Podcasts about family wealth

Is Singapore too efficient to ever become a great startup hub? After a single shower-thought tweet went viral and sparked a tech Twitter debate, Adriel Yong joins Jeremy Au to unpack the uncomfortable idea that Singapore works so well it dulls the hunger founders need to build. The conversation digs into whether a 5 million person market really caps your upside, why Grab out-earned Gojek despite a smaller home market, and how Israel and Estonia prove small countries can still punch above their weight. They also break down Temasek and the missing business dynasties, zero capital gains tax, the GovTech effect on edtech, and the pay-to-play US college admissions machine. For founders, investors and operators across Singapore, Indonesia, Vietnam, the Philippines, Thailand and Malaysia, this is a candid look at the tradeoff between comfort and ambition in Southeast Asia's startup ecosystem. Adriel and Jeremy argue the real opportunity is not breaking what works but sending the next generation abroad to feel real friction, build cross-border relationships, and carry that grit home. If you care about how the region produces world-class founders in the age of AI, this one is for you. Watch, listen or read the full insight at https://www.bravesea.com/blog/adriel-yong-viral-tweet BRAVE is Southeast Asia's leading tech podcast, hosted by Jeremy Au. Honest conversations with the region's top founders, investors, and operators on building startups in Southeast Asia. New episodes every week. Subscribe so you never miss one. Listen & Subscribe YouTube (English), YouTube (Bahasa Indonesia), Spotify (English), Spotify (Bahasa Indonesia), Spotify (Chinese), Spotify (Vietnamese), Apple Podcasts Follow BRAVE LinkedIn, X (Twitter), Instagram, TikTok, WhatsApp Follow Jeremy Au LinkedIn, X / Twitter, Instagram, TikTok, Facebook, Threads, Twitch Resources Get transcripts, startup resources & community discussions at www.bravesea.com #Singapore #Startups #SoutheastAsia #VentureCapital #TechPodcast #Founders #Entrepreneurship  00:00 "Singapore would never be a great startup hub" 00:42 The Tweet That Sparked a Tech Twitter Flame War 03:30 Does a 5 Million Market Cap Your Upside? 07:20 How Comfort Dulls the Founder Mindset 08:45 Edtech, Schools and Why Disruption Is Hard Here 13:55 Temasek, Family Wealth and the Equity Culture Gap 17:55 Why Founders Get Rich Abroad and Settle Here 20:55 The Fix: Send Every Student Overseas 27:00 Boring Politics, High Trust and the US-Singapore Flow 33:21 Final Takeaways for Founders

Gary Preisser is the Co-Founder of Stonebriar Wealth Advisors and the creator of the Cash Flow Clock framework, a financial planning approach that prioritizes purpose, timing, and liquidity over traditional asset allocation models. He works with family business owners and high-net-worth individuals to align investments with real-life cash flow needs, helping families navigate succession, taxes, and multi-generational wealth transfer more intentionally. Gary is known for challenging conventional wealth management by focusing on how and when money is used rather than just how it is invested.SHOW SUMMARYIn this episode, Jonathan Goldhill is joined by Gary Preisser, Co-Founder of Stonebriar Wealth Advisors and creator of the Cash Flow Clock framework, to explore how liquidity, taxes, succession planning, and family expectations can impact long-term wealth far more than portfolio performance.Gary challenges traditional wealth management approaches that focus on risk tolerance and asset allocation while ignoring the timing of future cash needs. He explains why purpose should come before portfolio design, how families can avoid liquidity traps during business transitions, and why volatility is not the same as risk.The conversation also dives into family business succession, tax planning, multi-generational wealth transfer, and the critical mistakes business owners make before selling a company or transitioning leadership.Whether you're a founder, successor, family business owner, or wealth creator, this episode offers practical insights into protecting wealth across generations.KEY TAKEAWAYSGary argues that traditional wealth management often starts in the wrong place. Instead of focusing on investment products and risk questionnaires, families should first identify the purpose of their assets and when those assets will be needed.His Cash Flow Clock framework separates assets into different time horizons, helping families maintain liquidity, reduce forced selling during market downturns, and make more intentional tax decisions.For family businesses, successful succession planning requires more than leadership development. It requires aligning ownership, liquidity, taxes, income needs, and family expectations long before a transition occurs.QUOTES"Assets are not trophies. They're tools.""Volatility is not risk. Volatility becomes risk when a cash flow need collides with a market decline.""When we pay tax determines how much tax we pay.""The purpose of wealth is not to be admired. The purpose of wealth is to be utilized."Connect and learn more about Gary Preisser.https://www.linkedin.com/in/garypreisser/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Dennis Morton and Katie Brown are the founders of Morton Brown Family Wealth, a firm dedicated to helping individuals and families align their financial decisions with their values and long-term goals. Through their client-centered approach, they guide families in building financial confidence, creating meaningful legacies, and navigating life's opportunities and challenges with clarity. 04:13 Billion-Dollar Vision & Goal Setting 06:01 Building a Purpose-Driven Client Experience 10:17 The Founders' Success Exercise 14:17 Transparency, Ownership & Business Growth 20:13 Consistency, Leadership & Client Trust 22:21 Wealth Beyond Money 26:22 The Future of Financial Advice 29:37 Financial Advisor Client Service Mistakes 35:23 Succession Planning for Financial Advisors 53:02 Overcoming Fear as a Financial Advisor Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/  5 Mental Toughness Advantages for Financial Advisors: https://pages.drrobbell.com  If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell  

Estate planning isn't just for the ultra-wealthy. It's for anyone who owns a home, has kids, or simply wants to make a hard time a little easier for the people they love.In this episode of The Free Lunch Podcast, Colin and Blair break down what estate planning actually looks like for everyday Canadian families, including the tax surprises most people don't see coming, why your beneficiary designations might be quietly working against you, and what Blair calls "the most important document you'll ever have."As Blair puts it, estate planning is really an act of care. It's not about paperwork. It's about the people.

The “Henssler Money Talks” hosts tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules are — and just as importantly, what they aren't. Learn how annual gift exclusions, lifetime exemptions, carryover basis, and step-up in basis rules can affect your family's financial future. Original Air Date: May 30, 2026Read the Article: https://www.henssler.com/the-tax-rules-that-shape-your-legacy

How can advisors play a more meaningful role in helping affluent families make informed, values-driven decisions? In his debut episode, Dimensional host Stephen de Man welcomes Dave Specht and Jeff Coyle to explore wealth management for highly affluent families. Dave is the Senior Fellow of the Center for Family Business and Entrepreneurs, author of The Family Business Whisperer, and founder of Advising Generations. Jeff is the Founder and CEO of Libretto, and founder of Monograph Wealth.  They discuss how advisors can move beyond portfolio management to guide families on the broader purpose and responsibilities of wealth. Key themes include optimizing the intent behind wealth, prioritizing thoughtful questions over technical expertise, and knowing when to engage specialists. The speakers also highlight the importance of engaging all family members in matters of business ownership, generational transitions, and wealth building.  More from Jeff: Starting to Advise Ultra-Rich Clients? Don't Rebuild Your Firm, Just Rethink It The opinions expressed herein represent the personal views of the author and not necessarily those of Dimensional Fund Advisors LP or its affiliates, and they are subject to change continually (including due to changes in the law) and without notice of any kind. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.

