What if the richest thing you leave your family isn’t money at all? In this episode we sit down with investment advisor, Tim Jenkins, who helps us reframe wealth through the lens of stewardship, generosity and multi‑generational wisdom. Instead of asking how to get a little more, we ask how much is enough? What values do we want to pass on? And why might giving now be the most strategic move for the next generation.

In this conversation Tim Jenkins breaks down the cultural lies that fuel money stress—ownership thinking, the myth that more simplifies life, and the narrow focus on dollars alone. He introduces five currencies of wealth—financial, spiritual, relational, emotional, and intellectual—and shows how legacies crumble when only one currency is transferred. We unpack the sobering 90/10 rule showing why most fortunes don’t reach the fourth generation. Then we map a path to reverse it by teaching principles, involving heirs in giving decisions, and documenting the family playbook.

Whether you lead a family enterprise or steward a modest estate, the same truths apply: money reveals the heart, and planning with purpose can turn anxiety into peace. If you'd like to learn more with Tim Jenkins you can reach out to Trinity Family Wealth Advisors and find him through social media.

And please don't forget to share this episode and join the conversation on YouTube!

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