Whether you’re just starting your financial journey or thinking about the legacy you’ll leave behind, this episode breaks down how to build an investment and estate plan that grows with you. Estate planning attorney and wealth strategist Erica Johnson, Esq. joins us to walk through the financial and legal moves you should be making—decade by decade. From tackling student debt and naming a guardian, to establishing trusts and minimizing estate taxes, Erica explains what it means to plan with purpose at every stage of life. We cover the most common mistakes investors make, the must-have legal documents you might be overlooking, and why estate planning isn’t just for the wealthy—it’s for anyone who wants to protect what they’re building.
