Give Money with Meaning: The Legacy of Charity
It may seem counterintuitive to tell people that preserving wealth across generations requires teaching heirs…
SFSAugust 28, 2025
Raising Financially Savvy Heirs
More than once, I’ve heard parents express hesitation about discussing their finances with their adult…
SFSJune 26, 2025
Allow Us to be Your Financial Bodyguard
Recently, we’ve seen a concerning rise in clients falling victim to scams, losing their hard-earned…
SFSApril 25, 2025
Episode 89: The Power of a 7th-Generation Mentality
Power Up Wealth podcast – Episode 89 – The Power of a 7th-Generation Mentality James Derrick…
SFSApril 8, 2025
The Value of Storytelling
Many people desire to pass their values on to future generations but struggle with the…
SFSMarch 4, 2025
The Power of a 7th Generation Mentality
When families adopt a 7th generation mentality, they commit to a vision far greater than…
SFSJanuary 3, 2025
Episode 79: Estate Planning Mistakes
Power Up Wealth podcast – Estate Planning Mistakes – Episode 79 transcript: Mikal Aune 0:00What…
SFSDecember 9, 2024
Review Your Estate Plan
When people hear “estate planning,” they often think it only applies to the wealthy. If…
SFSOctober 25, 2024
Episode 73: How Should Wealth Be Defined?
Power Up Wealth podcast – How Should Wealth Be Defined? – Episode 73 transcript: Sharla…
SFSAugust 28, 2024
Teach Children to Multiply Wealth
Wealth multiplication is the powerful concept that wealth can be leveraged to create greater wealth.…
SFSAugust 22, 2024