As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
This week on the podcast, Wes is joined once again by David Sax to discuss his latest book, "The Future Is Analog", which was released today. In this episode, Wes and David explore how the digital future we’ve been promised for so long fell flat when the pandemic hit, and what implications that has for how we structure our lives going forward. You won't want to miss it!
Many thanks to Sarah Fallaw, Ph.D. for sitting down to discuss her research and ongoing work on the behaviors that lead to wealth creation. Sarah is basically royalty in the wealth management and financial planning world, so this was truly a privilege. Enjoy!
In this episode, Wes and Nick discuss topics like stewardship and materialism, how our mortality can and should impact how we live our lives and by extension, manage our resources, and the moral perils and challenges that arise as we accumulate wealth.
This week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. They explore what it means to put money in service to your life as opposed to the opposite, and why this approach leads to better outcomes.
In this episode, Wes and David discuss topics such as the risk of not thinking critically before adopting the latest technology, the difference between innovation and invention, and the role of empathy and connection in decision-making.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts and the surprising advantages you could be missing out on.