Advisors Won’t Tell You This About Inheritance Planning скачать в хорошем качестве

Advisors Won’t Tell You This About Inheritance Planning

Resources and Next Steps: 📖 Learn more about Kingdom ROI → https://kingdomroi.org/ 🎯 Find Out More About the Kingdom Operating System: https://www.launchkingdomos.com ✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi We are living in the largest wealth transfer in human history — over $140 trillion in the U.S. alone. Potentially $300 trillion globally! But here’s the painful truth: 90% of families will fail to preserve their wealth across three generations. Why? Because good optimization isn’t good enough anymore. Taxes, legal strategies, and investments can’t fix what’s broken. 💥 This isn’t just about money. It’s about values, relationships, and intentional legacy planning. In this episode of the KROI Podcast, Christopher Callahan and Eric L. Dunavant expose what most financial advisors won’t tell you — and how the top 10% of families are breaking the cycle and building 100+ years of impact. 🎯 In This Video, You’ll Discover: ✔️ Why traditional estate planning is setting families up to fail ✔️ The shocking stats behind generational wealth loss (70% fail in Gen 2, 90% in Gen 3) ✔️ The truth about "lifetime inheritance" vs. post-death bequests ✔️ How unconscious manipulation is embedded in the advisory industry ✔️ The Kingdom ROI formula that redefines legacy: Relationships × Optimization = Intention ✔️ The critical conversations your advisor isn't having — and how to start them now ✔️ How to raise financially wise children and avoid entitlement ✔️ Why your legacy must be passed before you're gone ✔️ Real examples of families creating impact for generations — and how you can join them 🕒 Timestamps 0:00 - What Do You Want for Your Kids? 0:40 - The $140 Trillion Transfer 1:50 - Are You Being Robbed? 2:40 - Why Families Fail at Wealth 4:10 - Advisors Are Missing This 5:30 - Lifetime vs. After-Death Inheritance 7:00 - Inheritance Done Wrong 9:00 - Legacy That Actually Matters 10:30 - Speak Into Their Future 12:00 - Is Your Advisor Biased? 13:40 - Building 100-Year Impact 15:00 - What the Top 10% Do 16:30 - Prodigal Son & Entitlement 17:40 - Let Them Fail 19:00 - Real Family Conversations 20:10 - Failing Kids in Their 20s 21:00 - What Do You Really Want? 23:30 - Gen Z Giving Story 25:00 - Family Values in Action 26:20 - Inheritance Isn’t Fair 27:40 - God's Wealth Rules 28:30 - Make Your Business Last 29:20 - Free Book: Bistro with Bob Tags to Help Others Find This Video: generational wealth planning, lifetime inheritance, relational wealth, estate planning for high net worth families, legacy family planning, wealth transfer strategy, how to build generational wealth, values-based estate planning, inheritance failure rate, Kingdom ROI, wealth preservation strategies, Christian financial planning, how to talk to kids about money, multi-generational family legacy, legacy vs inheritance Hashtags: #GenerationalWealth #EstatePlanning #LegacyMatters #WealthTransfer #KingdomROI #FamilyLegacy #WealthHeist #HighNetWorth #IntentionalLiving #ValuesDrivenWealth