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EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.
Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising families. I met him in Nashville early in 2020 and stayed in touch. When I heard he was writing a book, I knew we were kindred spirits having gone through that process myself. That book, “When Anything is Possible”, just came out and I couldn’t be happier for him. I think it is a terrific companion to those looking to forestall the “Shirtsleeves to Shirtsleeves” phenomenon and help business owners and their families structure and build lives of purpose. In this podcast, we discuss some of his insights and the book-writing process itself.
https://www.amazon.com/When-Anything-Possible-Wealth-Strategic/dp/173568130X/
Introduction
Chapter 1 Wealth Strategy: Defining the Terms
Section One: Wealth Structure
Chapter 2 Wealth and What It Is
Chapter 3 Level of Wealth
Chapter 4 Psychology: Money’s War on Our Brains
Chapter 5 Coming Into Wealth
Section Two: Wealth Identity
Chapter 6 How You Feel About Yourself Affects How You Feel About Wealth
Chapter 7 Defining Your Wealth Identity
Section Three: Wealth Strategy
Chapter 8 How to Spend It
Chapter 9 How to Invest
Chapter 10 Giving to the Next Generation
Chapter 11 Philanthropy
Chapter 12 Building a Life of Intention
Here are a few recent blog posts which introduce concepts from the book:
The Challenge and Complexity of Entitlement
Adjusting to Life After The Liquidity Event
Creating a Wealth Surplus to Pass to Future Generations
What You Should Know Before Marrying Rich
You can find David here:
Book – whenanythingispossible.com
Website: www.familycapitalstrategy.com
Newsletter – FIFTEEN ON FRIDAY –
Twitter: @DavidCWellsJr
https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/
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By Frazer Rice
4.8
2525 ratings
Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising families. I met him in Nashville early in 2020 and stayed in touch. When I heard he was writing a book, I knew we were kindred spirits having gone through that process myself. That book, “When Anything is Possible”, just came out and I couldn’t be happier for him. I think it is a terrific companion to those looking to forestall the “Shirtsleeves to Shirtsleeves” phenomenon and help business owners and their families structure and build lives of purpose. In this podcast, we discuss some of his insights and the book-writing process itself.
https://www.amazon.com/When-Anything-Possible-Wealth-Strategic/dp/173568130X/
Introduction
Chapter 1 Wealth Strategy: Defining the Terms
Section One: Wealth Structure
Chapter 2 Wealth and What It Is
Chapter 3 Level of Wealth
Chapter 4 Psychology: Money’s War on Our Brains
Chapter 5 Coming Into Wealth
Section Two: Wealth Identity
Chapter 6 How You Feel About Yourself Affects How You Feel About Wealth
Chapter 7 Defining Your Wealth Identity
Section Three: Wealth Strategy
Chapter 8 How to Spend It
Chapter 9 How to Invest
Chapter 10 Giving to the Next Generation
Chapter 11 Philanthropy
Chapter 12 Building a Life of Intention
Here are a few recent blog posts which introduce concepts from the book:
The Challenge and Complexity of Entitlement
Adjusting to Life After The Liquidity Event
Creating a Wealth Surplus to Pass to Future Generations
What You Should Know Before Marrying Rich
You can find David here:
Book – whenanythingispossible.com
Website: www.familycapitalstrategy.com
Newsletter – FIFTEEN ON FRIDAY –
Twitter: @DavidCWellsJr
https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/
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