Amy Castoro's Contributions

Jan 16 – Most families fail to transfer their wealth onto their kids and heirs, Amy Castoro of The Williams Group explains. In today's Lifetime Income podcast, we interview Amy about her new book, Bridging Generations, on why so many families have trouble...

Dec 20 – Jim welcomes Roy Williams and Amy Castoro of The Williams Group. Roy is the co-author of Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values. Roy and Amy address the major causes for the...