This Saturday edition features an unaired segment from the interview with UC Berkeley law professor David Oppenheimer regarding standardized testing in higher education. The discussion centers on a debate over the statistical legitimacy of the LSAT and bar exam passage rates. The episode rounds out with a takedown of anyone claiming New York commuters pronounce the LIRR as the lure. Produced by Corey Wara Video and Social Media by Geoff Craig Do you have questions or comments, or just want to say hello? Email us at ⁠⁠⁠⁠thegist@mikepesca.com For full Pesca content and updates, check out our website at https://www.mikepesca.com/⁠ For ad-free content or to become a Pesca Plus subscriber, check out ⁠⁠⁠⁠https://subscribe.mikepesca.com/ For Mike's daily takes on Substack, subscribe to The Gist List https://mikepesca.substack.com/ Follow us on Social Media:⁠⁠⁠⁠ YouTube https://www.youtube.com/channel/UC4_bh0wHgk2YfpKf4rg40_g⁠⁠⁠⁠ Instagram https://www.instagram.com/pescagist/ X https://x.com/pescami TikTok https://www.tiktok.com/@pescagist To advertise on the show, contact ⁠⁠⁠⁠sales@amplitudemediapartners.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For many people, saving for retirement and living in retirement means hoping that the money lasts. Their goal is not to outlive their money. But for others, building a legacy to pass on is what's important. That's why in this episode of the podcast I talk with Certified Financial Planner Chad Taylor on how to create a family wealth legacy to pass on to the next generation. In this episode you will learn: Where legacy planning actually starts Why waiting until retirement or estate planning is too late The most common ways families accidentally destroy wealth between generations What families who successfully transfer wealth to the next generation do differently The key estate planning documents and structures that make the biggest difference for families getting serious about legacy

Today, I'm excited to speak with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth®. She works with ultra-high net worth families to help empower them to be purposeful about the impact of their wealth on themselves, their families, and their communities. Her insights have been featured in leading publications and outlets such as The Wall Street Journal, The New York Times, Barron's, Bloomberg, Yahoo! Finance and CNBC. Valerie rejoined Merrill in 2014 after serving as Project Leader at the Boston Consulting Group (BCG) in New York. She was a 2025 ThinkAdvisor Luminaries Thought Leader of the Year, a 2025 InvestmentNews Women to Watch Financial Literacy Champion Finalist, a Crain's New York Business 40 Under 40 Honoree and a 2024 WealthBriefing Outstanding Contribution to Wealth for Good Initiatives Winner. She is a member of the Forbes Finance Council, Purposeful Planning Institute, Family Firm Institute and Collaboration for Family Flourishing. Valerie enjoys volunteering to encourage education and financial literacy, supporting the efforts of Public Education Needs Civic Involvement in Learning (PENCIL) and serving as former Associate Board Member of City Year New York. Valerie works with many families, and especially with the younger rising-gen members of these families. She tells us about some of the top goals and anxieties she encounters among families and their rising future generations. She then, delves into some of the external themes and trends that, in her experience, are impacting families most today. Throughout Valerie's years of work with enterprising multigenerational families, she has witnessed many who have struggled and many who have flourished. She outlines the most common and impactful areas of best practices that she has identified among the most successful families she has worked with. Valerie wraps up by offering her practical advice and tips for family members looking to navigate their collective enterprise journey. She also provides valuable suggestions and tips for family office executives and external advisors serving families. Do not miss this engaging conversation with a leading practitioner and thought leader in the family wealth advisory space.

Tehillah Niselow is in conversation with Lucratia Mathe, Executive Head:Client Value Proposition - Wealth and Investment (SA) at Standard BankSee omnystudio.com/listener for privacy information.

The following article of the Professional Services industry is: 'Beyond Profit: Why Structural Chaos Is the Enemy of Family Wealth' by Leon Harari, Cofounder & CEO, Axxets Wealth Management México.

Host Luke Roush sits down with Kyle Kutz, Private Family Office Director, Senior Family Office Advisor, and Senior Partner at Blue Trust — a faith-driven wealth advisory firm managing $60 billion in assets across 11,000 client families nationwide. Together, they unpack what it looks like to build wealth with an eternal purpose, define a financial finish line, and break the cycle of anxiety that wealth can bring. Key Topics: What it means to have a "financial quarterback" and why every wealth-building family needs one on their team   The "financial finish line" concept — defining how much is enough so generosity can take the lead   Why financial independence can become spiritually toxic, and how biblical wisdom offers a better framework   Navigating wealth across generations: how every family member can be "Gen 1 in something"   How Blue Trust celebrated over $450 million in collaborative client giving in a single year — and their goal to reach $2 billion annually by decade's end Notable Quotes: "A lot of times our clients will describe us as their comprehensive financial quarterback — someone who steps in with families who've experienced wealth and complexity and have a lot of moving parts." — Kyle Kutz "People can spend so much of their time and life growing the financial capital side of their balance sheet, but ignoring the non-financial capital items — the spiritual capital, the social capital, the intellectual capital, the relational capital." — Kyle Kutz "Financial independence in its truest form is independence from greed, independence from being complacent, independence from fear." — Kyle Kutz About Kyle Kutz: Kyle Kutz serves as Private Family Office Director, Senior Family Office Advisor, and Senior Partner at Blue Trust, a faith-driven financial advisory firm founded by Ron Blue in 1979. With $60 billion in assets under advisory, 20 offices nationwide, and over 11,000 client families, Blue Trust is one of the preeminent faith-driven wealth management firms in the country. Kyle works with high-complexity entrepreneurial families, helping them move through a process of Clarity → Alignment → Peace of Mind while stewarding their financial, spiritual, and relational capital with intentionality. Description: What happens when the advisor sitting across the table from you doesn't just understand your estate plan — but also your eternal purpose? Kyle Kutz of Blue Trust has spent his career as a "comprehensive financial quarterback" for families navigating the complexity of significant wealth, and in this conversation with Luke Roush, he unpacks what that actually looks like in practice. From defining a financial finish line to equipping next-generation inheritors with identity and calling, this episode is a masterclass in faith-driven stewardship. Kyle and Luke explore the idea that financial independence — properly understood — isn't about accumulating enough to need nothing; it's about independence from greed, fear, and complacency. They also dig into the tent analogy for multi-generational giving, the home-going plan Blue Trust uses to prepare families for legacy, and why encouraging clients to give generously has only deepened relationships and grown the firm. Whether you're a first-generation wealth creator, a next-generation inheritor still finding your footing, or an advisor trying to serve families with both technical excellence and biblical wisdom, this episode will challenge and equip you for the stewardship journey ahead.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3000: ESI explores the uncomfortable reality behind the phrase “shirtsleeves to shirtsleeves in three generations,” questioning whether wealth can truly be passed down without destroying the drive and discipline that created it in the first place. Drawing from personal experience, he examines why so many families lose their fortunes over time and wrestles with the challenge of helping children financially without undermining their independence, work ethic, and long-term success. Read along with the original article(s) here: https://esimoney.com/pass-wealth-kids/ Quotes to ponder: "The first generation experiences a life of hardship and is determined to make something better for themselves." "70% of millionaires lose their wealth by the second generation" "In other words, people who support their adult children financially on a regular basis aren't really helping the kids, they are enabling them." Episode references: The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 Learn more about your ad choices. Visit megaphone.fm/adchoices

