Podcast Episodes
Back to SearchNelson Nash Think Tank 2026 Recap: What Serious Practitioners Want Families to Understand
The “Real Show” Reminder (and why that matters) We kicked off this episode the way we often do—by being real. A quick tech hiccup, a laugh, and the r…
2 months, 1 week ago
Marshall Family Banking System Case Study: In-Force vs Original Illustration (Part 6)
The moment we realized “liquidity” isn’t a theory Thirteen years ago, Lucas and I thought we were being responsible by storing a lot of our capital i…
2 months, 2 weeks ago
Financial Strategy for Families in 2026 and Beyond: A Framework for Uncertain Markets
The “Clean Slate” That Changes Your Decisions Every January, Bruce and I have this running joke: as a society, we collectively decide that January 1 …
2 months, 3 weeks ago
Preserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork
The Questions No One Can Answer After Dad Dies A man spends his life building a sophisticated estate plan—brilliant strategies, impeccable legal work…
3 months ago
Will AI Replace Financial Advisors? Why Wisdom Still Wins in Real Life Money Decisions
The Moment “Confident” Sounds Like “Certain” A few weeks ago, we found ourselves talking about how quickly AI is moving. It’s not just that it can an…
3 months, 1 week ago
How to Avoid Estate Tax Legally: The Planning Moves That Protect Your Family’s Legacy
The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A fam…
3 months, 2 weeks ago
Financial Planning Mistakes: The Most Risky Moves Aren’t What You Think
Bruce said something on the show that stuck with me because it’s so honest: Everyone thinks they’re an aggressive investor… until they lose money. An…
3 months, 3 weeks ago
Cash Flow vs Accumulation: How to Build Multigenerational Wealth
A Hospital Room Reminder About What Really Matters When Bruce recorded this episode, I was in the hospital. He carried the podcast solo while I was h…
3 months, 4 weeks ago
How Much Do I Need to Retire? Rethinking the Number, the Risk, and the Cash Flow
The Couple With $8.5 Million… and One Salad “Bruce, I’m afraid we’re going to run out of money.” He had over $8.5 million across different accounts. …
4 months ago
How to Teach Kids About Money: Habits, Mindsets, and Conversations That Last a Lifetime
The Day a Cookie Business Changed How My Daughter Saw Money After watching a kid biz launch challenge our eight-year-old decided she wanted to start …
4 months, 1 week ago