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Episode 124: Maximum Uncertainty? Let's Revisit the Blueprint.

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Treść dostarczona przez Gebhardt Group, Inc. and Gebhardt Group. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Gebhardt Group, Inc. and Gebhardt Group lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

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Unlock the secrets of financial mastery and legacy building that have stood the test of time as your hosts, Matthew and Jim, explore the intricate dance of control within our economic lives. Embark on a journey through personal anecdotes and historical insights that reveal how to navigate the realms both within and beyond our grasp—from the rise and fall of dynasties to the daily temptations of impulsive purchases. They'll discuss how adjusting investment risks, understanding tax implications, and timing financial moves can shape our fiscal destiny, with an engaging look back at the contrasting fates of the Vanderbilts and the Rothschilds.This episode also displays the transformative 10-10-10 principle that keeps wallets in check. Whether wrestling the allure of shiny new gadgets or a luxurious set of golf clubs, you'll learn how to triumph over instant gratification. This candid conversation about financial discipline serves as a reminder of the power in pausing to ponder the lasting impact of our spending choices, ensuring our money aligns with our life's true priorities.Finally, the guys traverse the landscape of wealth and legacy planning, spotlighting the critical issue of 'longevity risk' and the need for financial strategies robust enough to support a life well-lived. Digging into the wisdom of the world's most affluent families, a dissection of the Rothschild's enduring methods for wealth preservation and the importance of instilling values for stewardship across generations is discussed and compared to the Vanderbilt's very different formula. Reflection on the necessity of discretion and private family matters, seals our exploration with a discussion on the profound significance of preparing heirs to not just inherit wealth, but to wield it with purpose and responsibility.Call to learn more: 877-283-9150 or email:Jim@yourfinanciasobriety.comMatthew@yourfinancialsobrieyt.comOr visit the website at www.yourfiinancialsobriety.com

You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.

  continue reading

153 odcinków

Artwork
iconUdostępnij
 
Manage episode 431885059 series 3590133
Treść dostarczona przez Gebhardt Group, Inc. and Gebhardt Group. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Gebhardt Group, Inc. and Gebhardt Group lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

We would love to hear what you have to say about this episode. Please send us a text.

Unlock the secrets of financial mastery and legacy building that have stood the test of time as your hosts, Matthew and Jim, explore the intricate dance of control within our economic lives. Embark on a journey through personal anecdotes and historical insights that reveal how to navigate the realms both within and beyond our grasp—from the rise and fall of dynasties to the daily temptations of impulsive purchases. They'll discuss how adjusting investment risks, understanding tax implications, and timing financial moves can shape our fiscal destiny, with an engaging look back at the contrasting fates of the Vanderbilts and the Rothschilds.This episode also displays the transformative 10-10-10 principle that keeps wallets in check. Whether wrestling the allure of shiny new gadgets or a luxurious set of golf clubs, you'll learn how to triumph over instant gratification. This candid conversation about financial discipline serves as a reminder of the power in pausing to ponder the lasting impact of our spending choices, ensuring our money aligns with our life's true priorities.Finally, the guys traverse the landscape of wealth and legacy planning, spotlighting the critical issue of 'longevity risk' and the need for financial strategies robust enough to support a life well-lived. Digging into the wisdom of the world's most affluent families, a dissection of the Rothschild's enduring methods for wealth preservation and the importance of instilling values for stewardship across generations is discussed and compared to the Vanderbilt's very different formula. Reflection on the necessity of discretion and private family matters, seals our exploration with a discussion on the profound significance of preparing heirs to not just inherit wealth, but to wield it with purpose and responsibility.Call to learn more: 877-283-9150 or email:Jim@yourfinanciasobriety.comMatthew@yourfinancialsobrieyt.comOr visit the website at www.yourfiinancialsobriety.com

You can learn more about The Whole Wealth Journey by visiting The Gebhardt Group.

  continue reading

153 odcinków

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