Business owners: find out how to position yourself and your business for the Great Wealth Transfer.In this final episode of our Getting Ahead of the Great Wealth Transfer podcast series, our financial partners along with business succession advisor Kevin T. Lewis, founder of Rocklobs Advisory, share the specific strategies that business owners should put into place now, and in the years leading up to succession.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com 

Today, it is my pleasure and honor to speak with John A. Warnick. John A. is a celebrated leader and founder in the family wealth professional space, and an inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 years and has published articles in law reviews, Trust and Estates magazine and the Journal of Practical Estate Planning. He worked as a legislative assistant on Capitol Hill in the 1970s and was a legal intern in the office of the Administrative Assistant to the Chief Justice of the U.S. Supreme Court in 1973. In 2010 John A. founded the Purposeful Planning Institute which today is the largest multi-disciplinary educational institute (non-profit) focused on best practices for UHNW and HNW families with over 525 members in the U.S. and nine countries internationally. He was also a co-founder of the Collaboration for Family Flourishing (CFF) and served for four years on the Board of the International Association of Advisors in Philanthropy. He was nominated as a fellow of the American College of Trust and Estate Counsel in 1994 and has chaired two subcommittees within ACTEC, the Legacy and Generational Planning Subcommittee of the Practice Committee and the Family Dynamics Subcommittee of the Business Planning Committee. In 2017, John A. received the Scott Fithian Leadership Award from the International Association of Advisors in Philanthropy and served on the Board of Directors of that organization for four years. He has served on the Planned Giving Advisory Council of the Carter Center in Atlanta, Georgia since 2015. John A. is the author of two Tax Management portfolios and more recently has self-published The Purposeful Trusts and Legacies Handbook and is currently working on two book projects, The Gift of You, and the New Vocabulary of Family Wealth. John A. is a good and long-time friend of FOX and we are privileged to have collaborated with him and with PPI repeatedly throughout the years. Purpose is often cited as one of the key pillars of long-term success for multigenerational families. John A. dedicated much of his professional work on bringing purpose to families and the advisors who serve them – particularly as the founder of the Purposeful Planning Institute. He elaborates on the importance of purpose for families and their advisors and talks about why it is important to be purposeful as a family leader or wealth advisor. He also highlights the distinctions between purpose, values, and mission since these are often lumped together and not always fully understood. John A. has pointed to the significance of family traditions and rituals as powerful tools for establishing and living the family purpose. He describes why rituals are important and how they help families crystallize their purpose and values and pass them on across generations. Conversely, he points out what happens if traditions become performative or imposed on the family, rather than genuinely meaningful. John A. shares some examples of family traditions that he has encountered over his decades of work with UHNW families and outlines the impact of these traditions on the family and the changed that resulted from these shared rites. John A. has formulated five suggestions for trustees, including corporate and professional trustees, as well as PTCs, related to helping the families they serve define and fulfill their shared purpose. He provides an overview of these practical resources and describe how they can be put to use in support of the family's success and wellbeing. Do not miss this opportunity to hear from one of the most respected founders and premier thought leaders of the family wealth space.

Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Legacy planning is about more than documents—it’s about avoiding unintended consequences. Art McPherson discusses estate planning oversights, unfunded trusts, and the emotional strain families face when plans aren’t complete. The episode reframes legacy as a process that blends clarity, coordination, and intention. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

James Harold Webb is an entrepreneur who built his wealth as a first-generation business owner. As a parent, he has spent years examining how financial comfort reshapes the way children relate to work, responsibility, and purpose. He's here today to discuss how affluent families can intentionally preserve motivation, accountability, and meaning across generations — even when financial struggle is no longer part of the equation. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest Do you want to advertise on the show? https://Everyday-MBA.com/advertise

A Super Bowl commercial sparks a conversation that could quietly reshape how families think about long‑term wealth. Mike and Ryan explore the new “Trump accounts,” a government‑seeded savings option for children that blends features of IRAs with long‑term compounding potential. The discussion breaks down who can open these accounts, contribution limits, tax treatment, and how parents and grandparents might use them alongside or instead of 529 plans. Mike and Ryan also compare flexibility, legacy planning considerations, and why starting early changes the math in dramatic ways. It’s a timely look at a new tool entering the family financial planning landscape. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

Most families don't have a money problem.They have a leadership problem.In this powerful episode of Mindset Mastery Moments, Dr. Alisa Whyte sits down with Wealth Manager LaVaisha Davis to break down why wealth starts—and often stops—with the same generation.If you're a first-generation wealth builder, entrepreneur, or high-income professional, this conversation will shift how you think about financial leadership.LaVaisha introduces the concept of the Virtual Family Office (VFO) — a strategic wealth framework used by ultra-high-net-worth families to centralize advisors, eliminate financial leaks, reduce taxes, protect assets, and build true multi-generational systems.This isn't about buying financial products.It's about becoming the Family CEO of your financial legacy.Inside this episode:• Why traditional financial planning fails first-generation wealth creators• The leadership gap sabotaging generational wealth• How scattered CPAs, attorneys, and advisors create costly misalignment• Why family dynamics—not markets—are often the greatest wealth risk• The strategic structure wealthy families use to preserve and multiply assets• How one family member can break generational financial cyclesIf you've been earning more but still feel financially fragmented, this episode will challenge and equip you to think, plan, and grow like the 1%.Connect with LaVaisha Davis

James Harden is only doing what's best for his family as he tries to make every dollar available & Plays of the Week! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this podcast, Greg Voisen sits down with Richard Orlando, author of "Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions," to dismantle everything you thought you knew about inheritance. While most financial planning stops at tax strategies and trust funds, Orlando reveals why the true "hidden keys" to family success have nothing to do with money at all. He challenges the conventional wisdom that legacy is something you leave behind when you die, arguing instead that it is something you must actively live every single day. If you've ever wondered why some families flourish for generations while others crumble under the weight of their own success, this conversation provides the blueprint for a legacy that lasts.

