• Generational Wisdom: Financial Lessons from My Grandmother

  • Jan 30 2025
  • Length: 16 mins
  • Podcast

Generational Wisdom: Financial Lessons from My Grandmother

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  • Summary

  • Ilona sits down with Katrina Robinson, a professional trustee and wealth management expert, whose journey spans Kingston, Jamaica, to leading the multinational estate planning firm Cone Marshall. Katrina shares how her grandmother's wisdom and lessons on saving shaped her approach to planning for the future. Katrina also discusses the importance of financial planning at every stage of life, providing practical tips on building wills and trusts, and creating inventories of assets. Whether you're just starting your financial journey or looking to preserve wealth for future generations, this episode offers timeless insights into planning with purpose.
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