Ep 70: The Hidden Playbook of the Wealthy: Estate, Taxes & Leadership with Shannan Terale

Lightspeed Investing Podcast

🎙️ Lightspeed Investing Podcast — Episode 70 Now Live "From High Income to High Ownership" with Shanan Terale (Part 2 & 3)

Back by demand, I’m joined again by powerhouse attorney and wealth advisor Shanan Terale, where we go deeper into what most high earners never hear behind closed doors.

💡 In this episode, Shanan breaks down the real frameworks used by family offices and ultra-high net-worth families to build and protect generational wealth — and why most professionals never get access to this level of advice.

🎯 We cover: 🔹 Why the wealthy play by different rules (and how you can too) 🔹 How traditional advisors fall short (and how to build your own "lean family office") 🔹 A 3-phase roadmap: Mindset, Strategy, De-risking 🔹 Estate planning blind spots costing families time and legacy 🔹 Tax truths most internet gurus miss — and what actually moves the needle 🔹 And the hidden muscle behind financial leadership: intentional wealth design

Shanan’s insights are sharp, grounded, and practical — and the best part: she’s offering access to her Mindful Money Attorney Workbook and newsletter to go deeper.

📌 Connect with her at 🌐 www.shananterale.com

📺 Watch the full episode on LinkedIn

🎧 Also on YouTube YouTube

Whether you’re a business owner, high-income professional, or someone looking to stop being just a number on someone else’s balance sheet, this episode will shift how you view money, risk, and your future.

Let’s build smart. Let’s build free.

🤝 Ready to Share Your Story on Lightspeed Investing Podcast? 📅 Schedule your call with our host, Philip: 📞 https://calendly.com/lightspeedinvesting

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