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Discussing Wealth and Relationships with the Next Generation - David McAlvany: Ep #494

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Content provided by Dr. David Phelps. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Phelps or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Real legacy is so much more than just the financial—it’s about passing down values, family identity, and hard-earned wisdom. Baby Boomers and the Silent Generation are expected to pass down a combined $84.4 trillion in assets to younger generations over the next 2 decades. Will the younger generations be ready to receive, maintain, and grow that wealth? This week, David McAlvany joins the show to share how you can go about passing down that intangible wealth to the next generation.

Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:

  1. David McAlvany - Building Wealth and Legacy in Inflationary Times - Ep# 489
  2. Alastair Macdonald - Circumventing Economic Crises and the Pursuit of Wisdom - Ep# 493
  3. Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep# 475

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

  continue reading

482 episodes

Artwork
iconShare
 
Manage episode 432017129 series 2568390
Content provided by Dr. David Phelps. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Phelps or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Real legacy is so much more than just the financial—it’s about passing down values, family identity, and hard-earned wisdom. Baby Boomers and the Silent Generation are expected to pass down a combined $84.4 trillion in assets to younger generations over the next 2 decades. Will the younger generations be ready to receive, maintain, and grow that wealth? This week, David McAlvany joins the show to share how you can go about passing down that intangible wealth to the next generation.

Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:

  1. David McAlvany - Building Wealth and Legacy in Inflationary Times - Ep# 489
  2. Alastair Macdonald - Circumventing Economic Crises and the Pursuit of Wisdom - Ep# 493
  3. Anna Kelley - Building Wealth and Teaching Financial Wisdom to the Next Generation - Ep# 475

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

  continue reading

482 episodes

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