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Don’t Just Build Wealth—Build A Legacy
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Building a Legacy That Outlives You
We don’t just want to make money—we want to pass on wisdom, protection, and purpose. This episode is all about the real stuff most people avoid: trusts, inheritance, and what happens after you're gone. But it’s not just legal talk—it’s legacy talk.
We share raw stories from our own families, what we’re learning about setting up living trusts, and how we’re thinking about generational wealth. It’s not about giving our kids a free ride—it’s about building guardrails and giving them a chance to carry the mission further. Because wealth without wisdom leads to waste.
Whether you’ve got a million in assets or you’re just starting to build, this episode will challenge how you think about ownership, impact, and family responsibility. There’s no one-size-fits-all, but there is a smarter way to plan for what matters.
📌 Key Topics:
✅ Why a trust beats a will (and what we wish we knew sooner)
✅ How we’re structuring our assets to protect our families
✅ What the Rockefellers did right—and the Vanderbilts didn’t
✅ Living to give vs. dying with money
✅ Avoiding family drama through smart planning
✅ The role of life insurance in wealth transfer
✅ Our personal philosophies on giving while alive
✅ What it really means to leave a legacy of wisdom
Every dollar you make is a tool. The question is: Will it serve your family—or divide them?
🎬 Chapters:
00:00 The Importance of Trusts in Wealth Management
02:23 Generational Wealth: Balancing Support and Responsibility
05:26 Asset Protection and Family Dynamics
08:17 Navigating the Complexities of Trusts
11:46 Lessons from Personal Experiences with Inheritance
14:30 The Philosophy of Living Life Fully
17:32 The Role of Family in Wealth Preservation
20:43 The Impact of Wealth on Family Relationships
23:35 Proactive Planning for Future Generations
26:36 The Value of Trusts vs. Wills
29:27 Final Thoughts on Wealth and Legacy
37 episodes
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