Client Access  |  Careers & Advisory Teams
August 24, 2023

How Do You Leave a Lasting Legacy?

Financial Planning Committee

Thoughtful considerations on our podcast, “Navigating Life Transitions”

How do you want to be remembered? It can be hard to think about, but it’s important, as the answer is unique to each individual.

This is the topic of discussion in the latest episode of “Navigating Life Transitions,” a new podcast by JNBA Financial Advisors. Each episode of the podcast features a panel of specialists who bring different perspectives to life’s biggest challenges, changes, and opportunities. Host Kim Insley, a well-known veteran of the Minnesota media scene, leads each conversation with curiosity and compassion, making hefty topics digestible for listeners of all ages, backgrounds, and experiences.

As the discussion dives into what legacy means and the different ways to consider crafting yours, we learn about actions both big and small. Guests Elise Huston and Patrick Moyneur, both Advisors at JNBA, share poignant stories about meaningful gestures they’ve helped come to life after a person has passed or during their lifetime.

Episodes of Navigating Life Transitions are released monthly and can be found on Apple Podcasts and Spotify. The latest episodes and more information are also available at jnbanavigatinglifetransitions.com.

JNBA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice.

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors.

Please see important disclosure information at jnba.com/disclosure

RECENT INSIGHTS

2025 Numbers to Know

As we look forward to 2025, now is a great time to review the changes that will impact your retirement plan contribution limits, gifting limits,

Read More »
Market Update Iconic Image

What’s next?

After a historic week following the results of the 2024 Presidential election, markets and investors have naturally shifted their focus to what happens next. From

Read More »