How to Plan Your Financial Legacy Transfer | S6E03

We are on the 37th conversation in our Financial Wellness Conversations Podcast, we continue the conversation on financial legacy and we want to focus on transfer. Scripture | 2 Samuel 7:12 - 17 | 1 Chronicles 22: 6 - 10, 14 - 19 How do we live with a transfer mentality? How do we prepare others for what lies ahead in carrying financial legacy? What does transfer entail? 1. Who gets what?- designate allocation 2. What is being transferred or distributed? - portfolio planning 3. How much will each person in the succession list get? 4. When does transfer happen? Does it happen now? Is it phased out? 5. What timelines are you looking at? 6. What are you transferring? Title Deeds, Full rights, Partial rights, co-administration Transfer Tools 1. Administrators 2 . Tools 3. Community witneses 4. Valuation Grow with us in Financial Wellness, through the additional resources we have below: We do group financial wellness workshops to bring you to a better understanding of where you are at and how to grow in your financial wellness journey. In 2026 we will have had in depth Financial Workshops finally in November we have the last one for the year - Follow the link to register for the November 2026 Group - https://forms.gle/yDv3bbupudkQ8Cj87 Get a copy of my ebook - Development Conversations: https://africanbooks.com/bookinfo.AB909 Get a copy of my print book - The Audacity of Faith - Order from ahawowrites@gmail.com Credits Production Team | Yvonne Muranda | Bob Muranda Location | Nairobi, Kenya Wadrobe | Ahawo's