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Podcast: The Influential Advisor
Episode: 076: Intentional Legacy: Aligning Wealth and Values Across Generations
Description: This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how legacy isn't something you plan for at the end of life, but something you live every day through your financial decisions, family interactions, and the values you demonstrate and pass on to future generations.Guest InformationMorgan Nichols: Financial advisor at Ameriprise for 10 years, comes from a family of financial advisorsKelly Bays: Financial advisor at Ameriprise for 19 years, joined the profession...