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Wealth Experience
Alman Partners Pty Ltd
47 episodes
1 month ago
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Investing
Business
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All content for Wealth Experience is the property of Alman Partners Pty Ltd and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
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Ep 44 - Passing on Values, Not Just Wealth
Wealth Experience
27 minutes 38 seconds
4 months ago
Ep 44 - Passing on Values, Not Just Wealth
They say the first generation earns it, the second enjoys it, and the third burns it - but it doesnโ€™t have to be that way. In this thought-provoking episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale & Kelsey explore how families can break the cycle by focusing not just on wealth creation, but on the values that sustain it across generations. Join us as we dive into theย mindsets and principlesย that build lasting wealth, the power ofย family money meetings, and the importance ofย intentional gifting. What are you teaching your children about money management, generosity, and responsibility? Discover practical ways to pass on financial wisdom and values that endure far beyond the balance sheet. ย  RESOURCES Legacy Letter Template Values-Based Financial Planning, Bill Bachrach ย  Find us on:ย  ๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†,ย ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— ,ย ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€ ย  ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, a podcast by expert financial advisory firm, ๐ด๐‘™๐‘š๐‘Ž๐‘› ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘  ๐‘‡๐‘Ÿ๐‘ข๐‘’ ๐‘Š๐‘’๐‘Ž๐‘™๐‘กโ„Ž.ย ย  Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbaneย  AP Direct Invest - Alman Partnersย  ย  #wealthexperiencepodcast #almanpartners #truewealth #personalvalues #inheritance #intergenerationalwealthtransfer #moneyvalues #splitspaces #launchpadstudios
Wealth Experience