Have you and your spouse thought about and set your financial finish line? 

In this episode, Jeff and Cale discuss: 

• When is enough enough?
• Being a steward and not an owner of God’s resources. 
• Orienting your life for abundance today, but also for treasures in heaven. 
• Taking inventory of what is yours to steward. 

Key Takeaways: 

• Keeping up with the Joneses is not the finish line that brings about any sense of significance or purpose. 
• You can’t take it with you, but you can send it ahead. 
• Change your view on giving. Instead of asking “how much should I give?” ask “how much am I allowed to keep?”
• Everyone will define a full life differently. But everyone who leans into their definition of a fuller life

"This speaks to another principle we have at Arkos called: have a written plan. Well, it's hard to have a written plan if you don't know where everything is, and have some semblance of what we're marching towards." —  Cale Dowell

Episode References: 

• The Treasure Principle by Randy Alcorn

About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations.

Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast. 

After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.

Connect with Cale Dowell:

Website: https://www.arkosglobal.com/ 

Email: [email protected]

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

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv 

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

If you had to write your one paragraph, what would your paragraph say?

In this episode, Jeff and Brent discuss: 

• The structure and benefits of having a B Corp.
• Why you may want to run a B Corp business.
• The legal requirement of filing and displaying your public benefit.
• Finding growth in the process of writing and identifying your purpose.

Key Takeaways: 

• The public benefit of a B Corp can be educational, social, environmental, or religious.
• One of the benefits of knowing you have a religious public benefit, you know what your purpose and products must all point back to, without question.
• The world is not shy about pushing its views on people. Don’t be shy about showing the world what you believe.
• Wake up to the situations of the world, and stand up for what you believe.

"The least you can do is state your values and try to live them out." —  Brent Dusing

About Brent Dusing: Brent Dusing is the CEO and founder of TruPlay, a gaming platform created to bring high-quality, fun, and biblically sound entertainment to audiences worldwide. An entrepreneur at heart, Dusing pioneered game creation with Christian content through Lightside Games, a Christian gaming studio reaching more than 7 million game players worldwide and resulting in 25,000 decisions for Christ. As the founder and CEO of Cellfire, Dusing created the nation’s leading mobile coupon company, used today at grocers like Safeway and Kroger, and led Catalina Marketing to acquire Cellfire for $108 million. He began his career as a venture capitalist at Menlo Ventures, where he sourced multiple nine-figure exits and generated top-quartile returns. Over his career, Dusing has been featured on CNN, Fox News, ABC News, The Wall Street Journal, The New York Times, USA Today, Entertainment Weekly, and other news media. Dusing has a bachelor’s degree in economics from Harvard University.

About TruPlay: TruPlay is reaching families around the world with high-quality entertainment products that encompass God's Truth. TruPlay is building games, digital comics, video content, and Web 3.0 content to bring light to a world in need of God’s love, hope, and truth. TruPlay’s platform launches in 2023. TruPlay is a team of dozens of industry veterans with deep expertise in games, storytelling, animation, entertainment, and technology, who are committed to seeing the betterment of children around the world. For more information, visit truplaygames.com.

Connect with TruPlay and Brent Dusing:

Website: https://www.truplaygames.com/

Discord: https://discord.com/invite/truplay

YouTube: https://www.youtube.com/channel/UCutwcoaalmdoIoxaZ2coQhA

LinkedIn: https://www.linkedin.com/company/truplay/

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

Twitter: https://twitter.com/TruplayGames

Instagram: https://www.instagram.com/truplaygames/

Facebook: https://www.facebook.com/truplaygames/

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Are you planning for the Kingdom or the world? 

In this episode, Jeff and Cale discuss: 

• Thinking about your financial estate plan from a different angle.
• Planning your giving before you die.
• Generous giving as a family with a non-traditional framework of giving.
• The top five questions are frequently asked by generous business owners.

