On today's episode John talks with Laura Roser, founder of Paragons Road and author of Your Meaning Legacy to talk about how to pass on non-financial assets. 

During the episode Laura talks about:
How to package and maintain some of your families most valuable non-financial assets through the use of pictures, letters, books and audio files
The importance of having of having a family Mission Statement and significance of having family meetings 
The top 5 things people want to know about their grandparents

At the end, Laura also shares some notable research on the benefits of children learning their families story as a way to feel more grounded and find a deeper sense of meaning in life. 

For more information on Laura, please check out
website: https://paragonroad.com/
book:  https://www.amazon.com/Your-Meaning-Legacy-Cultivate-Non-Financial-ebook/dp/B07BJCC5TL

On today's episode John talks with Laura Roser, founder of Paragons Road and author of&nbsp;Your Meaning Legacy to talk about how to pass on non-financial assets.&nbsp;
During the episode Laura talks about:
<ul>
<li>How to package and maintain some of your families most valuable non-financial assets through the use of pictures, letters, books and audio files</li>
<li>The importance of having of having a family Mission Statement and significance of having family meetings&nbsp;</li>
<li>The top 5 things people want to know about their grandparents</li>
</ul>
At the end, Laura also shares some notable research on the benefits of children learning their families story as a way to feel more grounded and find a deeper sense of meaning in life.&nbsp;
For more information on Laura, please check out
<ul>
<li>website: https://paragonroad.com/</li>
<li>book:&nbsp; https://www.amazon.com/Your-Meaning-Legacy-Cultivate-Non-Financial-ebook/dp/B07BJCC5TL</li>
</ul>

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com. 

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out <a href="http://www.thejohnchapmanshow.com">www.thejohnchapmanshow.com</a>.&nbsp;

The John Chapman Show Podcast

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready? 

The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  

Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes. 

As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have. 

Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?&nbsp;
The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.&nbsp;&nbsp;
Pre-retirees biggest risks lie in not just investing the wealth they&rsquo;ve built, but also in maintaining an up to date and secure financial plan as life changes.&nbsp;
As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.&nbsp;
Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

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