth management firm Balentine LLC help readers think through in a very personal way what it takes to build a meaningful legacy and best support future generations. They offer their first-hand perspective on not only the financial, but also the emotional and psychological challenges that entrepreneurs commonly face and share their Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy: - Don't Mistake Wealth For Legacy - Distinguish between Your Business and The Business of Your Family - See The World Through The Next Generation's Eyes First-Generation Wealth shares stories that illuminate these guiding principles and also provide tactical steps entrepreneurs at any stage of their wealth and life journey can take to incorporate them into their long-term strategies.

A new approach called the Generational Wealth Management Continuum incorporates family assets which are often overlooked into a more effectively integrated family wealth portfolio and outlines a wealth management process that sheds new light on risk management and asset protection strategies. In a changing world, this book offers families access to the tools they need to safely and successfully navigate the waters toward family wealth flourishing. The book is designed to serve families of wealth who are experiencing transition or who are facing other challenging issues. Such issues may include: Families of wealth wishing their wealth to serve them for five generations or longer. Families whose governance systems do not serve them as well as they would wish; families who are looking to set up a governance system for their families. Families who do not fully understand what governance is or what it is supposed to do for them. Families who are thinking of creating a family office or a family office entity. Families of wealth who have yet to find an optimal wealth management solution. Families of wealth who have difficulty making decisions together or who have members who are unhappy with the decisions that are made and more. It is also designed to benefit: Advisors to families of wealth who desire deeper relationships with their clients. Advisors to families of wealth wishing to foster relationships with multiple generations. Advisors to families of wealth working with multi-cultural families. Advisors wishing to clearly distinguish their services from those of their competitors.

Building Wealth is about the 7 steps process if you follow that will help you build wealth for you and generations to come. Wealth does not happen, but it is a well-planned practical financial system to implement in everyday financial life. This book will teach you step by step how to create generational wealth and achieve financial freedom through investment, asset accumulation, passive income. Here is what you will know how to practice after you read "Building Wealth" 10% of your income is yours to keep for your future The 70/30 financial system Automatic investing Automatic Dept Payment Automatic passive income investing How to Increase your financial EQ Generational wealth

The personal finance model we all have been taught of putting money into 401k plans and borrowing from banks is officially broke. Today 95 percent of Americans die without any real wealth because along the way banks, Wall Street, Uncle Sam, and asset depreciation take almost all of our money. The Perpetual Wealth System will show you how to reverse all of this and create guaranteed, systematic, tax-free, and generational wealth.

This book is a personal development blueprint that helps in proffering solution to blind spots. The ideology of this book relies on the motion that we all have a poverty (financial, health, divorce etc) in our lives. Meanwhile, the best solution to poverty is to be conscious of it and develop yourself to the point of prosperity. Move over, the process of growth into prosperity is determined by many factors that are within and outside our control, those factors beyond our control we have no or little action we can do to mitigate the effect on us, but those factors within our control can effectively by utilise to our advantage. Unfortunately, many people are not aware about how to use the factors to free themselves from poverty. Fortunately, this book helps to diagnose your poverty status, give you awareness to various indicators that shapes your status, explore various growth solutions, and how to apply the solutions in order to start swimming in a lasting prosperity. Using historical and real-life case studies, as well as natural and social economic indicators like habitat, employment, social media, street, religion, and poverty to logically proffer insightful solutions. Therefore, if you want to grow into prosperity irrespective of your past and present circumstances, this book is for you.

For decades, a secret army of tax attorneys, accountants and wealth managers has been developing into the shadowy Wealth Defence Industry. These ‘agents of inequality’ are paid millions to hide trillions for the richest 0.01%. In this book, inequality expert Chuck Collins, who himself inherited a fortune, interviews the leading players and gives a unique insider account of how this industry is doing everything it can to create and entrench hereditary dynasties of wealth and power. He exposes the inner workings of these “agents of inequality”, showing how they deploy anonymous shell companies, family offices, offshore accounts, opaque trusts, and sham transactions to ensure the world’s richest pay next to no tax. He ends by outlining a robust set of policies that democratic nations can implement to shut down the Wealth Defence Industry for good. This shocking exposé of the insidious machinery of inequality is essential reading for anyone wanting the inside story of our age of plutocratic plunder and stashed cash.