In this episode, we’re joined by Glen Cone, AFC®, a seasoned financial counselor with more than 15 years of experience serving individuals in estate and end-of-life planning. Glen shares insights from his personal and professional journey—including his work as a counselor for the VBBP program and Magellan Health—and invites us to explore the concept of Generation Preservation: the intentional act of documenting and preserving personal and financial legacies for future generations.

From demystifying estate transitions to understanding the emotional weight clients carry as they age, Glen provides practical guidance for AFC® professionals supporting clients through some of life’s most complex financial and personal decisions. He also reflects on the importance of storytelling, values, and why preserving what matters most goes far beyond financial assets.

Whether you’re working with aging populations, military families, or multigenerational households, this episode offers a compelling reminder: financial counseling isn’t just about preparing the numbers—it’s about preparing people.

Show Notes: 

02:36 Glen’s journey into the personal finance field

05:15 The “why” behind Glen’s work with the seasoned generation 

07:47 What is “Generation Preservation” 

15:02 Your guide to “Generation Preservation” as a financial professional 

18:04 Why money is personal 

20:10 Glen’s 2 cents

Show Note Links:

Print out your copy of “Generation Preservation”!

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