New Wealth Playbook Part 1: Seven Common Missteps When New Wealth Arrives
This is part one of a series on how to prepare for the arrival of New Wealth. We highlight 7 common mistakes that are made in the early stages, and the rest of the series leads you through a process to make sure you and your family achieve the peace and prosperity you are hoping for.
Matthew Goff
2 days ago
New Wealth Playbook Part 2: Lost in Translation
This video explains how to translate what you want your wealth to do for your family into specific, measurable terms and then prioritized through priority stacking. These techniques quickly anchor your decision making in purposeful and well thought out priorities, helping you avoid early mistakes in planning.
Matthew Goff
3 days ago
New Wealth Playbook Part 3: Shields Up
This video explains heightened security and liability risks families face after a major liquidity event. New wealth comes with new risks and new pressures. We cover some of the basics and how to shield yourself from the threats.
Matthew Goff
4 days ago