Not Your Average Financial Podcast™

Episode 102: Keeping Up with the Rockefellers: The Family Office Concept

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In this episode, we ask:

  • Would you like to join us for a live show on Saturday, September 7, 2019 1PM Central Time? See connection details below!
  • Would you like to take our 90-second survey?
  • Have you engaged estate planning?
  • What does an estate plan do?
  • What do you want to pass on?
  • Have you seen the movie, The Ultimate Gift?
  • What did the Rockefeller family do with their money?
  • What does Warren Buffet say about estate planning?
  • Have you read the book Entrusted?
  • What are the seven core disciplines?
  • What about Rockefeller?
  • What about Vanderbilt?
  • What happened to the wealth through the generations?
  • What is the lesson here?
  • Is there a better way?
  • How might you build up wealth with a Bank on Yourself® type policy?
  • How does budgeting work with estate planning?
  • What about insuring family members or other insured interests?
  • Have you heard Episode 19 on the 4 Rules of Budgeting?
  • What are some ways you can pass on ideas to future generations?
  • What about personal loans to family members or friends?
  • Do family office strategies need to be complex?
  • What are some ideas for legacy planning?

    • Join us LIVE on Saturday, September 7, 2019 at 1PM Central Time

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