Generational Wealth Building for Your Family

In this episode of “Money Sense”, host Karen Ellenbecker is joined by her daughter, Julie Ellenbecker‑Lipsky, President and Senior Wealth Advisor at Ellenbecker Investment Group. Together, they open up about what generational wealth means today, how it differs across age groups, and why legacy is about far more than financial assets.

They discuss:

• Why legacy is less about numbers and more about values
• How different generations think about saving, giving, and financial security
• The rising trend of lifetime gifting and why more parents are helping adult children earlier
• The importance of modeling healthy financial behaviors
• Why family conversations around money matter, and how to start them
• How EIG’s Wealth Seed initiative supports emerging investors

Whether you’re thinking about your own legacy, supporting adult children, or finding ways to empower the next generation, this episode offers personal stories, practical insights, and actionable steps to help your family talk more openly about wealth and values.

#GenerationalWealth #LegacyPlanning #FamilyFinance #EIG #MoneySensePodcast #FinancialEducation #WealthSeed #FinancialConfidence #EmergingInvestors

ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: https://www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.