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® 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.
In this episode, we break down powerful ideas from Die With Zero by Bill Perkins and challenge the traditional approach to wealth, inheritance, and retirement.
Learn why waiting until your kids are 60 may not make sense, how to maximize life experiences, and how to use your money more intentionally while you’re still alive. If you’re a high-income saver or retiree thinking about legacy planning, this conversation will change how you view money, time, and family impact.
