What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig
#725: Most people assume their financial advisor is legally required to put their interests first. That's not always true. Andrea Baumann Lustig, a wealth advisor with 30 years of experience, joins us to walk through the blind spots she sees most often in legacy planning -- the deeply held beliefs that quietly…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from Afford Anything | Get Smarter With Money
See all episodes →
Q&A: $1 Million Invested, $100K a Year to Live On. Do We Ever Need to Save Again?
My Bank Account Hit Zero ... Then I Got Rich -- with Jaspreet Singh of Minority Mindset
Q&A: "I’m 26 and No Longer Motivated by Money. Am I Unemployable?”
Similar episodes from other shows
More like Afford Anything | Get Smarter With Money →
Avoid These 7 Common Estate Planning Mistakes
Estate Planning With Estate Lawyer Mark Moss
Give Your Family the Gift of an Estate Plan, and Ask the Same of Them
Estate Planning Made Simple and How to Handle Family Loans
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.