Saving for education sounds simple — until taxes, account types, and rules get involved. In this episode, we break down how education savings really work, including 529 plans, taxable accounts, and the tax treatment behind each option. We explain what's actually tax-free, what's tax-deferred, and where people commonly get confused. If you're saving for a child's education — or planning to — this episode will give you clarity and help you avoid costly mistakes. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl.

Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things business and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.Today I'm joined by Jeff Condren, an advisor to family business owners in the Chicagoland area who specializes in next-generation transitions and building the right team to make those transitions successful.In this episode, we're digging into a topic that doesn't get talked about enough: how valuation decisions shape the entire family wealth system — from retirement planning and risk balancing, to succession, fairness among siblings, taxes, and even family harmony.5 Key TakeawaysValuation is a family systems decision, not just a number. How you value the business influences retirement planning, sibling expectations, governance, and future conflict.Regular valuations prevent stalled deals and “money left on the table.” Overvaluing can kill interest; undervaluing can cost millions — being prepared protects leverage.Business risk changes how owners invest outside the business. Many owners take big risk inside the company, then prefer a more conservative investment portfolio to balance total risk.Next-gen transitions require early exposure, not holiday dinner conversations. Families need a multi-year plan to share information, clarify values, and create ownership structures that don't explode later.The right accountability team reduces taxes and reduces family conflict. Coordinated planning with a CFO/treasurer, CPA/auditor, estate planner, financial advisor, and valuation expert prevents legal, tax, and sibling-war landmines.Q&As from the episode:Q1: Why do family business owners need regular business valuations?A: Regular valuations help owners set a realistic price if a buyer approaches, avoid over- or undervaluing the company, and plan retirement and succession with credible numbers.Q2: How does business valuation affect family wealth planning?A: The valuation influences estate planning, gifting decisions, tax strategy, portfolio risk, and how “fair vs. equal” is structured among children and heirs.Q3: What happens if a business owner undervalues their company during a sale?A: Undervaluing can leave millions on the table, weaken negotiating power, and create a sale price that doesn't match the real economic value of the business.Q4: Why do business owners delay succession planning?A: Many owners are emotionally attached to the business, unsure what they'll do after exiting, and focused on day-to-day operations instead of long-term transition strategy.Q5: Who should be on the team for a family business transition?A: Typically: an internal CFO/treasurer, an external CPA/auditor, a valuation expert, an estate planner, and a financial advisor to coordinate taxes, ownership, and post-sale planning.LinkedIn: https://www.linkedin.com/in/condren/Website: https://www.mesirow.com/bio/jeff-condrenJeffrey Condren is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.Jeff joined Mesirow in 2015 and has 20 years in the financial services industry. Throughout his career, he has provided invaluable guidance to a diverse clientele, navigating them through various economic landscapes and market fluctuations.Melissa Gragghttps://www.valuationmediation.com/Support the show

Co-Signing Risks For Family Wealth - Georges El Masri EP 303 Pt 2   In part 2 of my chat with Georges El Masri, real estate investor, agent, and host of The Well Off Podcast, we discuss all the risks and benefits of co-signing real estate for your children. George's investing journey began with his first BRRRR deal in 2017, and since then he has built a powerful real estate portfolio while helping others do the same.   We dive into the hard lessons learned during the 2020–2022 real estate boom, the common mistakes many investors made, and how George adjusted his strategy to thrive in today's changing market. He openly shares the challenges he faced, how he overcame them, and the investment strategies that are working right now.   We also look ahead to the opportunities George sees coming in the 2026 market, including creative deal structures that investors can start preparing for today.   This is Part two of a two-part conversation, packed with real-world insights, practical strategies, and honest lessons for both new and experienced real estate investors.   Contact: Web: WellOff.ca  Insta: welloffx   This episode proudly sponsored by Rent Panda.    Rent Panda helps landlords go from listing to lease without wasted time or headaches along the way. Rent Panda provides the do it yourself landlord an online platform where you can list your property absolutely free. If you want to you can post your ad on multiple platforms, see tenant profiles, message tenants, schedule showings, get credit checks and build leases quickly and easily.   Rent Panda also caters to the more passive landlord who needs to find a tenant. doing all of the leasing work, so all you have to do is sit back, relax, and get the best tenants presented to you.   Find them at: https://www.rentpanda.ca    Please a leave a review, as it helps Gary understand if he's bringing on the right guests that you want to hear from!   Other Links: WATCH the podcast! https://www.youtube.com/@gary.hibbert  

