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What Does It Mean to Envizion More? with Trent Booth
Manage episode 412072012 series 3568267
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Welcome to the inaugural episode of the Envizion More Podcast.
I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months.
Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come.
I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my professional coach who has a knack for bringing out the best in those around him–you’ll hear from him frequently on this show.
Today, we answer the cornerstone question, “What does it mean to Envizion More?” (And why a podcast about it?)
Here are a few of the soundbites you’ll come across in today’s episode:
Wealth Beyond Net Worth
Financial success ruins as many families as it strengthens. How do we find and protect our core values in the midst of wealth?
What Is Wealth Acceleration?
70% of wealth disappears in the second generation. How do we mentor our kids to take what we’ve built and steward it well, accelerating our family wealth and impact through generations 2 and 3?
Why We Don’t Talk About Retirement
We encourage our clients to plan for “financial independence.” Don’t work 40 years to put your feet up and coast with no purpose. We want our clients to manage their wealth towards maximum freedom–freedom to pursue your family's calling and vision.
I hope you enjoy this opening episode, and if you’d like to check out the show notes or learn about our work at Vizionary, visit us at EnvizionMore.com.
Key Highlights- 00:00 Financial empowerment beyond retirement planning
- 10:39 Personal growth through extensive reading
- 13:50 Challenging biases for financial breakthrough
- 17:28 Rethinking vision: Impact over retirement
- 30:21 Using wealth to accelerate values through generations
- 39:40 Breaking generational mindsets for success
- 45:50 Practicing intentional family conversations on values
- 51:27 Avoiding entitlement in generational wealth
- 1:03:02 Storytelling for accessible financial concepts
- Envizion More: http://www.EnvizionMore.com
- Vizionary Wealth: http://www.VizionaryWealth.com
- Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
- Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
- Disclosures: http://www.VizionaryWealth.com
- Veritas Leadership Group: https://www.veritasleadershipgroup.org/
- Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
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