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7: Creating an Estate Plan to Turn a Business into a 3 Generation Legacy with Maya Elious

35:25
 
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Manage episode 418375581 series 3556797
内容由Iyanna Vaughn提供。所有播客内容(包括剧集、图形和播客描述)均由 Iyanna Vaughn 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

If you’re like most of the business owner’s we work with, you’re so used to thinking no more than a quarter in advance in your business and life and haven’t gotten the chance to step out of the weeds of the day-to-day to have a bird’s eye view of your financial future.

You think you don’t make enough to think about a legacy yet or that it’s better to reinvest everything back into the business.


But there’s a lot more to wealth than just making the money — what do you do with what you’ve built?


Today on the podcast, a long time client turned friend, Maya Elious shares exactly how she started thinking about creating a legacy for 3 generations in her family and how she brought her parents along in the process where they all created estate plans. She’s now a trust fund baby and embodying her true rich auntie energy.


02:18 — Creating an estate plan to care for 3 generations so the business becomes a true legacy

06:08 — How growing up in a "you have everything you need" household shaped how Maya wanted to create and protect her own wealth

10:25 — When Maya started to prioritize legacy goals and how she defined what that would look like for her

15:04 — Having the realization that protecting your wealth is just as important as building it

16:32 — Why starting small is how you'll make your business the vehicle to build your legacy

22:34 — What an estate plan entails and why everyone should have one regardless of your net worth


“It's the overthinking and the ego of not wanting to start small that can hold us back from building wealth. So if you can shift your mindset into "it's not that hard and I can start small to create something big, you're going to see a lot of success when it comes to our wealth building journey.”


👋 CONNECT WITH MAYA ELIOUS (SHE/HER)

Maya Elious is an award-winning business coach, personal branding strategist, and the go-to expert when it comes to clarifying your message and attracting high-end clients.


She currently leads a team of brilliant women as the CEO of Built To Impact, a coaching and consulting company that teaches overlooked experts how to build a profitable online business in their zone of genius.


Through her programs and live events, she’s helped thousands of clients and customers get clear on their message, launch high-end services, and build six-figure businesses.


www.mayaelious.com/

www.mayaelious.com/dreamlife

www.builttoimpact.com

www.instagram.com/mayaelious


🎉Enter the Harmonious Wealth Hour Giveaway!

3 people will win a 1:1 Harmonious Wealth Hour call where we will identify your biggest financial goal for the next 12 months and create a plan for you to achieve it!

  1. Subscribe to Harmonious Wealth on YouTube and your favorite podcast app
  2. Leave a review on Apple Podcasts
  3. Take a screenshot of the review and submit in the Review Form here so we can email you if you win

You have until Thursday, April 25th to enter and we'll select three winners, who will be notified by email!

💸Register for the Free Webinar: Your Revenue Goals Don't Matter If You Don't Have the Lifestyle and Legacy Plan to Show for It

lovelyfinancials.com/openhouse

---

Email Series - Heal your relationship with money and grow wealth through your business. Each week you'll receive tips on how to face your money, improve your profit, manage the money you have and, more importnately, harness the wealth within through your faith.

Bookkeeping - Receive bookkeeping with NO tax surprises

Profit Planning Intensive - Increase your profit by 25%

---

Connect with Iyanna:


  continue reading

14集单集

Artwork
icon分享
 
Manage episode 418375581 series 3556797
内容由Iyanna Vaughn提供。所有播客内容(包括剧集、图形和播客描述)均由 Iyanna Vaughn 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

If you’re like most of the business owner’s we work with, you’re so used to thinking no more than a quarter in advance in your business and life and haven’t gotten the chance to step out of the weeds of the day-to-day to have a bird’s eye view of your financial future.

You think you don’t make enough to think about a legacy yet or that it’s better to reinvest everything back into the business.


But there’s a lot more to wealth than just making the money — what do you do with what you’ve built?


Today on the podcast, a long time client turned friend, Maya Elious shares exactly how she started thinking about creating a legacy for 3 generations in her family and how she brought her parents along in the process where they all created estate plans. She’s now a trust fund baby and embodying her true rich auntie energy.


02:18 — Creating an estate plan to care for 3 generations so the business becomes a true legacy

06:08 — How growing up in a "you have everything you need" household shaped how Maya wanted to create and protect her own wealth

10:25 — When Maya started to prioritize legacy goals and how she defined what that would look like for her

15:04 — Having the realization that protecting your wealth is just as important as building it

16:32 — Why starting small is how you'll make your business the vehicle to build your legacy

22:34 — What an estate plan entails and why everyone should have one regardless of your net worth


“It's the overthinking and the ego of not wanting to start small that can hold us back from building wealth. So if you can shift your mindset into "it's not that hard and I can start small to create something big, you're going to see a lot of success when it comes to our wealth building journey.”


👋 CONNECT WITH MAYA ELIOUS (SHE/HER)

Maya Elious is an award-winning business coach, personal branding strategist, and the go-to expert when it comes to clarifying your message and attracting high-end clients.


She currently leads a team of brilliant women as the CEO of Built To Impact, a coaching and consulting company that teaches overlooked experts how to build a profitable online business in their zone of genius.


Through her programs and live events, she’s helped thousands of clients and customers get clear on their message, launch high-end services, and build six-figure businesses.


www.mayaelious.com/

www.mayaelious.com/dreamlife

www.builttoimpact.com

www.instagram.com/mayaelious


🎉Enter the Harmonious Wealth Hour Giveaway!

3 people will win a 1:1 Harmonious Wealth Hour call where we will identify your biggest financial goal for the next 12 months and create a plan for you to achieve it!

  1. Subscribe to Harmonious Wealth on YouTube and your favorite podcast app
  2. Leave a review on Apple Podcasts
  3. Take a screenshot of the review and submit in the Review Form here so we can email you if you win

You have until Thursday, April 25th to enter and we'll select three winners, who will be notified by email!

💸Register for the Free Webinar: Your Revenue Goals Don't Matter If You Don't Have the Lifestyle and Legacy Plan to Show for It

lovelyfinancials.com/openhouse

---

Email Series - Heal your relationship with money and grow wealth through your business. Each week you'll receive tips on how to face your money, improve your profit, manage the money you have and, more importnately, harness the wealth within through your faith.

Bookkeeping - Receive bookkeeping with NO tax surprises

Profit Planning Intensive - Increase your profit by 25%

---

Connect with Iyanna:


  continue reading

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