We’re All Inheritors

(And we’re all going to die)

Redefining The Future For The Generations To Come

It’s time to explore new models for thinking about money, inheritance, and how we handle our TEAM: time, energy, attention, and money—based on the degree of money dysmorphia we’ve inherited. Every talk I give can be tailored to your organization’s needs, to inspire the audience to make radical shifts in how they approach the idea of life, money, love, and death through the lens of inheritance.

Speaking Topics

Inheritance. Redefined

Financial
Liberation

Estate planning. Redefined

Inheritance. Redefined

We’re on the brink of a massive transfer of wealth from one generation to the next. The older generation questions whether the younger generation has what it takes to steward the wealth they worked so hard to earn. And the younger generation resents what they see as a lack of opportunities, not to mention their parents’ reluctance to literally “share the wealth.” It’s time to build a bridge between the two generations, while understanding that our true inheritance is so much more than money.

You’ll learn:

Stewardship and Trust: Understand the importance of responsible stewardship and building trust between generations for effective wealth transfer.
Bridging Generational Gaps: Learn strategies to bridge the generational divide and foster mutual respect and understanding.
Beyond Monetary Inheritance: Explore the concept of inheritance as encompassing values, wisdom, and legacy, not just money.
Creating Opportunities: Identify ways to create and seize opportunities that honor the hard work of the previous generation while empowering the next.
Building a Holistic Legacy: Discover how to leave a legacy that integrates financial success with meaningful contributions to family and society.

Financial Liberation: Your Money Wake-Up Call to Reclaim Your Time, Energy, and Attention

Financial freedom is a trap—one that demands that you sacrifice your time, energy, and attention in pursuit of a number in your bank account. It’s time for financial liberation, which values your other resources equally, allowing you to build your legacy while you still have time left to do it.

You’ll learn:

Holistic Wealth Management: Understand the concept of financial liberation, which values time, energy, and attention alongside monetary wealth.
Balanced Resource Allocation: Learn strategies to balance your resources effectively, ensuring you invest in areas that truly matter to you.
Legacy Building: Gain insights into building a meaningful legacy now, rather than postponing it until financial goals are met.
Time and Energy Optimization: Discover how to reclaim your time and energy from the endless pursuit of financial freedom, allowing for a more fulfilling life.
Sustainable Success: Develop a mindset that prioritizes sustainable success over mere financial accumulation, ensuring long-term well-being and satisfaction.

Estate Planning. Redefined

For many people, “estate planning” is little more than a stack of forms handed to us by a disinterested attorney. The result, after we’re gone, can be litigation, conflict, and estrangement. It’s time to rethink estate planning as a way to establish and define your legacy, both before and after your wealth changes hands.

You’ll learn:

Holistic Estate Planning: Understand estate planning as a comprehensive process that goes beyond mere paperwork to encompass your values, wishes, and legacy.
Conflict Prevention: Learn strategies to minimize litigation, conflict, and estrangement among your heirs through clear and thoughtful planning.
Legacy Definition: Gain tools to articulate and establish your legacy, ensuring your values and intentions are honored both during and after your lifetime.
Effective Communication: Discover the importance of open and effective communication with your loved ones about your estate plans, fostering transparency and trust.
Proactive Planning: Develop a proactive approach to estate planning that includes regular reviews and updates, adapting to changes in your life and family circumstances.