Breaking generational money patterns isn't easy, but it's necessary... 💰 As a CERTIFIED FINANCIAL PLANNER™ with 15 years helping tech professionals build wealth, I've noticed something about first-generation wealth builders—you're trying to do everything different from your parents, but some of those old money patterns still show up in ways you don't expect. First, recognize which money lessons still serve you and which ones hold you back. Maybe your parents taught you to save every penny, but
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Generational wealth includes all the assets—things like investments, real estate, cash and anything else that has financial value—that are passed down from one generation of a family to the next. But generational wealth isn’t just about the physical stuff. Just as important (and probably even more important) are the things you pass on that you can’t see or touch—like wisdom, values and habits that help shape the character of the generation who will inherit the wealth. Only one-third of families
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