What is the true purpose of wealth? Is it independence, security, or leaving a mark?
Financial philosopher and CEO & Founder of Sound Financial Group Paul Adams joins Derek Jensen for a profound conversation that moves way beyond the spreadsheet. They explore how to build a legacy defined not by the size of an inheritance, but by the strength of the values behind it. Paul shares why financial independence is the bedrock of honest advice, how to have transparent money conversations that actually stick with the next generation, and why preparing your heirs for responsibility is the ultimate act of love.
Check out Paul’s podcast, ‘More Than Commas’: https://sfgway.com/podcast-blog/
And learn more about Sound Financial Group: https://sfgway.com/
Learn more about Who Gets What?: https://whogetswhat.fm/
This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.
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