Key Takeaways: 

• The three key questions: How much is enough for us? How much is enough for the kids? What do we do with the rest?
• There is value in community and in having like-minded advisors as you write your estate plans.
• You should have a financial finish line written down. You should also be on the same page as your spouse with that finish line and what is happening with any excess.
• It’s not about the balance sheet or the barn, it is about what God tells you and your spouse to do.
• Write a blessing letter to your children - write why you love them, what sticks out to you about their lives, about seeing God’s hand in their lives, and more. Update it over the years.

"God doesn't care about how many talents you have. What He cares is what you do with them." —  Cale Dowell

About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations.

Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast. 

After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.

Connect with Cale Dowell:

Website: https://www.arkosglobal.com/

Email: [email protected]

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

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

How are you giving others the opportunity to participate in your journey of generosity? 

In this episode, Jeff, Jeff, and Matt discuss: 

• Desiring to do more and seeing God’s blessings in life’s challenges.
• Being willing to take risks and do anything necessary. 
• Balancing life priorities with growing a business. 
• Encouraging employees and family to engage in generosity and giving. 
• Doing the work with God, not on your own.

Key Takeaways: 

• Growing your business is important, but not more important than your faith, your family, and your health. When those are going well, your business will grow.
• Get into peer groups and mentorships as soon as you can. 
• Even when opportunities are given to you, they do require work. When you can give back, share opportunities with others. 
• Look for opportunities to give that are unique to your business and position. 

"Balance - work towards it as early on in your career as you possibly can. You won’t regret it. The work, the customer relationships, it will all take care of itself if you can focus and get your priorities straight and work on your faith, your relationships with your family, and with your spouse in particular." —  Matthew Hiltz

About Matthew Hiltz: Matthew Hiltz is the Founder/CEO of Hiltz Propane Systems, Inc. in Marietta, PA. They provide turnkey propane system solutions for bulk storage, commercial, industrial, and agricultural applications. Hailing from Nova Scotia, Canada, Matt Hiltz is a mechanical engineer with 20 years of experience in the propane industry. He started Hiltz Propane Systems in 2011 and has seen the company grow to 50 employees who primarily service the Eastern half of the U.S. with opportunities expanding across the country. Matt and his family are active members of LCBC Church and frequently support the community with their time and resources. Matt, his wife Margaret, and their 3 children live in Manheim, PA.

Connect with Matthew Hiltz:

Website: https://www.hiltzpropanesystems.com/ 

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv 

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Are you listening when God speaks? Are you going where He sends you? 

In this episode, Jeff and Terry discuss: 

• Keeping in touch and maintaining lifetime friends.
• Seeing God’s hand in the paths of our lives.
• Hearing God’s voice and acting on our promises with Him.
• Business as a platform for faith.

Key Takeaways: 

• If you listen and obey, everything God touches will turn to gold. It won’t be through your power, it will be through Him.
• You don’t need to be perfect. God will meet us where we are and work with who we are.
• God is the owner of everything - our time, our talent, and our treasures.
• Serve God and He will lead you where you need to go. Start with faith, act in obedience, and be amazed at where He takes you.

"Get into the habit of every day asking God for direction and obeying those instructions. Then watch what happens, because I'm telling you, everywhere He leads you will turn into gold." —  Terry Trayvick

Episode References:

• When Dreams Are Disrupted: A Story of God’s Faithfulness by Sandy Ramsey - https://www.amazon.com/When-Dreams-Are-Disrupted-Faithfulness-ebook/dp/B0D9DV4SGT

About Terry Trayvick: Terry Trayvick is a seasoned business strategy and transformation leader with over 40 years of experience in the automotive, consumer goods, printing, housing, health care, food, and private funding industries. Terry has earned the respect of global leaders for his ability to align organizations to deliver exceptional results.

Terry is the founder and leader of Level Five, LLC (a strategy and execution company focused on helping companies go from good to great) and 5th Level Capital (a private funding company focused on debt and equity investments in the real estate industry). He is co-owner, with his wife Sandy, of Trayvick Private Investments and Trayvick Model Homes. And Terry is co-owner, with his daughters, of Trayvick SFA (a company focused on building multi-family housing in the Dallas-Fort Worth Metroplex).

