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Purposeful Planning Podcast
Purposeful Planning Institute
47 episodes
1 week ago
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
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Entrepreneurship
Education,
Business,
Non-Profit
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All content for Purposeful Planning Podcast is the property of Purposeful Planning Institute 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.
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
Show more...
Entrepreneurship
Education,
Business,
Non-Profit
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Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth
Purposeful Planning Podcast
31 minutes 53 seconds
1 year ago
Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth
Chip Fisher advises on understanding and valuing the origins of family wealth and the associated challenges. He emphasizes building genuine relationships within and outside one's economic peer group, including friends and partners. Fisher stresses the importance of selecting a life partner who comprehends the responsibility of wealth and values you beyond financial status. Additionally, he suggests understanding and relating to parents and siblings, managing tensions, and fostering personal independence and self-worth. Fisher highlights the significance of hobbies, interests, clubs, and third places for personal development and gaining perspective. Overall, his guidance aims at becoming a well-rounded individual with depth and breadth in life experiences. BIOGRAPHY   Chip Fisher is an independent life consultant to UHNW NextGen’s, helping them navigate key topics which are the foundations of understanding inherited wealth. The discussion of these topics is key to creating a framework to manage one’s perspective on this daunting subject.
Purposeful Planning Podcast
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.