Key Topics Covered: 1. Why the Family Wealth Fortress, Why Now Inheritance tax on pensions from April 2027 is forcing families to rethink legacy planning. “High net worth” is now effectively £1m plus once pensions are included, meaning far more families are exposed. Many people have a patchwork of advice and products that is hard to coordinate, hard to optimise, and hard for executors to manage. 2. From Patchwork Quilt to Fortress Thinking The goal is to make wealth transfer elegant, organised, and resilient for the next generation. Kevin frames this as moving from wealth abundance into legacy, with a clear process rather than “hinting” at legacy planning. WealthBuilders positions itself as the central coordinator, like a “wealth GP”, bringing specialists in when needed. 3. The Seven Integrations (The Fortress Framework) Tax: proactive “event led” planning, especially inheritance tax, not just annual returns. Legal: wills, powers of attorney, protection, and avoiding disputes such as contentious probate. Financial: building wealth is not enough, families need planning for protection and perpetuation too. Structures: holding companies, family investment companies, trusts, share classes, and intergenerational planning. SSAS and pensions: using family pension structures, earmarking, and cascading to reduce future inheritance tax impact. Recurring income: inheritance tax is on capital not income, so understanding income enables smarter gifting. Legacy: involving the next generation early through trusteeship, shareholding, and participation in the family plan. 4. Record Keeping, Gifting, and the Digital Vault Families need clear documentation to avoid confusion, delays, and challenges after death. Kevin highlights using intention and execution records (for example IHT documentation) to reduce HMRC risk. A digital vault brings tax, legal, financial, structures, and gifting records into one accessible place for executors. 5. Who It's For and How to Take the First Step This is application based, limited capacity, and aimed at families typically 55 plus with estates around £1m plus. It is designed to be implemented over 3 to 5 years, still broken down into manageable steps. A practical first move is using the free inheritance tax calculator to understand your current exposure.   Actionable Takeaways: Don't assume your current advice is joined up, check how tax, legal, financial and structures connect. Start planning for inheritance tax now, especially with pensions being included from April 2027. Move from reactive planning to proactive “event led” planning for key life events. Get your documentation organised and accessible, so executors are not left guessing. Involve the next generation earlier, so wealth transfer includes wisdom, not just money. Take the first step by using the IHT calculator and booking a conversation if the fortress approach fits your situation.   Resources & Next Steps: WealthBuilders 'The Family Wealth Fortress' Download our FREE Pensions and Inheritance Tax Guide WealthBuilders Membership: Free access to guides, webinars, and community   Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.   Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Legacy is often shaped less by what is given and more by how values are shared across generations. In this episode of Celebrity Estates, wealth manager Philip Richter joins the show to explore philanthropy as a core part of estate planning and family decision-making. The conversation examines The Giving Pledge and how charitable intent, when left informal or unspoken, can lead to confusion, missed opportunities and misalignment among heirs. Philip explains why separating legacy from inheritance helps families focus on purpose rather than dollar amounts. He also shares how donor-advised funds, private foundations and charitable trusts can bring structure to giving while encouraging communication and shared responsibility. Join Senior Editor David Lenok and Philip Richter, president and partner at Hollow Brook Wealth Management, as they break down the estate planning lessons behind philanthropy, generational education and building a legacy that extends beyond assets. Philip discusses: How philanthropy can strengthen family communication while aligning values across generations through shared giving plans Why separating legacy from inheritance helps families focus on purpose, not just asset transfer Common structures for charitable giving, including donor-advised funds, private foundations, and charitable trusts The role advisors play in moderating sensitive family discussions around wealth, values, and responsibility Why early education and transparency prepare heirs to steward both capital and charitable intentions Resources: Listen to Celebrity Estates on WealthManagement.com Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  WealthManagement.com LinkedIn: David Lenok LinkedIn: Informa LinkedIn: WealthManagement Connect With Philip Richter: Website: Hollow Brook Wealth Management LinkedIn: Hollow Brook Wealth Management LinkedIn: Philip Richter About Our Guest: Philip Richter is the President and Partner of Hollow Brook Wealth Management where he oversees firm-wide client relations, marketing and business development, and sits on the investment committee. Philip is involved with asset allocation, manager selection, and equity research. Philip previously served on the board of directors of WidePoint Corporation (NYSE: WYY). Currently, Philip sits on the board of the United States Equestrian Team Foundation, the United States Equestrian Federation, Revs Institute, and the Pray Family Foundation. Philip is the Chairman of the Lake Placid Horse Show, and the Treasurer of the Hampton Classic Horse Show. Philip received a BA from Boston College and an MBA from the Stern School of Business at New York University. Philip is a vintage car enthusiast who maintains a collection of modern classics and pre-war motorcycles. He participates in international car shows, hosts the Turtle Invitational (a biennial car show in Bedford, NY), and is a regular contributor to many equine and collector car publications. Philip also competes in equestrian show jumping in the high amateur-owner division.

For decades, wealth management was defined by proximity.Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn't lend itself easily to industrial logic.That assumption is now breaking.Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-making—one driven not by product innovation, but by ownership change. Wealth management is being scaled, with Private Equity-backed equity “roll-ups”.In the latest Investology episode, we're discussing the intricacies and implications of this industry trend with Andrew D. Mirolli, CEPA, the co-founder of BuyAUM.com - Growth Partner for RIA Buyers & Sellers.Enjoy the episode on every podcast platform or YouTube.About Andrew At buyAUM.com, I help Registered Investment Advisors (RIAs) scale their practices and safeguard their legacies.For growth-focused firms, I provide access to curated acquisition opportunities tailored to strategic goals. For advisors exploring succession, I offer guidance and connections to ensure their clients and life's work are placed in trusted hands.With nearly a decade of experience supporting advisors nationwide, I understand that every practice carries a legacy worth preserving. That's why we take a personal, relationship-driven approach, helping both buyers and sellers find the right fit for their future.Link: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Marriage, kids, and money — three things that can make life beautiful and stressful at the exact same time. But how do you build wealth and still have time for your family? Finance coach Andy Hill faced this exact question, and his answer was a step-by-step approach that feels doable and actually creates time freedom. In this episode, he shares how he and his wife went from a negative $50K net worth to building generational wealth for their family. You'll walk away with ideas to teach your kids money habits early and make giving fun! Topics discussed: Introduction (00:00) Andy's path to becoming a finance coach (00:59) Mission of the Marriage, Kids, and Money podcast (04:19) What it means to "create your own pension" today (06:43) Lessons in talking money and working with your spouse (09:15) How becoming a parent changed his view on money (12:21) Why he brings his kids on the podcast (16:08) Tips for parents to teach their kids good money habits (19:15) The 60/40 generational wealth plan for kids (21:11) Fintech tools that make teach money habits easier (22:18) The power of giving and how to make it fun for kids (23:26) Key takeaways from his book, Own Your Time (27:56) What brought you JOY today? (30:41) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Andy Hill: LinkedIn: https://www.linkedin.com/in/andyhillmkm/ Instagram: https://www.instagram.com/marriagekidsandmoney/ YouTube: https://www.youtube.com/MarriageKidsandMoney Facebook: https://facebook.com/marriagekidsandmoney Website: https://marriagekidsandmoney.com/ About Our Guest: Andy Hill, AFC®️is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness.  Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With over 10 million podcast downloads and video views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.  His debut book, "Own Your Time:  10 Financial Steps to Put Your Family First and Escape the Corporate Grind", will be released in January 2026. When he's not "talking money", Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

