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053: Creating Generational Wealth with Estate Attorney Paul D.
In this episode, Chris Monzon interviews attorney Paul Deloughery, author of the books Probate Made Simple and Lasting Wealth. They discuss the importance of creating generational wealth and the emotional journey that led Paul to write his book. Paul shares his personal background, including the discovery that his biological father was not who he thought, and the impact it had on his life. They also discuss the importance of family legacy and how sharing family stories can help future generations succeed. In this conversation, Paul Deloughery and Chris Monzon discuss the importance of addressing family secrets and stories when passing wealth across generations. They emphasize the need for open communication and honesty to prevent generational sins and ensure lasting wealth. They also touch on the significance of finding purpose and meaning in life, the value of therapy and meditation, and the importance of seeking out trusted professionals for financial and estate planning. Overall, the conversation highlights the need for self-reflection, open dialogue, and seeking guidance to create a strong foundation for generational wealth.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
Welcome to The FI Guys, your go-to channel for all things related to financial independence, investing, and personal finance! We're passionate about helping you achieve your financial goals and gain control over your money.
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction
11:18 Discovering Family Secrets
16:11 The Impact of Money
22:32 The Importance of Family Legacy
29:05 The Pitfalls of Keeping Secrets and the Importance of Open Communication
32:38 Creating Lasting Wealth: Teaching Rather Than Giving
35:31 Finding Purpose and Meaning in Life Beyond Financial Independence
48:03 Finding Trustworthy Financial Advisors and Attorneys: Perseverance is Key
#generationalwealth #family #moneymanagement
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/
View all episodes
By The FI GuysIn this episode, Chris Monzon interviews attorney Paul Deloughery, author of the books Probate Made Simple and Lasting Wealth. They discuss the importance of creating generational wealth and the emotional journey that led Paul to write his book. Paul shares his personal background, including the discovery that his biological father was not who he thought, and the impact it had on his life. They also discuss the importance of family legacy and how sharing family stories can help future generations succeed. In this conversation, Paul Deloughery and Chris Monzon discuss the importance of addressing family secrets and stories when passing wealth across generations. They emphasize the need for open communication and honesty to prevent generational sins and ensure lasting wealth. They also touch on the significance of finding purpose and meaning in life, the value of therapy and meditation, and the importance of seeking out trusted professionals for financial and estate planning. Overall, the conversation highlights the need for self-reflection, open dialogue, and seeking guidance to create a strong foundation for generational wealth.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
Welcome to The FI Guys, your go-to channel for all things related to financial independence, investing, and personal finance! We're passionate about helping you achieve your financial goals and gain control over your money.
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction
11:18 Discovering Family Secrets
16:11 The Impact of Money
22:32 The Importance of Family Legacy
29:05 The Pitfalls of Keeping Secrets and the Importance of Open Communication
32:38 Creating Lasting Wealth: Teaching Rather Than Giving
35:31 Finding Purpose and Meaning in Life Beyond Financial Independence
48:03 Finding Trustworthy Financial Advisors and Attorneys: Perseverance is Key
#generationalwealth #family #moneymanagement
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/