Exit Is Now - Plan Accordingly With Scott Snider cover image

Never Again: Lessons from Losing a $10M Client

Exit Is Now - Plan Accordingly With Scott Snider

00:00

Navigating Wealth and Family Values

This chapter explores the personal pain points clients face beyond financial issues, focusing on the complexities of raising children in affluent environments. The speakers discuss the importance of teaching financial literacy, instilling values, and balancing comfort with responsibility in the next generation's wealth stewardship.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app