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03. The Power of a Shared Family Vision with The Wagners
Manage episode 415611553 series 3568267
内容由Wayne Wagner Jr., ChFC and Wayne Wagner Jr.提供。所有播客内容（包括剧集、图形和播客描述）均由 Wayne Wagner Jr., ChFC and Wayne Wagner Jr. 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
“We all are committed to becoming the best version of ourselves, or at least a better version than we were yesterday. That’s our shared commitment to each other.”
You may have heard that the second generation loses 70% of its wealth and 90% by the third. Why does this happen to financially successful families?
Multi-generational wealth isn’t just a matter of net worth. It’s about creating alignment in values and vision between generations. It’s not just dad’s vision. Or mom’s vision. Or the kids’ visions.
It’s a shared vision that ties us together while letting us become the best version of ourselves.
The Wagner family has been focusing on this conversation for years. They’ve established unique habits for finding and forming a shared family vision. In today’s episode, Wayne is joined by his wife Mae and his kids CJ and Bryce.
Join us as we delve into:
- Seeking counsel individually and together
- An investment-minded approach to relationships
- A strategy for family meetings
- Overcoming individual challenges as a family team
- Introduction to Wagner Family's Goal Planning Sessions
- Importance of Seeking Counsel Individually
- Strategic Discussions on Family Resources
- "Wagners Do Big Things" Family Mindset
- Family Overcomes Challenges; Sets Major Goals Together
- Intentionality in Crafting Family Core Values
- Multi-Generational Approach to Building Family Legacy
- Discipline as a Key to Achieving Family Goals
- Overcoming Challenges with Family Support
- Importance of Envisioning More for Continuous Improvement
- Stewardship and Calling in Business and Mission Work
- Envizion More: http://www.EnvizionMore.com
- Vizionary Wealth: http://www.VizionaryWealth.com
- Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
- Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
- Disclosures: http://www.VizionaryWealth.com
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
- Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
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