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The Critical Role of the Family CEO with LaVaisha Davis | Ep. 383
Episode 383
In this episode, Tiffany chats with LaVaisha Davis about the concept of the "Family CEO"—the person who leads their family financially and strategically for long-term wealth and stability. If you’re the go-to person in your family for financial decisions or planning, this episode is a must-listen!
Check out the full show notes: https://moneytalkwitht.com/podcast-show-notes/stepping-up-as-the-family-ceo/
What You’ll Learn
- Who is the Family CEO?
LaVaisha explains how being a "Family CEO" goes beyond earning money—it's about setting the family vision, identifying gaps, and ensuring wealth can last for generations. - How to Know If You’re the Family CEO:
- You’re actively getting financial education or certifications.
- You’re helping others in your family build those skills.
- You’re focused on increasing income and seeking professional guidance for generational wealth.
- Blind Spots Most Family CEOs Miss:
- Lack of estate planning
- Not exploring advanced investments
- No dedicated financial leadership
- LaVaisha’s Journey:
A personal family tragedy led LaVaisha to step into this role, prompting her to learn, pivot careers, and ultimately help others do the same.
Actionable Resources
Grab LaVaisha’s free eBook and join her community at mywealthandlegacy.com for tools and support to strengthen your role as Family CEO.
As my family's CEO, I use You Need a Budget (YNAB) to handle my budgeting needs.
Connect with LaVaisha
- Website & Free eBook: mywealthandlegacy.com
- Social: @LaVaishaDavis
Tiff’s Take
Don’t go it alone—leveraging resources and a network can help you fill in blind spots and lead your family to financial security.
Catch all past episodes at moneytalkwitht.com and follow @moneytalkwitht everywhere!
Published on 2 months, 3 weeks ago