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Discover how to transform financial success into life-shaping experiences. Expert strategies to live more, work less & build lasting family legacies. In the Activate Your Wealth podcast, David Murdoch shares proven approaches to Wealth Activism—moving beyond traditional financial planning to help successful business owners, executives, and families align their resources with what truly matters. Each episode explores practical strategies for transitioning from work-centric to life-centric liv ...
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Intergenerational Wealth: Preparing the Next Generation for Financial Inheritance
20:51
20:51
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In this episode of Activate Your Wealth, David Murdoch discusses the critical aspects of preparing the next generation for wealth inheritance. Key topics include: The importance of financial education for children in today's digital economy How different generations approach money and wealth differently Practical strategies for teaching children ab…
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Money Mindsets: Balancing Lifestyle Choices with Financial Sustainability
20:45
20:45
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20:45
Join us as we discuss finding harmony between enjoying life and securing your financial future. We cover topics such as different money mindsets, the importance of priorities over balance, and making choices that align with personal values. They explore how personal preferences shape spending decisions, the impact of upbringing on financial behavio…
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Strategic Assets: Building Wealth With Purpose Across Generations
22:44
22:44
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Join us as we discuss the identification and leveraging of strategic assets throughout life. We explain the importance of balancing wealth accumulation with purposeful spending and why legacy living matters more than posthumous wealth transfers. We share insights on educating future generations about wealth, cascading assets, and the evolving persp…
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Money Mindsets: How Scarcity Vs Abundance Thinking Shapes Your Wealth Journey
19:05
19:05
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19:05
Join us as we discuss how our money mindsets—whether scarcity or abundance—impact financial decisions. The conversation covers the importance of understanding one's relationship with money, balancing different financial perspectives in relationships, and making informed spending decisions. We also delve into how these mindsets affect business opera…
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Business Exit Strategies: Balancing Personal Wealth and Business - Successful Long-Term Freedon
19:39
19:39
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19:39
Tune in to learn about actionable strategies for aligning your business and personal financial goals. We discuss navigating the intricate relationship between business success and personal wealth creation. We provide insights on building wealth outside of a business, crafting effective exit strategies, and ensuring a business supports long-term fin…
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Family Wealth Conversations: How To Navigate Money, Values, and Legacy Across Generations
20:29
20:29
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Join as as we dives into the complexities of discussing family wealth and inheritance across generations. We explore the role of personal and family values in financial decision-making, strategies for estate planning, and the importance of communication in managing wealth. We offers insights on transitioning assets, educating younger generations ab…
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Life Goals Vs Financial Goals - While Your Dreams Should Drive Your Wealth Decisions.
20:28
20:28
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20:28
Join us as we explore the importance of aligning life goals with financial decisions. David explains the framework used to help individuals and couples discern their true life goals beyond superficial desires like becoming a multimillionaire. The episode discusses the initial process of uncovering core values and priorities through a series of in-d…
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Values-First Wealth Planning: How Understanding Your Core Values Creates Meaningful Multi-Generational Impact
22:27
22:27
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Join David Murdoch, principal advisor at Paxton Bridge and pioneer of wealth activism, as he delves into the transformative power of understanding core values in wealth planning. Discover how a unique process involving 15 value cards can help couples and families uncover what truly matters to them, leading to more meaningful financial decisions and…
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Unlocking Financial Freedom and Life-Shaping Experiences
23:03
23:03
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23:03
In this episode of the Activate Your Wealth Podcast, David shares the origins and principles of Paxton Bridge, detailing how the firm has approached financial services over the past 15 years. They discuss the concept of wealth activism, which goes beyond traditional wealth management to focus on how clients can use their financial resources to buil…
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