Podcast Episodes
Back to SearchEpisode 277: Building a Multi-Generational Deal Engine
Episode 277
Discover how to build a multi-generational deal engine that compounds institutional knowledge, relationships, and deal flow across decades—because th…
an hour ago
Episode 276: Family Governance and Capital Decisions
Episode 276
Discover how to establish family governance that transforms chaotic capital decisions into predictable wealth-building systems—because the biggest we…
1 day, 1 hour ago
Episode 275: When to Say No to Family
Episode 275
Discover when to say no to family loan requests without guilt—because the biggest mistake in family finance isn't saying no to people you love it's s…
2 days, 1 hour ago
Episode 274: The Deal Memo Your Family Should Use
Episode 274
Discover how to use a simple one-page deal memo that protects family relationships and ensures successful capital deployment—because the biggest dest…
3 days, 1 hour ago
Episode 273: How to Run a Family Investment Committee
Episode 273
Discover how to run a Family Investment Committee that builds generational wealth and financial literacy—because the biggest difference between famil…
4 days, 1 hour ago
Episode 272: Avoiding Emotional Investing
Episode 272
Discover how to eliminate emotional investing that destroys more wealth than market crashes—because the biggest wealth killer isn't volatility it's y…
5 days, 1 hour ago
Episode 271: Turning Heirs Into Partners
Episode 271
Discover how to break the shirtsleeves-to-shirtsleeves curse by turning passive heirs into active wealth partners—because ninety percent of family we…
6 days, 1 hour ago
Episode 270: Teaching Capital Allocation
Episode 270
Discover how to teach your children the wealth skill that separates the rich from everyone else—capital allocation through real-world decision making…
1 week ago
Episode 269: Funding Deals as a Family
Episode 269
Discover how to multiply your family's capital capability by coordinating policy loans across generations—the fundamental difference between individu…
1 week, 1 day ago
Episode 268: Creating Internal Deal Flow
Episode 268
Discover how to attract premium investment opportunities instead of chasing deals in competitive markets—the fundamental difference between being dea…
1 week, 2 days ago