• 42. Generational Wealth as a Strategy with Dr. Pamela Jolly

  • May 15 2024
  • Length: 33 mins
  • Podcast
42. Generational Wealth as a Strategy with Dr. Pamela Jolly cover art

42. Generational Wealth as a Strategy with Dr. Pamela Jolly

  • Summary

  • Everyone receives inheritances, and everyone leaves some kind of inheritance, even if those inheritances are not financial in nature.

    Today, our guest is Dr. Pamela Jolly, a wealth strategist who specializes in legacy wealth. She explains that legacy is about understanding who and what we have inherited and how we can choose what inheritance we leave behind.

    Dr. Jolly also explains that generational wealth is a strategy. It is where you, as a family business, determine how you will create, build, grow, and expand wealth as you define it. She talks about the unique challenges each generation faces in continuing that strategy and how to get past them.

    Real estate, as Dr. Jolly points out, is one of the key components of generational wealth. Ownership is the foundation of inheritance, and home ownership is one of the most important kinds.

    Join us in this episode to soak up all of Dr. Jolly’s knowledge and wisdom, including her 12 steps to build wealth your way.


    Resources:

    • Learn more at The Color of Money
    • Listen to the Jolly Journey Podcast
    • Read: The NarrowRoad A Guide to Legacy Wealth
    • Learn more about Dr. Jolly’s work at TorchEnterprises.com
    • Become a real estate agent HERE


    Connect with Our Hosts


    Emerick Peace:

    • Instagram: @theemerickpeace
    • Facebook: facebook.com/emerickpeace


    Daniel Dixon:

    • Instagram: @dixonsoldit
    • Facebook: facebook.com/realdanieldixon
    • LinkedIn: linkedin.com/in/dixonsoldit
    • YouTube: @dixongroupcompanies


    Julia Lashay:

    • Instagram: @iamjulialashay
    • Facebook: facebook.com/growwithjulia
    • LinkedIn: linkedin.com/in/julialashay/
    • YouTube: @JuliaLashay


    Bo Menkiti

    • Instagram: @themenkitigroup
    • Facebook: facebook.com/obiora.menkiti
    • LinkedIn: linkedin.com/in/bomenkiti/


    Produced by NOVA Media


    This podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.

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