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

Join David Murdoch, principal advisor at Paxton Bridge and pioneer of wealth activism, as he delves into the transformative power of understanding core values in wealth planning.

Discover how a unique process involving 15 value cards can help couples and families uncover what truly matters to them, leading to more meaningful financial decisions and improved communication.

This episode sheds light on value-based advising, highlighting its evolving role in the financial profession and its impact on multi-generational wealth. Learn how aligning wealth with values can create a lasting, positive impact on your life and those around you.