Not one of my grandkids? I’d love to hear from you as well! You can email me at james@sweetfishmedia.com.

169: My 2022 in Review & the Importance of Annual Planning

The “third-generation rule” tells us that 70% of affluent families will have lost their wealth by the third generation. As much as we want our grandkids to fall into the 30% of that statistic, there’s something we want even more…

Way more important than financial wealth, we want our grandkids to inherit a legacy of faith and love. 

This podcast was born because we want our grandkids to hear the journey that their grandma and I took to build that legacy.

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The “third-generation rule” tells us that 70% of affluent families will have lost their wealth by the third generation. As much as we want our grandkids to fall into the 30% of that statistic, there’s something we want even more… Way more important than financial wealth, we want our grandkids to inherit a legacy of faith and love. This podcast was born because we want our grandkids to hear the journey that their grandma and I took to build that legacy.

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169: My 2022 in Review & the Importance of Annual Planning

169: My 2022 in Review & the Importance of Annual Planning