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Strategic Assets: Building Wealth With Purpose Across Generations
Manage episode 492036587 series 3657994
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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 perspectives on wealth management across different life stages. The conversation also touches on the role of philanthropy and the significance of conscious spending to create meaningful and impactful experiences.
You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/
Or you can reach out to Paxton Bridge
https://www.linkedin.com/company/paxton-bridge/
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This podcast has been produced by: https://podcastsdoneforyou.online
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