Love, Wisdom, Money

Let’s Talk Family Enterprise Podcast Episode #76

Host: Steve Legler
Guest: Buddy Thomas

In this episode, host Steve Legler speaks with Buddy Thomas, the author of Love, Wisdom, Money: The Family Fiduciary’s Guide to Generative Wealth. Together, they discuss the concept of a ‘Family Fiduciary’ and the importance of putting those three elements—Love, Wisdom and Money—in the right order.

Mentioned in this podcast

Love Wisdom Money: The Family Fiduciary’s Guide to Generative Wealth
by Buddy Thomas

Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors
by Scott Fithian

Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
by Hartley Goldstone, Keith Whitaker and James Hughes