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.
What happens when a family experiences significant wealth—but the children still grow up grounded, generous, and motivated?
In this conversation, entrepreneur Steve R. shares how he and his wife navigated parenting through a successful business exit, taught their children about money, work, generosity, and faith, and avoided many of the pitfalls that often come with wealth.
You’ll hear practical lessons on raising financially responsible kids, family values, inheritance expectations, generosity, and preparing the next generation for wealth.
If you feel like you should be getting more value than the AUM fee you’re currently paying at your brokerage firm, visit https://engagewithbirchwood.com