Prior to becoming an entrepreneur, Terry spent 20 years in corporate America. In several executive positions.  Terry was the Global President of R.R. Donnelley Financial, a $1 billion business unit. Terry led a diverse team consisting of 5,000 people in 40 locations around the world and spearheaded a transformation that grew market share and improved profitability by $80MM in three years. Prior to the role of Global President, Terry was the Senior Vice President of Strategy for R.R. Donnelley’s $5 billion Print Solutions Group. Earlier in his career, Terry held several executive finance positions at R.R. Donnelley, Sara Lee, and Procter and Gamble, and several operations roles at General Motors.

Terry is Chairman of the board for Water.org, a board member of Emacx Systems, and Vice Chairman of the Board of Trustees for the 9000 member Christ Church in Montclair and Rockaway, New Jersey.  Terry’s hobbies include playing golf, spending time with family and friends, traveling, and working out.  Terry grew up in Dayton, Ohio, lives in Montclair, NJ, has three adult children, and has been married to his wife, Sandy, for over 34 years. 

Terry has a B.S. in Industrial Management from the University of Cincinnati and an MBA in Finance and Marketing from Columbia Business School.

Connect with Terry Trayvick:

Website: https://www.5thlevelcapital.com/

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Are you spending quiet time every day in conversation with God? 

In this episode, Jeff and Marty discuss: 

• Working as a cohesive leadership team.
• Prayer is a secret sauce for success.
• Stewarding what God has entrusted to us.
• Living life to honor your parents and prior generations.

Key Takeaways: 

• You cannot have enough communication. Communication is at the heart of everything we do in life, business, and ministry.
• People are ambitious and driven and can handle more responsibility earlier than many think.
• We can make it through more than we think we can.
• We need to be generous because it's the right thing to do, not just because it is right for business or looks good or any other reason. It’s about being a blessing to others.

"It's about helping people whom you know. There's nothing in it for you. It's just a blessing to be generous with people who you will never get anything from. The profound irony there is you actually do get a tremendous amount of blessings, but it's not calculated on a spreadsheet, per se. There's just so much more to the richness of life that comes from it." —  Marty Ozinga 

Episode References: 

• Lead With Prayer: https://www.leadwithprayer.com/
   

About Marty Ozinga: Marty Ozinga IV is the chief executive officer of Ozinga. Founded in 1928, Ozinga is a fifth-generation family enterprise best known for its red and white striped concrete mixer trucks. In 2012, Marty took the reins of running the family business as CEO from his father, Marty Ozinga III. Marty is joined by his five brothers and one cousin in the fourth generation of ownership, all of whom are currently working in the business. There are thirty-two family members in the fifth generation. 

Marty earned a BA in economics and business from Westmont College in Santa Barbara, CA, and an MS in communications from Northwestern University. He has served on numerous not-for-profit boards, including chairing the board of Daystar Academy in Chicago. He is currently serving on the board of the Luke Society. Marty and his wife Amy have six children. They reside in the Little Italy neighborhood of Chicago. 

Ozinga is a purpose-driven business whose purpose is to have a positive impact on individuals, their families, and the community for generations. This purpose is rooted in the Ozinga family's mission to first and foremost honor and glorify God and to serve the crown of His creation. In 2019, Ozinga received the Dean’s Award from the Illinois Family Business of the Year Awards for excellence in social enterprise, supply chain management, or emerging markets. Ozinga has 2,000+ employees with operations primarily in Illinois, Indiana, Wisconsin, Michigan, and Florida.
 

Connect with Marty Ozinga:

Website: https://ozinga.com/

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

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Where can you leverage your social capital to serve and grow in a community of God’s love? 

In this episode, Jeff, Jeff, and Michele discuss:

• Bringing the mountain top experiences back to your everyday life.
• Finding the moments of connection with all of God’s children.
• Investing wisely and stewarding God’s resources takes time and practice.
• Sharing what you know with others.
• Integrating children in the Lord’s work.

