Worth Beyond Wealth | Ep 4: Is Your Family Richer Than Your Bank Account? скачать в хорошем качестве

Worth Beyond Wealth | Ep 4: Is Your Family Richer Than Your Bank Account?

You can build a business with discipline, strategy, and intention. But what happens when you get home? Most of us shoot from the hip. Ryan and Shannon dig into a question that cuts deeper than net worth: Is your family actually thriving as much as your finances? They talk about what research says separates families who successfully pass on wealth from those who don't, and it has almost nothing to do with estate plans or tax strategies. It comes down to communication, shared mission, and whether everyone's even playing the same game. They also get personal about the LifeRaft project and why understanding the financial picture together is the foundation for everything else, from dreaming about giving to making memories that actually matter. If you've ever felt like your business gets your best energy while your family gets the leftovers, this one might hit close to home. 🔔 Subscribe for more conversations on wealth, legacy, and family 💬 Comment: What's one thing you wish your family talked about more openly? 📤 Share this with someone building a business and a family at the same time ⏱️ TIMESTAMPS: 0:00 - Cold open 0:28 - Welcome to Worth Beyond Wealth 1:10 - Is your family richer than your bank account? 3:01 - What the wealthiest men in history said about money 5:09 - What we're really after: relationship, purpose, joy 9:34 - Why we give our business more intention than our family 13:02 - The problem with "save, save, save" 17:02 - Investing in memories while you still can 19:00 - The family dinner research 26:52 - What separates successful wealth transitions from failures 36:38 - When money becomes a weapon in marriage 43:07 - Building a LifeRaft together 49:54 - Closing thoughts ⚠️ DISCLAIMER: RW Investment Management, LLC dba RW Investment Management (“RWIM”) is a Registered Investment Adviser. This document is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RWIM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RWIM unless a client service agreement is in place. RWIM is not a legal or tax advisor. #WorthBeyondWealth #RelationalWealth #FamilyLegacy #WealthPlanning #FinancialPlanning #FamilyFirst #IntentionalLiving