Episode 11: Family Wealth Activism: Creating Meaningful Impact Across Generations

Join us as we explain the concept of wealth activism, which extends beyond traditional wealth management by emphasising the importance of sharing wealth, educating the next generation, and nurturing relationships for meaningful impact. The discussion touches on the significance of involving family in wealth decisions, the joy of giving, and the non-financial aspects of wealth such as emotional and psychological dynamics within family groups. The episode also addresses how to handle family dynamics, the extended longevity of family members, and issues like elder abuse.

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Work-Life Integration and Financial Freedom

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Episode 10: Creating Your Financial Roadmap: How Values-Based Planning Transforms Wealth Decisions