Hosted by: Holland Henderson

Hosted by: Chris Hammond

The hosts are back from a brief hiatus and diving into how legacy planning is shifting in today’s world. From inflation’s real impact on the middle class (yes, it’s more than just egg prices) to how families are redefining what it means to leave a legacy — think less “inheritance” and more “next-door neighbor.”

Plus, a nostalgic nod to 1985 by Bowling for Soup sets the tone for a candid conversation about aging, relevance, and what the first 100 days of the new administration could mean for your financial future.

In this episode we cover:

• Thoughts on the first 100 days of the new administration (3:38)
• There is a lot of “stuff” going on right now (5:31)
• Inflation has taken away some of the slack of the economy (9:21)
• Back in the COVID trading days…..(14:29)
• In 2024, a survey of 1000 parents of adult children reported that 46% of them supported the children’s vacation or discretionary spending (16:01)
• New age of legacy planning (21:01)
• Make gifts specific but not consistent (23:09)
• How difficult is it for parents to NOT solve your child’s every problem when you know you can (27:10)
• Failing is ok because on needs to fail to be successful (29:27)
• How is a legacy transition defined today (31:24)
• In 2024 26% of new homebuyers used family funds (33:23)
• What our hosts are learning in their lives right now (38:04)

Links From the Show:

Allen & Company
Bowling for Soup
Legacy Planning

Connect with:

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Chris Hammond – CFA®, Senior Vice President, Portfolio Manager at Allen & Company
Allen & Company – Chris Hammond
LinkedIn – Chris Hammond

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.