EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.

Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising families. I met him in Nashville early in 2020 and stayed in touch. When I heard he was writing a book, I knew we were kindred spirits having gone through that process myself. That book, "When Anything is Possible", just came out and I couldn't be happier for him. I think it is a terrific companion to those looking to forestall the "Shirtsleeves to Shirtsleeves" phenomenon and help business owners and their families structure and build lives of purpose. In this podcast, we discuss some of his insights and the book-writing process itself. https://www.amazon.com/When-Anything-Possible-Wealth-Strategic/dp/173568130X/ Introduction Chapter 1 Wealth Strategy: Defining the Terms Section One: Wealth Structure Chapter 2 Wealth and What It Is Chapter 3 Level of Wealth Chapter 4 Psychology: Money’s War on Our Brains Chapter 5 Coming Into Wealth Section Two: Wealth Identity Chapter 6 How You Feel About Yourself Affects How You Feel About Wealth Chapter 7 Defining Your Wealth Identity Section Three: Wealth Strategy Chapter 8 How to Spend It Chapter 9 How to Invest Chapter 10 Giving to the Next Generation Chapter 11 Philanthropy Chapter 12 Building a Life of Intention Here are a few recent blog posts which introduce concepts from the book: The Challenge and Complexity of Entitlement Adjusting to Life After The Liquidity Event Creating a Wealth Surplus to Pass to Future Generations What You Should Know Before Marrying Rich You can find David here: Book - whenanythingispossible.com Website: www.familycapitalstrategy.com Newsletter - FIFTEEN ON FRIDAY - Twitter: @DavidCWellsJr https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/