22 Episodes

  1. The Key Elements Of A Successful Wealth Transfer

    Published: 9/9/2021
  2. I Inherited Money At Age 20 And Gave It All Away

    Published: 9/3/2021
  3. Keep Your Wealth in the Family with Legacy Planning

    Published: 8/25/2021
  4. Overcoming Imposter Syndrome

    Published: 7/29/2021
  5. Healing Your Relationship With Money

    Published: 7/29/2021
  6. Ending Generational Poverty Through Entrepreneurship

    Published: 7/19/2021
  7. Integrity and Honesty: Teaching Your Children Their Inheritance Story

    Published: 6/7/2021
  8. Estate Planning: Equity vs. Equality

    Published: 5/13/2021
  9. Donor Advised Funds and Selling a Business

    Published: 5/12/2021
  10. Legacies Through Storytelling

    Published: 5/12/2021
  11. The REAL Purpose of a Financial Planner

    Published: 4/6/2021
  12. Leadership-Getting Things Done Through People

    Published: 4/6/2021
  13. Teach Your Children Well

    Published: 3/17/2021
  14. Legacy Wealth Transfer

    Published: 3/17/2021
  15. Preparing to Inherit

    Published: 2/18/2021
  16. Finding Your Escape Hatch

    Published: 2/18/2021
  17. Stop Settling and Create a New Life

    Published: 1/22/2021
  18. Inheriting From Parents with PTSD

    Published: 1/22/2021
  19. Emotions Related to a Windfall

    Published: 1/22/2021
  20. How to Find an Advisor You Can Trust

    Published: 1/22/2021

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People who receive financial windfalls often lose the money. This podcast explores the reasons this happens and how it can be prevented. This is relevant to you if you have children or others who will be inheriting from you when you pass away. It is relevant if you expect to receive an inheritance. Or perhaps you will be receiving a windfall in another way, such as selling a company.