Fearless Family Business

E37: Build Your Family’s Financial Foundation with Julia Myers


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How can you ensure your family's wealth is preserved and wisely managed across generations? 

Adam Hill talks with international speaker and founder of Generational Wisdom, Julia Myers, about the vital importance of passing on not just generational wealth, but wisdom, to our children. 

Julia shares the transformative journey that led her to discover how financial acumen must be wedded to wisdom in order to create true abundance for one’s family. She offers profound insights and practical strategies on financial education, emphasizing the creation of a family constitution and other unique financial tools and methods to help guide values and decisions. 

Discover how to prepare the next generation for responsible wealth management and instill lasting family values. Tune in to learn more!

0:00 Introduction

3:38 Julia's career-ending medical emergency

7:10 Shifting from wealth to generational wisdom

11:37 Adopting good money habits early on

16:24 Embracing privilege and finding purpose

22:16 Developing the right financial mindset

26:57 The 75% charity wealth distribution plan

30:06 The discernment quadrant for financial decisions

34:44 Starting money conversations with kids

38:59 Teaching financial independence to children

44:41 Discussing economic shifts with children

48:44 Creating a family constitution for legacy

55:23 Closing thoughts and contact information

Resources Mentioned:

📚 "Z Economy" by Jason Dorsey

📚 "Who Moved My Cheese?" by Spencer Johnson

🌐 Julia’s website: https://juliamyers.com

Email: [email protected]

Follow Adam:

IG: @theadamchill

YouTube: @adamchill

LinkedIn: https://www.linkedin.com/in/adamchill

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Fearless Family BusinessBy Adam Hill