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What the Heck Is Stewarding Generational Wealth?
Manage episode 519221715 series 3312321
What does it really mean to steward generational wealth, and why should we care? In this episode, Austin, Josh, and Tony talk about what that actually means in real life. It’s not just about growing money; it’s about using it wisely, passing down values, and making an impact that lasts. From the firm’s early days at Red Lobster to the lessons they’ve learned along the way, they share what true stewardship looks like and how it can shape your family’s future for generations to come!
Watch the video version, get show notes, and more resources at thewealthmindsetshow.com/s2e24
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Chapters
1. What the Heck Is Stewarding Generational Wealth? (00:00:00)
2. Life Updates: Giant Sea Otters, Toddlers, & Study Abroad (00:00:51)
3. How Did Hixon Zuercher Capital Management Choose Their Mission Statement? (00:03:51)
4. What Is a Steward? (00:06:32)
5. A Good Steward Vs. A Bad Steward? (00:07:40)
6. The Weight of Stewardship Responsibility to Our Clients (00:11:37)
7. The Honor & Privilege to Manage Clients' Wealth (00:16:01)
8. Stewardship In Action & The Legacy of Hixon Zuercher Capital Management (00:17:41)
251 episodes
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