Key Takeaways: 

• There is magic in working with people and talking. Social capital has power.
• You don’t have to invest in the way the world invests. There is more to investing than just the stock market.
• Women like to be engaged. Most are not satisfied with just writing a check.
• Be generous with more than money. You can be generous with your resources, time, contacts, knowledge, and more.

"One thing that's been really important for me, and why I continue to go on these trips and also connect in my local community, is just being proximate to people who have different lived experiences than me." —  Michele Dudley

Episode References: 

• BraveWorks: https://www.braveworks.org/
• Women Doing Well: https://womendoingwell.org/
• Restoration Residences: https://resorationresidences.wordpress.com/
• Praxis Capital Fellowship: https://www.praxis.co/capital-fellowship
• Entrepreneur’s Organization: https://eonetwork.org/

About Michele Dudley: Michele is a serial social entrepreneur passionate about empowering transformation. 

She founded BraveWorks (formerly Fashion & Compassion), Restoration Residences and the Ignite Justice Conference, led Seeds of Hope and supported the launch of the Blessing School for the Visually Impaired in Rwanda. Michele served as the interim Chief Advancement Officer at Mesa Global (formerly United World Mission) and has directed her family’s foundation for more than 25 years. Michele began her career as a CPA with KPMG and Bank of America and is a graduate of the University of Southern California. Michele lives in Charlotte, North Carolina, USA with her husband and fellow entrepreneur, Eric. Together they have 4 young adult children.

Michele actively serves on boards including Mesa Global, Women Doing Well, Thrive Global Project, Be the Bridge, The Gathering, and Deeper Roots Soul Care. 

When Michele isn’t with her family or following her passion to empower transformation, she can be found exercising, practicing yoga, or dancing.

Connect with Michele Dudley:

LinkedIn: https://www.linkedin.com/in/michele-dudley-14997437/

Connect with Jeff Thomas:

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

What need is calling to your soul? Where are you hungering to serve in God’s Kingdom? 

In this episode, Jeff, Jeff, Pat, and Janel discuss: 

• Surrendering to God’s will and releasing our control. 
• Keeping your word even when it isn’t easy. 
• Serving God and His kingdom no matter what industry you are in. 
• Talking with your family about what is important to you in giving. 
• The culture differentiator. 

Key Takeaways: 

• God gives us the desires of our heart, we can listen to them and still be following Him. 
• Everything we have belongs to the Lord. As we make choices, we need to honor Him as it all belongs to Him. 
• Now more than ever, people are separated from what they eat. If you have questions, ask them. 
• Pass along wisdom to your family, not just assets. Build and invest in the next generation. 
• Be mindful and present. If you don’t slow down, you won’t be able to hear where He is directing you. 

"We're just trying to take that platform that God has given us and provided us, and trying to steward it the best way we know how." —  Pat Hord

Episode References: 

• Jim Gaffigan - “BACON!” - https://www.youtube.com/watch?v=RqFi0cZ4p1E
• National Christian Foundation: https://www.ncfgiving.com/

About Pat & Janel Hord: Pat and Janel Hord are the owners of Hord Family Farms in Ohio.

Connect with Pat & Janel Hord:

Website: https://www.hordlivestock.com/

LinkedIn: https://www.linkedin.com/company/hord-livestock-company/

X: http://www.x.com/hordfamilyfarms

Facebook: https://www.facebook.com/HordFamilyFarms/

Instagram: https://www.instagram.com/hordfamilyfarms

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv 

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

How can you support the kids and families in need around you?

In this episode, Jeff and Phil discuss: 

• Building a business with spiritually aligned partners.  
• Utilizing a leveraged buyout with your employees so everyone has ownership. 
• Being drawn into foster and orphan care with a Godly heart.
• Orphan care domestically and internationally. 
• How God blesses a giving spirit.

