10 Steps to Young Family Wealth and Happiness

Over the past two years when I run into someone and tell them about my podcast, one major question that continues to come up is  “What have been your biggest takeaways?”

It’s a great question.

It’s the whole reason I started the show. I wanted to learn from some incredibly smart, family-centric, wealthy, philanthropic, independent, in-control of their future rock stars that would motivate me to give my family the best life possible. And it’s worked.


Continue reading “10 Steps to Young Family Wealth and Happiness”

Protect Your Family With Hassle-Free Term Life Insurance – with Jeremy Hallett

Last month at a dinner in Dallas, I met Jeremy Hallett who is the founder of Quotacy. We chatted about his new company being a hassle-free resource for life insurance. He let me know that their big goal is to protect 1,000,000 families by getting them set up with affordable term life insurance.

Continue reading “Protect Your Family With Hassle-Free Term Life Insurance – with Jeremy Hallett”

Why a Living Trust Isn’t For Me Right Now

Last month, I laid down a challenge for my Marriage, Kids and Money friends to get their last will and testament in place. Since my wife and I had gotten our wills set up last year, my end of the challenge was to investigate if my family needed a living trust.

Here is what I learned:

Continue reading “Why a Living Trust Isn’t For Me Right Now”