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Kingdom Estate Planning Part 3: What Do I Do With the Rest?

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Manage episode 489207703 series 3504851
Content provided by Jeff Thomas, Alan Barnhart, and Jeff Rutt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Thomas, Alan Barnhart, and Jeff Rutt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What is the wrong you are meant to right in the world?

In this episode, Jeff and Cale discuss:

  • Understanding the narrative, not just the numbers.
  • Finding joy while giving before you’re gone and disinheriting the IRS.
  • Putting your talents to work for the Kingdom.
  • Living an abundant life.

Key Takeaways:

  • Take a look inside your family and what you’re called to do. For some, it is disenfranchised youth or Christian entertainment. It may be missionary work, Bible translation, or the environment. Various things can be done and continue to need to be done.
  • Let God move your heart - He moves within everyone in different ways.
  • We all only have one chance here - let’s use what we have for the good of others.
  • There is not really a one-size-fits-all setup. It will be different for your family as it speaks to your values and purpose.

"What we encourage people to do is start with something simple - just see if you can name three values, three words that you and your spouse feel really speaks to this and summarizes what we feel like God has called us to be as a family." — Cale Dowell

About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations.

Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.

After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.

Connect with Cale Dowell:

Website: https://www.arkosglobal.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/caledowell/

Connect with Jeff Thomas:

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

  continue reading

164 episodes

Artwork
iconShare
 
Manage episode 489207703 series 3504851
Content provided by Jeff Thomas, Alan Barnhart, and Jeff Rutt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Thomas, Alan Barnhart, and Jeff Rutt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What is the wrong you are meant to right in the world?

In this episode, Jeff and Cale discuss:

  • Understanding the narrative, not just the numbers.
  • Finding joy while giving before you’re gone and disinheriting the IRS.
  • Putting your talents to work for the Kingdom.
  • Living an abundant life.

Key Takeaways:

  • Take a look inside your family and what you’re called to do. For some, it is disenfranchised youth or Christian entertainment. It may be missionary work, Bible translation, or the environment. Various things can be done and continue to need to be done.
  • Let God move your heart - He moves within everyone in different ways.
  • We all only have one chance here - let’s use what we have for the good of others.
  • There is not really a one-size-fits-all setup. It will be different for your family as it speaks to your values and purpose.

"What we encourage people to do is start with something simple - just see if you can name three values, three words that you and your spouse feel really speaks to this and summarizes what we feel like God has called us to be as a family." — Cale Dowell

About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations.

Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.

After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.

Connect with Cale Dowell:

Website: https://www.arkosglobal.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/caledowell/

Connect with Jeff Thomas:

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

  continue reading

164 episodes

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