What difficulties are on your intangible balance sheet? How could you invest these stories of grit and determination in the lives of those who you care about the most? 

Don't make the assumption that they already know about them, or that they've taken away the nuggets of wisdom that are found in those stories.  

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Welcome to this week's episode where I dive into factors to consider when hiring a wealth planning team. 

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Most people are familiar with their own balance sheet. As soon as we buy our first car house, we become aware of it. If you're of a certain personality type, you may track it quite a bit. But I'd submit to you that we're unconsciously aware of another balance sheet as well. And this one is pretty tricky to measure and even harder to manage. Sometimes, we often find it hard to put into words. But this is real. 

I call this our intangible balance sheet. What I mean by this is those life principles, experiences, memories, that given any amount of money, we wouldn't trade. They're the memories that bring tears of joy to our faces, because we simply just can't imagine life without them. We feel fortunate to have had could be our first jobs proposals, wedding days, birth, struggles, anxieties, fears, hindsight. It's all those things that melt into a memory that brings a distant stare and a smile to our face. showing those things that have made us us. 

That's what I'm talking about when I talk about the intangible balance sheet. It's those moments in life that may be financially irrational, but are indispensable parts of our life. So, these episodes are focused on stories that bring us joy, happiness, fulfillment, ultimately, may hold necessary keys that will direct the future of our family, friends, and neighbors. So listen in with us as we uncover some of those stories that are meaningful to our guests. And maybe you'll uncover hidden value on your own intangible balance sheet

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Welcome to this week’s Wisdom and Wealth Podcast. Join us for a discussion with Robert H. Jordan Jr. Ph.D., who following retirement as a weekend anchor for WGN-TV, launched Video Family Biographies as a way to capture family legacy through video.    

Thank you for listening! Please let us know what you think and also pass along any questions you have after listening. 

Robert H. Jordan Jr. is not affiliated with CWM, LLC. 

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Welcome to this week’s Wisdom and Wealth Podcast. This week, Bob Boetticher, the CEO of LHT Consulting Group, LLC joins me to share his insights on proactive Memorial and Legacy Planning. Throughout Bob’s career he has coordinated and directed some of the most visible funerals in recent history for well-known politicians, cabinet members, business leaders, entertainers and clergy.      

Thank you for listening! Please let us know what you think and also pass along any questions you have after listening. 

 Bob Boetticher is not affiliated with CWM, LLC. 

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Welcome to this week’s Wisdom and Wealth Podcast. This week, Dale Buckner, CEO of Global Guardian joins me and shares his experiences providing cyber and physical security for wealthy families and large corporations both at home and abroad.  

Thank you for listening! Please let us know what you think and also pass along any questions you have after listening. 

Dale Buckner is not affiliated with CWM, LLC. 
 
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Welcome to this week’s Wisdom and Wealth Podcast. Dennis Jaffe, PhD joins the podcast today as we discuss how to prepare for and carry on a family legacy through a rhythm of effective family meetings. 

Thank you for listening! Please let us know what you think and pass along any questions you have after listening. 

 Dennis Jaffe, PhD is not affiliated with CWM, LLC. 

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 Welcome to this week’s Wisdom and Wealth Podcast. Today Don Victory of Energy Mentors joins me to discuss how he is finding purpose in this next phase of his life by sharing his “Crystalized Intelligence” through mentoring. 

Thank you for listening! Please let us know what you think and pass along any questions you have after listening. 

 Don Victory is not affiliated with CWM, LLC. 

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