Infinite Dialogues with Oti Jay

Beyond the Will: How to Build and Protect Generational Wealth

29 min · Gestern
Episode Beyond the Will: How to Build and Protect Generational Wealth Cover

Beschreibung

Building wealth is only half the journey. The real challenge is protecting it, preserving it, and ensuring it benefits future generations. In this episode of Infinite Dialogues with OtiJay, we sit down with Matt Meredith, wealth strategist, attorney, and founder of Meridian Legacy Advisors, to explore the systems behind lasting financial success. Drawing from years of experience in law, tax strategy, investment planning, and estate planning, Matt explains why many wealth plans fail and what families and business owners can do differently.

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