Thanksgiving isn’t just a holiday — it’s one of the greatest legacy lessons in American history. Before it was turkey, parades, and football, it was a story of survival, faith, community, and shared responsibility.

In this special Thanksgiving episode of the Legacy Life Podcast, we explore how the first Pilgrims modeled generational vision, gratitude in hardship, and family interdependence — and how those same principles can help families today build stronger, lasting legacies.

You’ll learn:

Gratitude doesn’t ignore hardship — it gives it meaning. This holiday, take a moment to reflect, reconnect, and remember that legacy begins at the table.

📅 Book a free legacy & financial planning session: [Calendly Link]

#Thanksgiving #FaithAndFinance #LegacyLifePodcast #FamilyLegacy #Gratitude #GenerationalWealth #AmericanHistory #Thankfulness #LegacyPlanning

Most families struggle to stay connected beyond one or two generations — but some have thrived for over 150 years. In this episode of the Legacy Life Podcast, we explore what makes multi-generational families like the Laird Norton family succeed across seven generations and how you can apply their principles to your own legacy.

You’ll learn:

Featuring real examples and insights from family-enterprise research, this episode shows that legacy doesn’t happen by accident — it happens by design.

📅 Book a free legacy planning session: [Calendly Link]

#GenerationalWealth #LegacyPlanning #FaithAndFinance #LegacyLifePodcast #FamilyBusiness #100YearPlan #EstatePlanning #FinancialWisdom

Every family hopes their inheritance will be a blessing — but too often, it becomes a burden. In this episode of the Legacy Life Podcast, we explore why money transfers fast, but meaning doesn’t, and how families can move from simple inheritance to intentional invitation.

You’ll learn:

Backed by research from Dr. Dennis Jaffe, author of The 100-Year Family Enterprise, we discuss practical ways to include your family in legacy planning — from family meetings to mission statements to charitable trusts that connect purpose across generations.

Because true inheritance isn’t money — it’s meaning.

📅 Book a free legacy & estate planning session: [Calendly Link]

#InheritancePlanning #GenerationalWealth #FaithAndFinance #LegacyLifePodcast #FamilyLegacy #EstatePlanning #WealthTransfer #FinancialWisdom

Most families plan for retirement. But what if you could plan for 100 years?

In this episode of the Legacy Life Podcast, we explore how families throughout history — from Jonathan Edwards to modern multi-generational enterprises — have created legacies that outlive them. Backed by the research of Dr. Dennis Jaffe, author of The 100-Year Family Enterprise, we uncover the key shifts that separate families who build lasting wealth from those who lose it in just one or two generations.

You’ll learn:

Generational wealth isn’t just about money — it’s about values, purpose, and motion.

📅 Book a free legacy & income planning session: [click here]

#GenerationalWealth #LegacyPlanning #FaithAndFinance #LegacyLifePodcast #FamilyLegacy #100YearPlan #WealthTransfer #EstatePlanning #FinancialWisdom

For years, financial advisors have followed the same formula — gather your data, disappear for weeks, then return with a “finished plan.” But here’s the problem: clients don’t feel understood. In this episode of the Legacy Life Podcast, we share how we flipped the script — moving from planning for clients to planning with clients.

You’ll learn:

When clients understand why their plan works, they’re empowered to take ownership of their future.

📅 Book a free retirement & income planning session: [Click here!]

#RetirementPlanning #FaithAndFinance #LegacyLifePodcast #FinancialEducation #Transparency #FinancialAdvisor #GenerationalWealth #SmartInvesting

For decades, the 4% rule has been the “golden rule” of retirement planning — withdraw 4% a year and you’ll be fine. But that rule was built for a world that doesn’t exist anymore. Inflation, interest rates, longevity, and volatility have completely changed the math.

In this episode of the Legacy Life Podcast, we explain why the 4% rule no longer works, what new research from Morningstar and Harvard shows, and how to rethink your income strategy so you never have to wonder, “Will I run out of money?”

You’ll learn:

The 4% rule worked in 1994. It doesn’t work in 2025.

📅 Book a free income planning session: [Calendly Link]

#RetirementPlanning #FaithAndFinance #LegacyLifePodcast #4PercentRule #RetirementIncome #DividendInvesting #FinancialWisdom #GenerationalWealth

If you’ve ever sat with a financial advisor and spent the whole meeting circling “conservative, moderate, or aggressive,” you’re not alone. The truth is, risk tolerance isn’t the real issue — it’s the math. In this episode of the Legacy Life Podcast, we reveal why solving for risk can lead to emotional decisions that feel safe but quietly run you out of money, and how to fix it with clear, data-driven planning.

You’ll learn:

When it comes to retirement, fear shouldn’t drive your plan — math should. The right diagnosis changes everything.

📅 Book a free income planning session

Imagine inheriting your parents’ home — the place you grew up, filled with memories — but instead of joy, you feel dread. According to Kiplinger, 40% of heirs say they cannot afford inherited property due to taxes, upkeep, and maintenance. In this episode of the Legacy Life Podcast, we dive into why legacy sometimes feels like a burden, and how families can plan so property becomes a blessing instead.

You’ll learn:

Legacy planning isn’t just about assets — it’s about keeping families united. With the right conversations and foresight, your home can remain a place of joy, not division.

📅 Book a free consultation today: https://calendly.com/ryan-1111legacy/30min

#InheritancePlanning #LegacyLifePodcast #FaithAndFinance #EstatePlanning #InheritedProperty #GenerationalWealth #RetirementPlanning #FinancialWisdom

Trillions of dollars are about to change hands. Between now and 2045, an estimated $84 trillion will be transferred from one generation to the next — the largest wealth movement in U.S. history. In this episode of the Legacy Life Podcast, we unpack what the Great Wealth Transfer really means for families, legacies, and future generations.

You’ll learn:

Whether your estate is modest or substantial, your family is part of this historic transfer. The question is: What story will your wealth tell?

📅 Schedule your free consultation today: https://calendly.com/ryan-1111legacy/30min

#GreatWealthTransfer #GenerationalWealth #FaithAndFinance #LegacyLifePodcast #RetirementPlanning #EstatePlanning #FinancialWisdom

Every advisor has a story — and today, we’re sharing ours. This episode of the Legacy Life Podcast isn’t about charts and numbers; it’s about family, faith, and the lessons that shaped our mission. From sitting at kitchen tables helping families with Medicare to realizing financial planning was broken, this is the heart behind why we started Legacy Life.

You’ll hear:

Whether you’re preparing for retirement or already there, our hope is that this story gives you clarity about your own journey — and why legacy matters.

📅 Book a free retirement & income planning session: https://calendly.com/ryan-1111legacy/30min 

#RetirementPlanning #FaithAndFinance #LegacyLifePodcast #FinancialWisdom #GenerationalWealth #AdvisorStory #SmartInvesting