In this conversation, Michael Chang discusses the importance of building relationships in business, emphasizing the need for mutual value exchange and collaboration. He shares insights on how to effectively communicate and plan with others to foster deeper connections and achieve business goals.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Brian and Hans record together IN PERSON for the first time at the Factum Financial Infinite Banking Mastery Event in Scottsdale, Arizona, joined by Josh Rose from Factum Financial. This isn't your typical financial conference recap—it's a raw conversation about why the best financial gatherings spend more time discussing kids, vacations, and family legacy than investment returns.Whether you're struggling with the "we don't talk about money" generational curse or wondering how to raise financially literate kids without forcing them into specific careers, this fireside chat challenges everything conventional wisdom teaches about family and finances.Chapters:00:00 - Opening: First in-person recording from Scottsdale02:28 - Introducing Josh Rose and his journey to IBC05:05 - How IBC brings families together vs. traditional finance separating them06:56 - The Five Core Areas (Fab Five): Faith, Family, Fitness, Finance, Friendship10:38 - Evaluating your life as a wheel—are all areas balanced?17:16 - Living intentionally now vs. locking money away for retirement21:39 - "I don't have access to my money for 3-4 years" objection28:17 - The startup business analogy for whole life policies31:32 - The Future Family Letter: Eliminate bad habits, set standards, create excitement35:47 - Breaking the "we don't talk about money" curse37:37 - Teaching kids about money age-appropriately40:22 - Making "policy" a normal word in your household44:07 - "I want my children to do whatever they want PLUS be a banker"47:48 - Everyone's in two businesses: income generation and banking52:30 - Closing segmentKey Takeaways:Traditional finance promotes individuality and separates families—IBC brings families together through interdependence and shared banking systemsThe Five Core Areas (Faith, Family, Fitness, Finance, Friendship) create a framework for evaluating whether your life is "running smoothly"—connect the dots to see if your wheel is balancedYour kids are only this age once—IBC removes the false choice between living fully now and saving for later by giving you access to capital while building guaranteed wealthThe "we don't talk about money" generational curse creates financially illiterate children who learn from the world instead of their parents—break this by making "policy" a normal household wordWrite a Future Family Letter to eliminate generational habits you don't want, set clear standards for what you do want, and create excitement about what your family can becomeMake your children bankers first, then let them do whatever career they want—the banking foundation gives them freedom to pursue their passions without financial anxietyTraditional financial planning asks "what will I accumulate by 65?"—IBC asks "how can I live abundantly in all five areas while building generational wealth?"Got Questions? Reach out to us at info@remnantfinance.com or book a call at https://remnantfinance.com/calendar !Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance )Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588 )Twitter: @remnantfinance (https://x.com/remnantfinance )TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBE

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.Michelle's mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.Learn more: https://www.moorefamilywealth.com/Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.Michelle's mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.Learn more: https://www.moorefamilywealth.com/Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice.Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.Michelle's mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.Learn more: https://www.moorefamilywealth.com/Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice.Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.Michelle's mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.Learn more: https://www.moorefamilywealth.com/Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters

In this episode of The Family Biz Show, family business consultant Michael Palumbos is joined by Shawn Barberis of More Than Money 360 to explore how high-net-worth families can protect and grow their family wealth by focusing on communication, values, and legacy—not just dollars. Together, they unpack proven strategies to strengthen generational continuity, including the five pillars of success and six laws of family advancement. 1. Shawn's Journey & "More Than Money" (02:23–08:18) Shawn shares why he left law to launch a firm focused on the relational and cultural side of legacy. He realized families needed more than documents—they needed systems to protect family wealth through values, communication, and structure. 2. Perception vs. Reality of Risk (14:53–17:00) Most families fear market loss, but data shows 85% of wealth loss stems from broken trust and poor communication. Shawn highlights why this mindset shift is crucial to family legacy. 3. The Engagement Process (19:10–21:05) A 3-step approach: educate the family, define the legacy goal, and build a values-based plan. Legacy is built through process—not a single event. 4. Five Pillars of Generational Success (23:10–27:26) The foundation of enduring family wealth: communication, core values, family legacy, philanthropy, and governance—all working together to sustain family purpose and identity. 5. Six Laws of Family Advancement (29:27–35:42) From gratitude over entitlement to rising gen empowerment and transparent meetings, Shawn shares six laws that help families sustain wealth and legacy long term. 6. System, Process & the MTM Meter (37:29–41:19) Shawn introduces the More Than Money Meter—a tool that tracks how prepared and satisfied families are across the five pillars. As he says, "You can't improve what you don't measure." Tangible Takeaways for Leaders of Family Businesses Realize that the biggest threat to your family's lasting wealth is likely not the markets — it's breakdown in communication, trust and shared purpose. Use a process, not just an event: Begin with the end in mind, build curriculum, set outcome criteria. Prioritize the rising generation early: Give them voice, let them lead in meaningful ways, particularly in areas like impact investing or philanthropy. Use measurement: As you would for a business strategic plan or financial plan, set baseline, track progress in communication, values, legacy and governance. Consider your advisor ecosystem: One "quarterback" advisor who understands the family, across generations, often provides better continuity than multiple siloed advisors.

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.Michelle's mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.Learn more: https://www.moorefamilywealth.com/Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.Michelle's mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.Learn more: https://www.moorefamilywealth.com/Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset

In this episode of Beer and Money, Ryan Burklo and Rob Bukacek delve into the intricacies of estate planning, focusing on a sample client with a $4 million estate. They discuss the importance of revocable living trusts, the avoidance of probate, and the management of assets to ensure they are passed on to heirs in a protected manner. The conversation also touches on the implications of spousal trusts, estate taxes, and strategies for safeguarding assets for future generations, emphasizing the need for careful planning to protect family wealth. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Estate planning is crucial for high-net-worth individuals. Revocable living trusts help manage assets and avoid probate. It's important to consider potential issues with heirs, such as addiction or financial irresponsibility. Amendments to trusts may be necessary as laws and family situations change. Life insurance can impact estate tax considerations significantly. Understanding state-specific estate tax exemptions is essential for planning. Credit shelter trusts can protect assets from creditors and divorcing spouses. Trusts can be structured to provide for children while protecting their inheritance. Parents should consider how to manage their children's access to wealth after their passing. Effective estate planning requires ongoing education and adjustments.  Chapters 00:00 Introduction to Estate Planning 03:02 Understanding the Sample Client's Estate 06:14 The Role of Revocable Living Trusts 09:00 Avoiding Probate and Managing Assets 11:57 Navigating Spousal Trusts and Estate Taxes 17:51 Protecting Assets for Future Generations

What if your family business could run on renewable energy... not solar or wind, but the energy of trust, alignment, and shared purpose? In this episode of Building Unbreakable Brands, host Meghan Lynch talks with Michael Palumbos, founder of Family Wealth and Legacy and creator of the Family Business Flywheel. Michael shares how this framework helps entrepreneurial families synchronize their business systems, family dynamics, and wealth strategies to build momentum that sustains across generations. From redefining the family as an asset to fostering advisor collaboration, this conversation offers practical insights for any leader looking to strengthen both enterprise and legacy.Key Topics DiscussedReimagining the Family as an Asset: Why sustainable family wealth starts with strengthening relationships, communication, and shared values, not just financial performance.Inside the Family Business Flywheel: Exploring the three “cogs” that drive lasting success: self-operating business, family office coordination, and sustainable family legacy.Breaking Advisor Silos: How integrating accountants, attorneys, and wealth advisors under a shared vision can save families both money and heartache.Scaling with Intention: Building enterprise value without sacrificing trust, communication, or the family's evolving purpose.Next-Gen Voices: How fostering open conversations around values, vision, and personal passions prepares future generations to lead.From Movement to Mindset: Why the Flywheel approach is less a model and more a long-term commitment to generational stewardship.Connect with Michael Palumbos on LinkedIn or visit familywealthandlegacy.comBuilding Unbreakable Brands is hosted by Meghan LynchProduced by Six-Point Strategy

