Redefining Success: Wealth Beyond Money

Guest: Caleb Breakey, Founder of Renown Publishing

Caleb Breakey leads Renown Publishing, guiding high-impact leaders and ultra-high networth families through 18-month transformational storytelling journeys to preserve legacies and inspire human flourishing.

Key Moments:

3:00 - Caleb explains how his upbringing in a high-control community shaped his curiosity about humanity and different perspectives

3:27 - Discussion about how diverse life experiences help you see the world differently, with Bogumil sharing his early life in communist Poland

3:56 - Caleb shares his personal "why" - watching his once-close extended family fall apart after his grandparents passed away, revealing the importance of preserving family stories and values

6:10 - The distinction between capturing history versus telling stories: "History informs, story transforms"

7:53 - Why people often undervalue their own stories and Caleb's mission to help them see the inherent value in their unique experiences

10:43 - The universal elements of the hero's journey present in everyone's life story

11:52 - Example of a client getting emotional when connecting his business values to family history that traced back to the Civil War

14:12 - Powerful story about integrity shown through actions rather than words - a client who paid back a million dollars of debt over seven years despite advice to declare bankruptcy

18:54 - The cinematic approach to storytelling - identifying key moments and creating a narrative that resonates deeply

21:00 - How to handle difficult family stories with honesty while recognizing their transformative power

25:43 - Discussion about connecting with future generations through universal human emotions despite different life circumstances

29:08 - Exploration of the "outrunning the wolves" metaphor - how past struggles drive future success

31:29 - Insights about how we assume our childhood experiences are universal until we discover otherwise

34:54 - Caleb shares the dramatic story of being mistaken for bank robbers on his honeymoon

39:21 - The importance of capturing stories when they're fresh - "if you don't capture it, you will lose it"

44:28 - Vulnerability as a gift - how sharing our own struggles can be someone else's lifeline

47:25 - How the digital age has changed legacy preservation and Renown's approach to creating tangible, meaningful legacy boxes

52:48 - Unexpected outcomes of the legacy preservation process - clients discovering the therapeutic value of being deeply seen and heard

56:51 - Caleb's personal definition of success: "I will be wealthy when I have an abundance of what I value"

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.