Generous Business Owner

Kingdom Estate Planning Part 3: What Do I Do With the Rest?


Listen Later

What is the wrong you are meant to right in the world? 

In this episode, Jeff and Cale discuss: 

  • Understanding the narrative, not just the numbers.
  • Finding joy while giving before you’re gone and disinheriting the IRS.
  • Putting your talents to work for the Kingdom.
  • Living an abundant life.

  

Key Takeaways: 

  • Take a look inside your family and what you’re called to do. For some, it is disenfranchised youth or Christian entertainment. It may be missionary work, Bible translation, or the environment. Various things can be done and continue to need to be done.
  • Let God move your heart - He moves within everyone in different ways.
  • We all only have one chance here - let’s use what we have for the good of others.
  • There is not really a one-size-fits-all setup. It will be different for your family as it speaks to your values and purpose.

  

"What we encourage people to do is start with something simple - just see if you can name three values, three words that you and your spouse feel really speaks to this and summarizes what we feel like God has called us to be as a family." —  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

...more
View all episodesView all episodes
Download on the App Store

Generous Business OwnerBy Jeff Thomas, Alan Barnhart, Jeff Rutt

  • 5
  • 5
  • 5
  • 5
  • 5

5

33 ratings


More shows like Generous Business Owner

View all
Andy Stanley Leadership Podcast by Andy Stanley

Andy Stanley Leadership Podcast

2,254 Listeners

Timothy Keller Sermons Podcast by Gospel in Life by Tim Keller

Timothy Keller Sermons Podcast by Gospel in Life

15,776 Listeners

The Briefing with Albert Mohler by R. Albert Mohler, Jr.

The Briefing with Albert Mohler

8,223 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,348 Listeners

The World and Everything In It by WORLD Radio

The World and Everything In It

6,986 Listeners

The Carey Nieuwhof Leadership Podcast by Art of Leadership Network

The Carey Nieuwhof Leadership Podcast

2,233 Listeners

BibleProject by BibleProject Podcast

BibleProject

18,911 Listeners

Craig Groeschel Leadership Podcast by Life.Church

Craig Groeschel Leadership Podcast

10,703 Listeners

Why That Worked  – Presented by StoryBrand.ai by StoryBrand.ai

Why That Worked – Presented by StoryBrand.ai

1,927 Listeners

Faith Driven Entrepreneur by Faith Driven Media

Faith Driven Entrepreneur

235 Listeners

Unashamed with the Robertson Family by Tread Lively

Unashamed with the Robertson Family

24,550 Listeners

At The Table with Patrick Lencioni by Patrick Lencioni

At The Table with Patrick Lencioni

1,117 Listeners

Mere Christians by Jordan Raynor

Mere Christians

1,016 Listeners

The Finish Line Podcast by The Finish Line Team

The Finish Line Podcast

49 Listeners

Trinity Forum Conversations by The Trinity Forum

Trinity Forum Conversations

195 Listeners