96: Creating a Financial Legacy: The Power of Wills, Trusts, and Mentorship

In this episode of the Without Fear of Her Future podcast, hosts Tresa Todd and Melissa Baker are joined by a special guest (and co-founder of WREIN!) Kelton Todd to dive into the importance of financial education beyond what traditional schooling offers. They discuss how traditional education was designed to create workers, not thinkers, and how gaining a financial education can set you apart. The conversation covers practical steps for setting up wills and trusts, the benefits of having a clear estate plan, and why it’s essential to start building a legacy now. Kelton shares insights on leveraging whole life insurance and trusts for both living benefits and long-term impact. This episode is packed with advice on creating a seamless financial transition to the next generation and leaving behind more than just wealth—building a legacy of values and purpose.