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Kingdom Estate Planning Part 1: How Much is Enough?
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Have you and your spouse thought about and set your financial finish line?
In this episode, Jeff and Cale discuss:
- When is enough enough?
- Being a steward and not an owner of God’s resources.
- Orienting your life for abundance today, but also for treasures in heaven.
- Taking inventory of what is yours to steward.
Key Takeaways:
- Keeping up with the Joneses is not the finish line that brings about any sense of significance or purpose.
- You can’t take it with you, but you can send it ahead.
- Change your view on giving. Instead of asking “how much should I give?” ask “how much am I allowed to keep?”
- Everyone will define a full life differently. But everyone who leans into their definition of a fuller life
"This speaks to another principle we have at Arkos called: have a written plan. Well, it's hard to have a written plan if you don't know where everything is, and have some semblance of what we're marching towards." — Cale Dowell
Episode References:
About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations.
Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.
After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.
Connect with Cale Dowell:
Website: https://www.arkosglobal.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/caledowell/
Connect with Jeff Thomas:
Website: https://www.arkosglobal.com/
Podcast: https://www.generousbusinessowner.com/
Book: https://www.arkosglobal.com/trading-up
Email: [email protected]
Twitter: https://twitter.com/ArkosGlobalAdv
Facebook: https://www.facebook.com/arkosglobal/
LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors
Instagram: https://www.instagram.com/arkosglobaladvisors/
YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw
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