Posts Tagged ‘Leave a Legacy’
Seven Generations Legacy Book Launch
In this episode, we discuss how our new book, “Seven Generations Legacy,” serves as a guide to creating a lasting legacy for future generations. The discussion emphasized the significance of leaving behind more than just material wealth. In the world of wealth management and estate planning, the term “legacy” is often used to refer to…
Read More3 Reasons to Leave an Inheritance
Have you ever paused to ponder the legacy you’re creating, the inheritance you’re accumulating, or the lasting impression you’re leaving behind? The thought can be heavy, even daunting – but it’s a conversation worth having. With a focus on infinite banking and the inevitable death benefit that will be left to your heirs, we venture…
Read MoreAvoid Pitfalls of Leaving an Inheritance, with Lee Hausner
In this episode of the Money Advantage podcast, we explore how to avoid the pitfalls of leaving an inheritance and ensure you leave a positive impact on future generations through intentional wealth management and legacy planning. Inheritance, a transfer of wealth from one generation to another, can be a double-edged sword. On one hand, it…
Read More18 Summers, with Jim Sheils
You only have 18 summers with your kids. How will you make them count? Today, we’re talking with Jim Sheils of 18 Summers and author of The Family Boardroom. We’re digging into how you—the entrepreneur, business owner, and busy parent—can deepen your relationship with your child. So, if you want to create lifelong connections, trust,…
Read MoreThe Multigenerational Family Business, with Dr. Dennis Jaffe
For an intended multigenerational family business to last past the first generation, the family must become a successful team. Professor, organizational consultant, family therapist, and family business consultant Dr. Dennis Jaffe joins us today. He has helped families overcome challenges that impede successfully transferring businesses, wealth, value, commitments, and legacies across generations. So, if you…
Read MoreSecrets to a Strong Family Culture, with Jeremy Pryor
Culture matters in the corporate world. It drives profitability and retention, reduces turnover, and leads to higher job satisfaction. But the family is an arena where the stakes are even higher. Without a strong family culture, all your plans, strategy, and even your legacy will fall apart. That’s why it’s time to dedicate yourself to…
Read MoreWriting Your Legacy Letter, with Blake Brewer
Do you want to write the perfect letter to your kids, but don’t know exactly where to start, what to say, or how to share your heart best? Legacy Letters solve this problem. Blake Brewer is on a mission to help 1 million dads write at least one well-written, meaningful, lasting Legacy Letter to their…
Read MoreSuccessful Families, Inheritance, and Family Giving with Rabbi Daniel Lapin
What does ancient Jewish wisdom reveal about successful family enterprise and leaving a legacy? Today, we’re talking with Rabbi Daniel Lapin. He is the author of Thou Shalt Prosper—Ten Commandments for Making Money, and Business Secrets from the Bible. In this conversation, we’re digging into ancient Jewish wisdom for successful families, and how to navigate…
Read MoreKeys to Asset Protection, with Douglass Lodmell
Should you be concerned about asset protection? What types of risk should you know about? What you don’t know about protecting your assets CAN hurt you. In this episode, we’re talking with Douglass Lodmell, one of the nation’s leading asset protection experts and founder of Lodmell & Lodmell about asset protection and how it works.…
Read MoreWealth Transfer Risks that Can Cost You Big, with Ron Phillips
Want to know what happens to your real estate portfolio after you’re gone? In this episode, we’re talking with Ron Phillips—CEO of RP Capital, a real estate brokerage—about his client who passed away. It turns out, his family didn’t even know what assets he had, or what to do with them, and it almost cost…
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