 Creative Planning Wealth Manager, Certified Public Accountant, and Certified Financial Planner, Jessica Culpepper, a multiple-time Barron's Top 100 Independent Financial Advisor, including in 2023, was previously a guest of mine on Rethink Your Money, and she spoke about how she encourages some of the most wealthy families at Creative Planning to loop in children and other generations about their family's finances. Have a listen.