))
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 ...
…
continue reading
1
Family Wealth Conversations: How To Navigate Money, Values, and Legacy Across Generations
20:29
20:29
Play later
Play later
Lists
Like
Liked
20:29
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…
…
continue reading
1
Life Goals Vs Financial Goals - While Your Dreams Should Drive Your Wealth Decisions.
20:28
20:28
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Values-First Wealth Planning: How Understanding Your Core Values Creates Meaningful Multi-Generational Impact
22:27
22:27
Play later
Play later
Lists
Like
Liked
22:27
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…
…
continue reading
1
Unlocking Financial Freedom and Life-Shaping Experiences
23:03
23:03
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
