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Podcast: Apogee Strong
Episode: Rachel Marshall: Building a Legacy - Strategies for Passing on Wealth and Values
Description: Creating financial security for your family often feels like a complex journey, with numerous choices and potential trade-offs along the way. Many people find it tricky to balance day-to-day expenses with the goal of building long-term savings and investments. Starting with small, steady efforts—such as budgeting, managing debt, and setting aside funds for the future—can gradually build momentum. With a clear vision and thoughtful planning, you can work toward a stable, prosperous foundation that supports your family’s financial well-being.
Rachel Marshall is an entrepreneur, mother of three, and a passionate advocate for family legacy planni...