Episode 1: Unlocking Financial Freedom and Life-Shaping Experiences

In this episode of the Activate Your Wealth Podcast, David shares the origins and principles of Paxton Bridge, detailing how the firm has approached financial services over the past 15 years. They discuss the concept of wealth activism, which goes beyond traditional wealth management to focus on how clients can use their financial resources to build lasting legacies and achieve personal fulfillment. Key topics include the importance of personal relationships, the emotional aspects of financial decisions, and the significance of intergenerational wealth and values. The conversation also delves into how wealth activism helps clients align their financial decisions with their life goals and values, encouraging proactive and conscious use of wealth.

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Episode 2: Values-First Wealth Planning: How Understanding Your Core Values Creates Meaningful Multi-Generational Impact

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Strategic Asset Management: Aligning Wealth with Your Life Goals