Go offline with the Player FM app!
Legacy Wealth Planning: Build It Right, Pass It On
Manage episode 493862458 series 1265475
From humble beginnings as a Nebraska farm girl to becoming a millionaire mentor, Loral, joins host Chris Naugle on The Money School Podcast to share how she built an empire that’s helped over 10,000 entrepreneurs secure their futures through smart investing, tax strategy, and family-focused legacy wealth planning.
They dive into the truth about trusts, breaking down the critical role of structure and language in making sure your wealth lasts generations. You’ll hear about Loral's “I’m Dead. Now What?” legacy document, how she set up Roth IRAs for her kids from birth, and her method of training the next generation to borrow from, not burn through, family money.
Throughout the conversation, Loral emphasizes that legacy wealth planning isn’t just about money, it’s about values, vision, and the systems you put in place while you’re still alive because whether you’re rich or just getting started, legacy wealth planning begins with education, intention, and action.
Loral's Takeaways:
- Career Transition and Current Focus (01:35)
- Challenges of Being a Road Warrior (02:51)
- Journey to Becoming a Millionaire Maker (05:46)
- Transition to Entrepreneurship and Real Estate (08:51)
- Importance of Trusts and Legacy Planning (11:25)
- Challenges of Trust Implementation (40:29)
- Legacy and Family Education (40:45)
- Economic Challenges and Financial Strategies (40:57)
Meet Chris Naugle:
From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.
His success and national acclaim have come in large part to what he’s learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.
Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.
His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.
As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.
Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.
His success and national acclaim have come in large part to what he’s learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.
Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.
His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.
As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.
Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.
Connect with Chris:
Meet Loral Langemeier:
Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.
Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.
The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.
She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.
Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.
She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.
Links and Resources:
Ask Loral App: https://apple.co/3eIgGcX
Loral on Facebook: https://www.facebook.com/askloral/
Loral on YouTube: https://www.youtube.com/user/lorallive/videos
Loral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/
Money Rules: https://integratedwealthsystems.com/money-rules/
Millionaire Maker Store: https://millionairemakerstore.com/
Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/
Integrated Wealth Systems: https://integratedwealthsystems.com/
Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates
Thanks for listening!
Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a comment in the section below!
Subscribe to the podcast
If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.
Leave us an iTunes review
Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
424 episodes
Manage episode 493862458 series 1265475
From humble beginnings as a Nebraska farm girl to becoming a millionaire mentor, Loral, joins host Chris Naugle on The Money School Podcast to share how she built an empire that’s helped over 10,000 entrepreneurs secure their futures through smart investing, tax strategy, and family-focused legacy wealth planning.
They dive into the truth about trusts, breaking down the critical role of structure and language in making sure your wealth lasts generations. You’ll hear about Loral's “I’m Dead. Now What?” legacy document, how she set up Roth IRAs for her kids from birth, and her method of training the next generation to borrow from, not burn through, family money.
Throughout the conversation, Loral emphasizes that legacy wealth planning isn’t just about money, it’s about values, vision, and the systems you put in place while you’re still alive because whether you’re rich or just getting started, legacy wealth planning begins with education, intention, and action.
Loral's Takeaways:
- Career Transition and Current Focus (01:35)
- Challenges of Being a Road Warrior (02:51)
- Journey to Becoming a Millionaire Maker (05:46)
- Transition to Entrepreneurship and Real Estate (08:51)
- Importance of Trusts and Legacy Planning (11:25)
- Challenges of Trust Implementation (40:29)
- Legacy and Family Education (40:45)
- Economic Challenges and Financial Strategies (40:57)
Meet Chris Naugle:
From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.
His success and national acclaim have come in large part to what he’s learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.
Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.
His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.
As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.
Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.
His success and national acclaim have come in large part to what he’s learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.
Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.
His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.
As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.
Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.
Connect with Chris:
Meet Loral Langemeier:
Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.
Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.
The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.
She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.
Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.
She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.
Links and Resources:
Ask Loral App: https://apple.co/3eIgGcX
Loral on Facebook: https://www.facebook.com/askloral/
Loral on YouTube: https://www.youtube.com/user/lorallive/videos
Loral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/
Money Rules: https://integratedwealthsystems.com/money-rules/
Millionaire Maker Store: https://millionairemakerstore.com/
Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/
Integrated Wealth Systems: https://integratedwealthsystems.com/
Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates
Thanks for listening!
Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a comment in the section below!
Subscribe to the podcast
If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.
Leave us an iTunes review
Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
424 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.