In this week's WealthTalk, Christian Rodwell and founder Kevin Whelan tackle the growing anxiety among UK business owners and investors as the autumn budget looms and economic headlines fuel uncertainty. They explore why fear-driven, knee-jerk financial decisions can be so damaging—and how to reframe your approach to build lasting, recurring income streams. The conversation covers government policy changes, inheritance tax, business succession, and practical steps to regain control, supported by real-life member stories and actionable advice. Key Topics Covered1. Current Economic Uncertainty & Its ImpactHeadlines are driving fear: budget rumours, slow property sales, and pension changes.Small business owners and savers are reacting to speculation, sometimes making rushed decisions.Older generations are increasingly turning to “buy now, pay later”—a worrying trend.2. The Danger of Knee-Jerk ReactionsKevin and Christian discuss how fear leads to poor decisions: raiding pensions early, panic property sales, or taking on short-term debt.Government policy changes often create uncertainty, leading to hasty moves that can undermine years of planning.“You don't plan your pension in a vacuum—you plan for a lifetime and a legacy.”3. Tax & Inheritance Changes: What You Need to KnowUpcoming changes to business succession tax: from April 2026, only the first £1m passed to the next generation will be tax-free (down from unlimited).Inheritance tax allowance has been frozen since 2009, dragging more people into the tax net.Unmarried individuals and those without children face additional challenges.4. Why Building Wealth is About Long-Term PlanningThe WealthBuilders approach: focus on building assets and recurring income, not just reacting to market or policy shifts.“Certainty comes from recurring income streams, not from activity or fear.”Importance of running a “family wealth business” alongside your main business.5. Member Success Story: John's JourneyJohn, a business owner, shares how WealthBuilders helped him move from feeling trapped to seeing a clear path to financial security.Building wealth outside the business creates options and security, even if business income fluctuates.6. Practical Steps to Regain ControlTake stock of your assets—many are under-leveraged.Reduce taxes and fees: review income tax, corporation tax, CGT, inheritance tax, and hidden financial fees.Consolidate pensions, update your will, and collect all key documents.WealthBuilders is developing a secure digital vault for document and asset tracking.7. The Power of Community & Trusted GuidanceDon't make decisions in isolation—seek advice from trusted communities, mentors, or professionals.Avoid taking guidance from social media or generic AI responses; your situation is unique.WealthBuilders' supportive community and expert network are there to help.Actionable TakeawaysPause Before Acting: Give yourself time to research and seek advice before making big financial decisions.Focus on Recurring Income: Build multiple streams of recurring income to create true financial security.Plan for the Long Term: Don't let short-term headlines derail your wealth-building journey.Get Organised: Consolidate pensions, update your will, and keep records secure for your family's future.Join a Community: Leverage the support and experience of others—don't go it alone.Final ThoughtsDon't let fear or headlines dictate your financial future. Build a system of assets that funds your lifestyle, and you'll always have control—no matter what changes come your way. Stay tuned for our post-budget episode and more practical guides to help you on your journey.Resources & Next StepsBook a Call: Visit wealthbuilders.co.uk and click the big red button to schedule a chat with the team.Trustpilot Reviews: Read real member stories and see the impact of WealthBuilders' step-by-step approach.Upcoming Guides: Look out for the new Inheritance Tax Guide and post-budget analysis—join the waitlist via the website.Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Host Jeremy C. Park talks with cityCURRENT Nashville partner, Chris White, Founder and Principal of Harvest Family Wealth, who highlights the firm he founded in 2007 that specializes in deep, technical financial planning, efficiency, and care, aiming to help clients achieve their financial goals, particularly across multiple generations. The conversation covers Chris' collaborative approach with business owners, including valuation and sale readiness, as well as current trends in the financial system and their impact on investment strategies. The discussion concludes with insights on global liquidity trends, philanthropic giving through donor-advised funds, and Chris's personal commitment to charitable giving and community service.SummaryHarvest Family Wealth's Financial PhilosophyHost Jeremy C. Park talks with cityCURRENT Nashville partner, Chris White, Founder and Principal of Harvest Family Wealth, who highlights the firm he founded in 2007 that specializes in deep, technical financial planning, efficiency, and care, aiming to help clients achieve their financial goals, particularly across multiple generations. Chris explains their collaborative approach and how it involves understanding clients' current financial situations, working with teams of experts to handle specific complexities, addressing emotions around money, and developing plans to meet their future aspirations.Business Valuation and Investment TrendsChris discusses his collaborative approach with business owners, emphasizing the importance of a specialized team for business valuation and sale readiness. He highlights the complexity and diversity of business value assessments, noting that overestimation is common. Chris also addresses current trends in the financial system, including the impact of AI, blockchain, and cryptocurrency, while emphasizing the growing demand for diversified investment portfolios incorporating private equity, real estate, and M&A opportunities.Global Liquidity and Philanthropy TrendsChris discusses the current state of global liquidity, highlighting trends such as quantitative easing, dropping interest rates, and government money printing, which generally benefit equity markets. He emphasizes the importance of addressing the U.S. debt and deficit problem. Chris and Jeremy also talk about philanthropic giving, with Chris explaining how donor-advised funds are increasingly popular and effective for charitable contributions. Chris shares a client example where using a donor-advised fund helped reduce tax implications from a Roth IRA conversion.Donor-Advised Funds: Tax-Efficient GivingChris discusses the benefits of donor-advised funds for tax-efficient charitable giving, emphasizing their impact on nonprofits and the importance of long-term tax planning. He shares his personal commitment to philanthropy, driven by a sense of gratitude and a biblical principle of stewardship. Chris highlights the significance of giving back through time, talents, and treasures, and encourages others to engage in community service. He provides contact information for further conversation, including his email, chris@harvestfamilywealth.com, and website, www.harvestfamilywealth.com.To learn more about Harvest Family Wealth visit https://www.harvestfamilywealth.com

