Intentional Family Wealth Podcast
Stephen H. Nelson, CFA, CFP® & Matthew E. Higbie, CFA, CFP®,TPCP®For families with significant wealth, the question shifts from "Will I have enough?" to "How do I steward this well?" Over years of working with affluent families, we've seen recurring concerns: How much should we give our children without harming their motivation or well-being? How do we live with purpose? How can we protect family unity from the challenges wealth can bring? And how do we balance... more
| Publishes | Twice monthly | Episodes | 84 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ParentingKids & FamilyInvestingBusiness | |||
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Latest Episodes
If you've built significant wealth, one question probably keeps you up at night: Will my kids grow into capable, grateful adults?
In this episode, we hear from the adult son of a successful entrepreneur who grew up after his family experienced a ma... more
What happens when a family experiences significant wealth—but the children still grow up grounded, generous, and motivated?
In this conversation, entrepreneur Steve R. shares how he and his wife navigated parenting through a successful business exi... more
What happens to great fortunes over generations—and why do so few billionaire families stay wealthy? In this episode, former Long-Term Capital Management co-founder Victor Haghani shares lessons from his book The Missing Billionaires, revealing why w... more
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit engagewithbirchwood.com
Should inherited wealth stay separate in marriage?
In this video, we explore the difficult co... more
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Reviews
- Practical
Very sound, cogent and practical advice on money management. There’s
Not one episode that I don’t get something to apply in being a good steward.
Apple Podcasts5Steve Dono
United Statesa year ago - 5 stars!
Stephen’s wisdom, growth mindset, and passion for personal finance has inspired me in my investment philosophies and life. Love learning from him!
Apple Podcasts5Counting in SpanishUnited States3 years ago - Amazing resource!!
This podcast is an amazing resource for anyone looking to make wise and informed decisions regarding finances. Stephen explains complex concepts in a way that even a beginner can understand and gives great next steps. It is engaging and informative—I have learned so much from this podcast! Highly recommend!!!!
Apple Podcasts5R TartreUnited States4 years ago - Real applicable insights
Stephen is able to condense difficult financial topics into digestible sessions that consistently result in increased understanding and confidence.
Apple Podcasts5alayton09United States6 years ago - Refreshing
Stephen’s perspective is refreshing. Real truths about real investing.
Apple Podcasts5m2nelliesUnited States6 years ago
Listeners Say
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Apple Podcasts | #34 |  Finland/Business/Investing |
Apple Podcasts | #84 | Finland/Business |
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Frequently Asked Questions About Intentional Family Wealth Podcast
What is Intentional Family Wealth Podcast about and what kind of topics does it cover?
The show centers on stewarding substantial family wealth with a focus on practical money management,透明 conversations with the next generation, and maintaining family unity amid wealth transitions. Episodes commonly explore topics like gifting and inheritance, tax-aware planning, endowment-style spending, charitable giving, and principled investing, often through the lens of real-world family dynamics and faith-based values. A notable strength is translating complex estate and investing concepts into actionable frameworks for affluent families, while balancing financial strategy with parenting, generosity, and purpose. Listeners are likely executives, entrepreneurs, and wealth advisors seeking clarity on transfers of wealth, education about ... more
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How many listeners does Intentional Family Wealth Podcast get?
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What are the audience demographics for Intentional Family Wealth Podcast?
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Which podcasts are similar to Intentional Family Wealth Podcast?
These podcasts share a similar audience with Intentional Family Wealth Podcast:
1. Big Picture Retirement®
2. Stay Wealthy Retirement Podcast
3. Retirement Starts Today
4. Your Money, Your Wealth
5. Retirement Answer Man
How many episodes of Intentional Family Wealth Podcast are there?
Intentional Family Wealth Podcast launched 6 years ago and published 84 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Intentional Family Wealth Podcast?
Recent guests on Intentional Family Wealth Podcast include:
1. Steve Rife
2. Victor Haghani
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.