What if everything you think you know about wealth planning is missing the most important piece? Craig Decker, managing director at Raymond James, reveals why successful families focus on the 100-year wealth plan rather than just retirement savings. After three decades in wealth management and working alongside professional athletes, Craig has discovered that your money can only go to three places when you die, and you get to pick two. His approach to multi-generational wealth isn't just about accumulating assets-it's about passing down the values that keep families connected across generations.
Craig shares the powerful exercise he gives every client family: creating a family mission statement that defines what it truly means to carry their name. From helping pro athletes navigate sudden wealth to guiding business owners through complex exit strategies, he's learned that transparency with children about finances creates stronger family foundations. You'll discover why the third generation typically changes direction, how to measure success both professionally and personally, and the homework assignment that could transform how your family approaches wealth for the next century.
Want to grow your podcast, land more guest appearances, and save hours every week? The Podcast Growth Partner helps podcasters, guests, and podcast teams create stronger content, prepare smarter, and grow strategically.
Start your free 3-day trial: PodcastGrowthPartner.com
Want personalized podcast strategy support? Book a free clarity call: MeetwithOlivia.me
Connect with Olivia Atkin & Achieving Success:
Website: Achieving-Success.com
Facebook Community: The Podcaster’s Powerhouse Community For Business Owners
Facebook: Olivia Atkin | Achieving Success
LinkedIn: Olivia Atkin | Achieving Success
Instagram: @_achievingsuccess
Connect with Craig Decker:
LinkedIn: Craig Decker
Website: DeckerGlobalWealth.com
Phone: 410-525-6208
Disclaimer:
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of Craig Decker and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that these statements, opinions, or forecasts provided in the attached article will prove to be correct. Individual results may vary. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Become a supporter of this podcast: https://www.spreaker.com/podcast/achieving-success-with-olivia-atkin--5743662/support.