Episodes
For families with significant wealth, the question shifts from “Will I have enough?” to “How do I steward this well?”
Over years of working with affluent families, we’ve seen recurring concerns: How much should we give our children without harming their motivation or well-being? How do we live with purpose? How can we protect family unity from the challenges wealth can bring? And how do we balance enjoying our resources with giving?
Join Stephen Nelson, CFA®, CFP® and Matt Higbie, CFA®, CFP®, TPCP® as they share insights on investing, tax planning, and raising grounded, capable children. This isn’t generic advice—it’s clarity for those with more at stake.
Retirement isn’t just about having enough money. It’s about deciding what you’ll do with the freedom you’ve worked decades to achieve.
In this podast, Stephen explores the responsibility of retirement – why financial independence can actually require more intentionality, initiative, and purpose.
From strengthening family relationships and investing in grandchildren to generosity, faith, and creating meaningful experiences, a successful retirement requires more than a financial plan. It requires a plan for how you’ll use your time.
