The Weekly Money Clip

First-Generation Wealth & Women’s Financial Power: Aligning Money with Purpose


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What happens when you build wealth faster than you ever imagined?

On this episode of ⁠⁠The Money Path⁠⁠, host Todd M. Schoenberger sits down with Jackie Prideaux, CFP, Lead Advisor and Partner at Brighton Jones, for a powerful conversation on first-generation wealth, women’s financial empowerment, and values-driven legacy planning.

Jackie shares insights from advising tech professionals and entrepreneurs who experience rapid wealth accumulation — but still wrestle with scarcity mindsets and emotional decision-making.

They explore:

• The psychology of first-generation wealth

• Why rapid success can create financial hesitation
• Preparing the next generation through financial literacy
• The realities women face in wealth planning — longevity, career pauses, divorce, widowhood
• Supporting widows with empathy and practical strategy
• Aligning legacy plans with deeply held personal values

This episode goes beyond numbers and portfolios. It’s about confidence, clarity, and building wealth that reflects who you are — and what you stand for.

If you care about family, purpose, and financial empowerment, this is a must-watch conversation.

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📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only.
Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent.
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The Weekly Money ClipBy Evergreen Podcasts | CrossCheck Media