SummaryIn this episode, I look at the relationship between politics and the stock market. Please do not get caught up in the news cycle. You'll find that even though our current form of politics tends to be zero sum we are resilient people at the end of the day. I also provide some data about returns over time and walk through some of the events that happened over that period. TakeawaysDon't get too caught up in the news cycle and remember to gain perspective.Politics can be idolatrous ...

Welcome to this week's Intangible Balance Sheet Episode with Jeremy Pryor. Jeremy shares more about his journey of integrating family, faith, and business by consciously building a multi-generational family.  We discusses the impact of mentors and the value of direct investment in the Christian community,  the significance of family meals and economic engines which foster family unity. 

Takeaways

• Integrating family, faith, and business is a constant endeavor that requires intentional effort.
• Building a multi-generational family is important for creating a lasting legacy.
• Direct investment and mentorship in the Christian community can have a profound impact on personal growth.
• Family meals and shared experiences are essential for fostering family unity.
• Creating economic engines within the family can draw the family together and provide opportunities for collaboration.
• Honoring elders, embracing storytelling, and supporting other fathers are key themes for Jeremy's vision of the future.

Chapters

00:00
The Importance of Family and First Principles

05:44
The Influence of Mentors and Role Models

16:59
The Pivotal Moment of Shifting Perspectives on Family

21:49
Overcoming Roadblocks and Building a Multi-Generational Family

25:51
Creating a Legacy for Future Generations

31:44
The Importance of Family Values and Rhythms

34:30
Conclusion and Resources

Music by bensound.com

Thank you to Ryan Sitton for stopping by to some of his life experiences which make up his Intangible Balance Sheet. You'll hear stories of growing up amongst a household of life-long learners and educators, Father Rock, business mentors, starting his own company, running for elected office and so much more! 

Music by bensound.com

What is your first memory of work? How is that memory affecting you, your kids or your grandkids? Is that perspective helpful? Do you need to move past it? Are you overlooking the purpose and meaning found in the work you are doing? How can you positively influence this memory for those you care about? Listen in for more of my thoughts here! Music by bensound.com

From time to time, the topic of Private Aviation will come up and often peopel will struggle knowing where to begin. Jared Hasty from Piedmont Jets stops by the podcast today to share why he is so passionate about the industry and how he guides prospective clients through the process of deciding what options are right for their situation. If you have ever considered, buying, leasing, fractional share, jet card etc. listen in for more from a trusted source! Music by bensound.com

Welcome to this episode of Wisdom and Wealth. Have you ever worried about you or your spouses longevity? Have you ever been concerned that you'd outlive your money? Today I give some helpful reminders about longevity. I also discuss the coming "Gray wave" amongst advisors and how this affects our listeners. Please feel free to like, and share this episode as well as subscribe to our channel! Music by bensound.com

Welcome to another Intangible Balance Sheet Episode. Ryan Henderson shares more about his story and the things he hopes outlive him for generations. Please listen in for more about: 

• The Influence of Grandfathers on his view of life and work. 
• Grandfather's advice on the importance of sales
• Influence of Parents
• Spiritual influence of both parents 
• Importantance of kindness, hard work, saving, tithing, and prayer
• Emphasis on living within means and serving others
• Influence of the military and privilege of leading
• Reflection on Legacy and Eulogy 
• Desire to be remembered as a redeemed sinner, a hard worker, a servant leader, and someone who loved others

Music by bensound.com

How do taxes factor in to your financial plan? Many people have never given their advisor a tax return much less seen an annual tax report or estimate. Listen in this week for more of my philosophy of tax planning and why it's a central part of my process! Thank you for listening. Music by bensound.com

Welcome to this week's Intangible Balance Sheet conversation with Jim Nordhaus.  See below and listen in for more of our conversation! 

• Jim's journey from law school to joining the family business
• Financial challenges faced during economic downturns
• Selling the business to Cisco and Jim's role within the company
• Involvement in expanding Cisco into Mexico
• Transition to Multifoods and experiences with financial mismanagement
• Lessons learned from various entrepreneurial ventures
• Emphasis on the importance of hard work, education, and ethics
• Jim's investment experiences and advice on financial management
• Reflection on family values and ancestral struggles

Music by bensound.com

Scott Bastian of Gilbert and Pardue joins me today to break down a recent white paper released by their team entitled: "5 Strategic Solutions for Middle Market Privately-Held Businesses in 2024". During our conversation we cover different trends that Scott and his team are seeing in the middle market space as well as steps business owners can take to proactively add value to their enterprise. Music by bensound.com