In this episode, Grandpa shares the agenda that he and Grandma used for their most recent annual planning retreat. He also talks about why these retreats are so important.

Why and How We Do Annual Family Planning Retreats

The “third-generation rule” tells us that 70% of affluent families will have lost their wealth by the third generation. As much as we want our grandkids to fall into the 30% of that statistic, there’s something we want even more…

Way more important than financial wealth, we want our grandkids to inherit a legacy of faith and love. 

This podcast was born because we want our grandkids to hear the journey that their grandma and I took to build that legacy.

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The “third-generation rule” tells us that 70% of affluent families will have lost their wealth by the third generation. As much as we want our grandkids to fall into the 30% of that statistic, there’s something we want even more… Way more important than financial wealth, we want our grandkids to inherit a legacy of faith and love. This podcast was born because we want our grandkids to hear the journey that their grandma and I took to build that legacy.

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Why and How We Do Annual Family Planning Retreats

Why and How We Do Annual Family Planning Retreats