Why Most People Lose Money — Even After Making It
Most people focus on making money… but very few know how to keep it. In this episode of Everything Is Personal, we welcome Peter Merrick to discuss the crucial aspects of wealth preservation and estate planning. He shares his insights into what first sparked his interest in this field, highlighting the importance of financial planning for peace of mind. We also explore the intricacies of asset protection and inheritance planning, offering practical advice for securing your future. From entrepreneurs and lottery winners to everyday individuals, this conversation explores how mindset, planning, and life decisions impact financial outcomes more than most people realize. This episode goes beyond money — diving into purpose, legacy, relationships, and what truly matters over time.
Everything is Personal · Host Len May, Guest Peter Merrick
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