Key Takeaways: 

• Treat your employees generously. Your assets are your people. Treat people generously in a way that they would never want to leave.
• Take your skills and talents and apply them to kingdom work. It may be within business, it may be in advocacy. People have a need for your skills. 
• Everybody can do something to help support kids in need. 
• Making giving a priority - God keeps His promises and will care for you if you give in faith.

"We've been redeemed. And we're in the business of redemption. Foster care and adoption and caring for the moms and dads and the families is really a deep part of that." —  Phil Goad

Episode References: 

• Family Life: https://www.familylife.com/
• Every Child Arkansas: https://everychildarkansas.org/
• Restore Hope: https://www.restorehope.io/
• 100 Families Initiative: https://www.restorehope.io/100families

About Phil Goad: Dr. Goad and his wife, Starla, have three children and 10 grandchildren. Phil is a Court Appointed Special Advocate in the foster care program in Pulaski and Perry Counties, Arkansas. Dr. Goad also serves as Chair of the Every Child Arkansas (ECA) Executive Leadership Council. ECA is a state-wide network of advocates, agencies and other organizations working together in trust-building collaboration to fill the biggest gaps in foster care and adoption in Arkansas. Phil and Starla serve with organizations involved in care of orphans and vulnerable children in the US and around the world. They are actively involved in their church and love to teach and mentor others who share a desire to follow in the steps of Jesus Christ. They have a passion for marriage ministry and are long-time supporters of FamilyLife, previously headquartered in Little Rock, Arkansas. In 2021, Dr. Goad retired from CTEH, LLC, an environmental and public health consulting firm, where he served as Co-Founder, CEO and Principal Toxicologist. CTEH is a national leader in helping governments, businesses and communities prepare for, respond to, and recover from natural and man-made disasters. He received a Bachelor of Science degree in Chemistry from Harding College in Searcy, Arkansas (1977) and a Ph.D. degree in Interdisciplinary Toxicology from the University of Arkansas for Medical Sciences (1982). Starla received a bachelor’s degree in Home Economics from Harding College (1976).

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv 

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

How do I give my kids a leg up, but not two legs up on the couch?

In this episode, Jeff and Kate discuss: 

• Being all-in for the Kingdom, even when in secular spaces. 
• Creating positive investing and generosity experiences from a young age. 
• Avoiding Sudden Wealth Syndrome. 
• Believing in your children and giving them agency. 
• Fostering healthy money communication. 

Key Takeaways: 

• God can work in all places - not just holy places. 
• Our brains are literally not built to take in large amounts of money at one time or handle the overwhelm of options that comes along with it. 
• You need to understand that God owns it all. Your investments are a work that you do to steward the Lord’s resources. 
• There is blessing and struggle in empowerment. Deliver that to your children. 
• Healthy family stewardship is built out of healthy communication. 

"I really encourage families to think about giving their kids sums of money and not just controlled, restricted family foundation board seats or trust payments every year. For me, I've wrestled with it; I've been through hard things with it, but I have grown so much in having the stewardship agency that I do." —  Kate Gardner

Episode References: 

• UTMA & UGMA Accounts - https://www.nerdwallet.com/article/investing/utma-ugma
• The Gathering: https://www.thegathering.com/
• Gospel Patrons: https://www.gospelpatrons.org/

About Kate Gardner: Kate Gardner is next-generation philanthropist with a passion for holistic stewardship and community-building. Coming from a family business legacy, she focuses on ministry, investing, and helping other Next-Gens through a faith-based community called Magnify and running a podcast called Ascendants (with a book now as well!). She seeks to encourage other inheritors and business families to seek relational health, creativity, and purpose in the way they both wrestle with and embrace stewarding resources and "living a legacy.” 

Connect with Kate Gardner:

Website: https://www.magnifygeneration.com/

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

Podcast: https://podcasts.apple.com/us/podcast/ascendants/id1600096737

Book: https://www.amazon.com/dp/B0DHC9ZDVY 

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv 

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw