Legacy-Will

In this engaging episode, we welcome Joseph Beckford, who shares his adventurous experience of learning to e-foil at 60—an inspiring reminder that growth and new experiences have no age limit.

The core of our discussion revolves around The Legacy Will, a valuable tool designed to help individuals capture and preserve their family’s stories, values, and traditions for future generations. We highlight the importance of estate planning beyond financial assets—focusing on the memories, values, and wisdom that truly define a legacy. From cherished family recipes to life lessons and personal philosophies, The Legacy Will serves as a meaningful way to pass down what matters most.

We also discuss how storytelling connects generations and ensures that important family traditions and wisdom are not lost over time. Whether it’s writing down family values, capturing favorite quotes, or preserving memorable moments, The Legacy Will is a powerful way to be intentional about how you are remembered.

Don’t leave your legacy to chance—start preserving it today! Download your copy of The Legacy Will using this link and begin capturing your family’s unique story. Take the first step in shaping the impact you leave behind.

For personalized financial guidance, schedule an schedule an intro call with our team at Goodwin Investment Advisory in Canton, GA . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy!

Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

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The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.
Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. The market insights, podcast, blogs, book recommendations, self improvement thoughts, food recipes and activities are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your health and wellness. We are not aware of any conflicts of interest relating to any testimonials or endorsements. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.
By Published On: March 6th, 2025

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About the Author: Tara Bruce

Tara Bruce
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