Life Phases Part 3 - Legacy

Apr 4, 2025

In this last part of our 3-part series on financial life we talk Legacy. I explain how legacy differs from generational financial wealth and how to sustain it long after you are gone. Some of it is about legal structures, but most is about setting the mindset and environment to perpetuate that mindset. Come listen in!

Highlights

• Confidence in U.S. military leadership.
• Criticism of war profiteering.
• Establishing a lasting legacy.
• Rockefeller Trust and its purpose.
• Structure and adaptability of trusts.
• Importance of leaving a positive impact.
• Shared personal experiences for legacy.
• Hosting family legacy events.
• Encouraging meaningful participation.
• Wealth as a resource for good or bad.

 

Links and Resources from this Episode

• Connect with Gary Pinkerton
• https://www.paradigmlife.net/
• [e-mail]
• https://garypinkerton.com/
• https://clientportal.paradigmlife.net/WealthView360  

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