Resources
Clarity starts with understanding.
At Paxton Bridge, we believe good financial advice begins with education.
When people understand their assets, their options, and how financial decisions connect to life and family, they make clearer, more confident choices. This resource library brings together our thinking on financial planning, asset management, family wealth and intergenerational decision-making, so you can explore at your own pace.
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Episode 9: Intergenerational Wealth: Preparing the Next Generation for Financial Inheritance
In this episode of Activate Your Wealth, David Murdoch discusses the critical aspects of preparing the next generation for wealth inheritance.
Episode 8: Money Mindsets: Balancing Lifestyle Choices with Financial Sustainability
Join us as we discuss finding harmony between enjoying life and securing your financial future. We cover topics such as different money mindsets, the importance of priorities over balance, and making choices that align with personal values.
The Role of Family in Wealth Activism: Where Financial Clarity Begins
Long before we make our own financial decisions, we inherit beliefs, behaviours, and habits from those around us.
Episode 7: Strategic Assets: Building Wealth With Purpose Across Generations
Join us as we discuss the identification and leveraging of strategic assets throughout life. We explain the importance of balancing wealth accumulation with purposeful spending and why legacy living matters more than posthumous wealth transfers.
Episode 6: Money Mindsets: How Scarcity Vs Abundance Thinking Shapes Your Wealth Journey
Join us as we discuss how our money mindsets—whether scarcity or abundance—impact financial decisions. The conversation covers the importance of understanding one's relationship with money, balancing different financial perspectives in relationships, and making informed spending decisions.
Episode 5: Business Exit Strategies: Balancing Personal Wealth and Business - Successful Long-Term Freedom
Tune in to learn about actionable strategies for aligning your business and personal financial goals. We discuss navigating the intricate relationship between business success and personal wealth creation.
Episode 4: Family Wealth Conversations: How To Navigate Money, Values, and Legacy Across Generations
Join as as we dives into the complexities of discussing family wealth and inheritance across generations. We explore the role of personal and family values in financial decision-making, strategies for estate planning, and the importance of communication in managing wealth.
Episode 3: Life Goals Vs Financial Goals - While Your Dreams Should Drive Your Wealth Decisions
Join us as we explore the importance of aligning life goals with financial decisions. David explains the framework used to help individuals and couples discern their true life goals beyond superficial desires like becoming a multimillionaire.