CAPitalize Your Legacy – Episode 39

We’re coming down the home stretch!  Since Day 1, CAPitalize Your Finances has been all about a journey.  Yes, we’ve talked money specifics, we’ve talked strategy, and we’ve take several deep dives into the various aspects of personal finance that affect virtually everyone at one time or another.  But along with all of that, we’ve also traveled, you and I, through the labyrinth of what it means to be a CAPitalizer.

The common message through each episode has focused on you helping you.  In other words, what steps might you take to improve your financial situation and ultimately reach your goals?  As we set the stage for the episode that will round out the CAPitalize Your Finances Framework, I want you to begin thinking about what will happen when you’re no longer around.

This is what we call Legacy Planning — leaving your mark, financially, on those whom you care about the most.  Today’s episode is in an introduction into what we’ll cover next: CAPitalizing for future generations.  Get ready!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal.

Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL 1-05283286 (6/22​)

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