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Intentional Family Wealth Podcast

Intentional Family Wealth Podcast

By: Stephen H. Nelson CFA CFP® & Matthew E. Higbie CFA CFP®
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About this listen

For families with significant wealth, the question shifts from "Will I have enough?" to "How do I steward this well?" Over years of working with affluent families, we've seen recurring concerns: How much should we give our children without harming their motivation or well-being? How do we live with purpose? How can we protect family unity from the challenges wealth can bring? And how do we balance enjoying our resources with giving? Join Stephen Nelson, CFA®, CFP® and Matt Higbie, CFA®, CFP® as they share insights on investing, tax planning, and raising grounded, capable children. This isn't generic advice—it's clarity for those with more at stake.Birchwood Capital 2026 Economics Parenting & Families Personal Finance Relationships
Episodes
  • When And How To Tell Kids About Your Family Wealth
    Apr 15 2026

    Wondering when and how to talk to your kids about money and wealth?

    In this video, we break down the best age to start financial conversations, how to teach strong money values, and what wealthy families do differently to raise financially responsible kids.

    Learn practical strategies to avoid entitlement, build financial literacy, and prepare the next generation for wealth the right way.

    Get more of your wealth questions answered here: https://birchwoodcapital.com

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    25 mins
  • Should You Die With Zero?
    Apr 1 2026

    In this episode, we break down powerful ideas from Die With Zero by Bill Perkins and challenge the traditional approach to wealth, inheritance, and retirement.

    Learn why waiting until your kids are 60 may not make sense, how to maximize life experiences, and how to use your money more intentionally while you're still alive. If you're a high-income saver or retiree thinking about legacy planning, this conversation will change how you view money, time, and family impact.

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    17 mins
  • How To Give Money To Your Kids (Without Enabling Them)
    Mar 15 2026

    Get more of your family wealth answered here: https://birchwoodcapital.com

    Giving money to your kids sounds generous—but it can sometimes do more harm than good.

    Today, we share practical ways parents and grandparents can financially help their children without hurting their motivation, confidence, or independence.

    We cover smart strategies like helping with a first home down payment, education, weddings, and family vacations, plus the key rules and parameters that make these gifts beneficial instead of enabling.

    We also discuss common mistakes—like funding businesses with no boundaries or giving money that removes the incentive to work. If you're a parent or grandparent who wants to support your kids financially while still raising capable, independent adults, this conversation will give you practical ideas and principles to follow.

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    14 mins
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