This week, I talk with Alma Katsu about her new horror novel Fiend. We dive into her inspiration for the story, what draws her to horror, and how she crafted this insidious family.**Every tech issue that could happen did happen, so there's a somewhat rough cut when we had to switch platforms.Fiend by Alma Katsu SynopsisImagine if the Sackler family had a demon at their beck and call.The Berisha family runs one of the largest import-export companies in the world, and they've always been lucky. Their rivals suffer strokes. Inconvenient buildings catch on fire. Earthquakes swallow up manufacturing plants, destroying harmful evidence. Things always seem to work out for the Berishas. They're blessed.At least that is what Zef, the patriarch, has always told his three children. And each of them knows their place in the family—Dardan, as the only male heir, must prepare to take over as keeper of the Berisha secrets, Maris's most powerful contribution, much to her dismay, will be to marry strategically, and Nora's job, as the youngest, is to just stay out of the way. But when things stop going as planned, and the family blessing starts looking more like a curse, the Berishas begin to splinter, each hatching their own secret scheme. They didn't get to be one of the richest families in the world without spilling a little blood, but this time, it might be their own. Get Bookwild MerchCheck Out My Stories Are My Religion SubstackCheck Out Author Social Media PackagesCheck out the Bookwild Community on PatreonCheck out the Imposter Hour Podcast with Liz and GregFollow @imbookwild on InstagramOther Co-hosts On Instagram:Gare Billings @gareindeedreadsSteph Lauer @books.in.badgerlandHalley Sutton @halleysutton25Brian Watson @readingwithbrian

Today, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. He began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida, and held prior roles as Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc. and South Florida Site Leader for audits of employee benefit plans at PwC in Miami. Craig co-founded CAPA, a certified public accounting firm in 2004 and merged with Hancock Askew in 2020 prior to forming Veridian in 2025. He serves on the audit and finance committee of the Board of Directors for Catholic Charities of the Archdiocese of Miami and is a member of the University of Miami's School of Business Accounting Advisory Board. Craig and his firm, Veridian, are advisor members of FOX and we are thrilled to have their expertise available within our membership community. In recent years, technological advancements have transformed the role of the advisor serving UHNW families. Craig talks about how the role of the advisor has evolved alongside technology, and particularly how the role of the CPA has changed. With the rise of AI, we are beginning to witness the next-stage transformation of the family advisor role. Craig shares his thoughts on what is likely to happen to the role of the fiduciary advisor in the era of AI – how will CPAs, estate planners, and wealth planners will coexist with the AI tools. One practical consideration advisors and families need to navigate is the increasingly divergent preferences between older-gen and rising-gen clients. Craig offers his tips on how professionals and clients can best manage the “generational tug of war” caused by their different values and preferences. Finally, Craig provides his and suggestions for UHNW clients on how best to interact with their CPA – especially given all the self-serve tools and AI solutions that are increasingly available in all professional services fields. Please enjoy this highly informative conversation with a leading expert and experienced UHNW advisor serving enterprise families.

In this episode of the Real Estate Pros Podcast, host Pedro Pereira speaks with Rod Spratley, a seasoned real estate investor and general contractor. Rod shares insights into his journey in the real estate market, including his focus on the Eastern part of Virginia, the importance of family in business, and the lessons learned from market challenges. He emphasizes the significance of building relationships within the industry and his commitment to helping others succeed in real estate. Rod also discusses his future goals, which include educating others about real estate investing and providing quality housing for families.     Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The greatest risk to your business exit is relational. When you exit your business, it's not just a transaction. It is an emotional shift that can ripple through your marriage, your family, and your identity. In this episode, Jerome Myers speaks with Ruschelle Khanna, psychotherapist and author of Inherited Trauma and Family Wealth, about the emotional complexity of exiting a business and why unspoken dynamics can quietly sabotage even the best-laid plans. Listen now to discover how to protect both your legacy and your relationships. [00:00 – 13:00] Exit as Emotional Death Why a business exit mirrors grief and identity loss Common signs of resistance: sabotage, denial, and clinging to control The emotional weight on both the exiting founder and the heir [13:01 – 26:00] Marriage, Misalignment, and Mutual Resentment How exits reveal cracks in communication and shared meaning What Gottman's 7 Principles reveal about post-exit stress Why many spouses feel excluded, even when they say they're fine [26:01 – 36:00] Emotional Needs and Adult Tantrums HALT (Hungry, Angry, Lonely, Tired): decoding emotional outbursts Reparenting your partner: how trauma shows up in conflict Why emotional regulation is critical in post-exit life [36:01 – 50:00] Family Tension and Generational Distance How adult children emotionally react to legacy decisions Spotting the signs of withdrawal, resentment, or performative agreement Avoidance, silence, and the cost of not asking hard questions [50:01 – End] Trauma, Transition, and Transcendence The 5 trauma liabilities: chaos, procrastination, fawning, and more Inheriting more than money, modeling emotional clarity Choosing joy, presence, and intentionality in your next chapter Key Quotes: “A business exit is a tiny death.” – Ruschelle Khanna “The definition of a healthy mind is to be able to hold onto two ideas at the same time.” – Ruschelle Khanna Connect with Ruschelle! LinkedIn:  linkedin.com/in/ruschelle-khanna-lifestyle-for-legacy Website:  https://www.lifestyleforlegacy.com/ Ready for your next chapter? Start Your Assessment Now

Dr Boyce Watkins breaks down black family wealth and other variables that are connected

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this conversation, mortgage broker Cat Barnett discusses her unique specialization in helping clients navigate homeownership during divorce. She shares insights on the emotional and financial complexities involved, the importance of amicable negotiations, and the strategies that can protect family wealth. Cat also addresses the legal intricacies of property ownership during divorce and the role of mortgage brokers in providing guidance to clients in distressing situations. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

On this episode of the Jake and Gino podcast, we're joined by the legendary M.C. Laubscher – founder of Producers Wealth and host of the globally renowned Cashflow Ninja podcast. With over 1,000 episodes under his belt and financial strategies that have reached over seven million people, M.C. is redefining how entrepreneurs think about money, family, and long-term wealth.In this conversation, M.C. breaks down:- Why alternative assets like real estate and gold aren't really "alternative" at all - The five foundational pillars of a family office (yes, even if you're not a Rockefeller!) - How to think generationally about wealth with tools like family banks, legacy assets, and masterminds - Why most people are still making Wall Street-level mistakes in the private investment world - How to get started building your own family financial blueprint—even without millions in the bank If you're ready to ditch the noise, gain control of your capital, and build a legacy that lasts, this is a must-watch (or must-listen). Plus, we have some fun talking NFTs, meme coins, and how Jake still gets FOMO over Trump Coin.Get M.C.'s book Get Wealthy For Sure: https://getwealthyforsure.com—Chapters: 00:00 - Introduction  01:39 - M.C.'s Backstory  05:04 - What Went Wrong After 2008 and How People Repeated Mistakes  06:06 - What is "Alternative Investing" and Why It's Misbranded  09:35 - How the Market Changed After 2022: Interest Rates & Risk  12:58 - Demystifying the Family Office: Mindset Over Millions  28:49 - Meme Coins, NFTs, and Investing for 100 Years  32:00 - Teaching Kids Financial Literacy Through Play and Mentorship  36:01 - Where M.C. is Investing in 2025: Data Centers, Warehouses, Oil  42:22 - Multifamily Strategy in the Current Market Cycle  46:50 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)