How to Manage Family Finances Better |Investment, Generational Wealth & Succession, Retirement

How to Manage Family Finances Better |Investment, Generational Wealth & Succession, Retirement

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Publish Date:
13 September, 2023
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

How best can you manage finances as a family? I sat down with a Financial Advisor from Eiton Capital, Tonny Mugisha who shared lots of nuggets on Investment, Retirement, Financial planning, Wealth Succession and so much more.

Reach out to Tonny on - www.eitoncapital.com +256752103996

0:00 - Intro
2:15 - Dealing with loss of Income in the family
8:20 - Financial Advisors Journey
10:58 - Forward back thinking in financial planning
12:55 - Where should families start when it comes to financial planning
13:22 - The bread winners dilemma
15:24 - Whole person concept
19:55 - Why you need a financial advisor
21:05 - Where should we invest our money
23:04 - What Asset classes should we invest in
30:38 - How to prepare for retirement
33:00 - How to build generational wealth