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S4:E12 The IRS Doesn’t Want You to Know This About Your Legacy
If wealth is just about money... you're missing the point.
In this episode of the Generational Wealth Masterclass, you'll discover why true generational wealth has little to do with investments—and everything to do with intention, relationships, and stewardship.
What You'll Get Answered in This Episode:
What is real generational wealth—and why most financial plans fail to create it
How to design a 100-year wealth blueprint for your family
Why your financial advisor may be giving you technically correct but personally damaging advice
The shocking truth about how the IRS and institutions quietly erode family legacies
How to align your wealth strategy with your faith, values, and vision
Why Return on Intention beats Return on Investment every time
What questions to ask before setting up a trust, life insurance, or estate documents
The step-by-step planning process for building lasting impact across generations
Whether you're a business-owning parent or nearing retirement with a 7–8 figure portfolio, this conversation will change the way you think about legacy... forever.
Resources and Next Steps:
✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi
📖 Learn more about Kingdom ROI → https://kingdomroi.org/
🎯 Find Out More About the Kingdom Operating System:
https://www.launchkingdomos.com
🕒 Timestamps
0:00 - Why Most Financial Plans Fail
0:50 - What Is a Real Financial Plan?
2:00 - Vacation Planning Vs. Money Planning
3:40 - Why Budgets Actually Matter
6:00 - Stewarding Money with Purpose
7:10 - Are You Letting Money Control You?
8:00 - The Hidden Power of Money
9:00 - Missing the Human Side of Wealth
10:20 - Trust Over Transactions
11:10 - Step 1: Build the Relationship
12:10 - Step 2: Data ≠ Intentions
13:40 - The Real Need Behind the Numbers
15:00 - Step 3: Look Through the Right Lens
16:00 - ROI vs. Return on Intention
17:40 - How the Industry Gets It Wrong
18:50 - Step 4: Smart, Custom Advice
20:00 - Life Changes? Plans Must Too
22:30 - Flexibility Is a Superpower
24:10 - Wrong Plan for the Right Goal
25:30 - Don’t Lock into Bad Decisions
26:30 - Step 5: Make It Happen
27:30 - Step 6: Keep It Fresh
28:40 - The One-Degree Mistake
29:20 - Don’t Do This Alone
30:00 - Final Takeaways
30:40 - Stay Connected
Tags to Help Others Find This Video:
Generational wealth planning, generational wealth masterclass, how to build generational wealth, family legacy planning, 100-year family plan, estate planning for business owners, Christian financial planning, financial stewardship, wealth transfer strategy, return on intention, building legacy wealth, family financial strategy, intentional money planning, faith-based wealth, values-based financial planning
Hashtags:
#GenerationalWealth #FamilyLegacy #WealthPlanning #LegacyNotLuxury #FaithBasedFinance #EstatePlanning #KingdomROI #IntentionalLiving #WealthWithPurpose
View all episodes
By Eric L. Dunavant, Chris CallahanIf wealth is just about money... you're missing the point.
In this episode of the Generational Wealth Masterclass, you'll discover why true generational wealth has little to do with investments—and everything to do with intention, relationships, and stewardship.
What You'll Get Answered in This Episode:
What is real generational wealth—and why most financial plans fail to create it
How to design a 100-year wealth blueprint for your family
Why your financial advisor may be giving you technically correct but personally damaging advice
The shocking truth about how the IRS and institutions quietly erode family legacies
How to align your wealth strategy with your faith, values, and vision
Why Return on Intention beats Return on Investment every time
What questions to ask before setting up a trust, life insurance, or estate documents
The step-by-step planning process for building lasting impact across generations
Whether you're a business-owning parent or nearing retirement with a 7–8 figure portfolio, this conversation will change the way you think about legacy... forever.
Resources and Next Steps:
✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi
📖 Learn more about Kingdom ROI → https://kingdomroi.org/
🎯 Find Out More About the Kingdom Operating System:
https://www.launchkingdomos.com
🕒 Timestamps
0:00 - Why Most Financial Plans Fail
0:50 - What Is a Real Financial Plan?
2:00 - Vacation Planning Vs. Money Planning
3:40 - Why Budgets Actually Matter
6:00 - Stewarding Money with Purpose
7:10 - Are You Letting Money Control You?
8:00 - The Hidden Power of Money
9:00 - Missing the Human Side of Wealth
10:20 - Trust Over Transactions
11:10 - Step 1: Build the Relationship
12:10 - Step 2: Data ≠ Intentions
13:40 - The Real Need Behind the Numbers
15:00 - Step 3: Look Through the Right Lens
16:00 - ROI vs. Return on Intention
17:40 - How the Industry Gets It Wrong
18:50 - Step 4: Smart, Custom Advice
20:00 - Life Changes? Plans Must Too
22:30 - Flexibility Is a Superpower
24:10 - Wrong Plan for the Right Goal
25:30 - Don’t Lock into Bad Decisions
26:30 - Step 5: Make It Happen
27:30 - Step 6: Keep It Fresh
28:40 - The One-Degree Mistake
29:20 - Don’t Do This Alone
30:00 - Final Takeaways
30:40 - Stay Connected
Tags to Help Others Find This Video:
Generational wealth planning, generational wealth masterclass, how to build generational wealth, family legacy planning, 100-year family plan, estate planning for business owners, Christian financial planning, financial stewardship, wealth transfer strategy, return on intention, building legacy wealth, family financial strategy, intentional money planning, faith-based wealth, values-based financial planning
Hashtags:
#GenerationalWealth #FamilyLegacy #WealthPlanning #LegacyNotLuxury #FaithBasedFinance #EstatePlanning #KingdomROI #IntentionalLiving #WealthWithPurpose