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Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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.
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Generational Wealth Done Right
Manage episode 508155075 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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.
In this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets.
Together, we discuss:
- Why estate planning matters and the myths that keep people from doing it.
- Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome.
- How grief, trauma, and family secrets can complicate financial decisions.
- The dangers of poor planning, from taxes to risky investments.
- Why passing down values and vision matters as much as passing down money.
- Practical steps: family meetings, communication, and building a professional support team.
- Why the greatest inheritance is love and connection, not just financial assets.
👤 About Our Guest:
Paul Deloughery is an estate planning and probate attorney based in Phoenix, Arizona. He's the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer—a guide to building multi-generational wealth with intention and heart. Paul's mission? Helping families protect not just what they've built, but who they are.
📘 Get the Book:
Lasting Wealth: A Revolutionary Method of Family Wealth Transfer – Available on Amazon
👉 If you've ever wondered how to prepare your family for both the money and the meaning you want to leave behind, this conversation with Paul will give you both cautionary lessons and hopeful guidance.
00:00 Introduction and welcome
00:52 Meet Paul Deloughery: 25+ years in estate planning and trust litigation
02:50 Why estate planning matters + common myths
05:46 Paul's personal story: sudden inheritance at age 42
06:55 Sudden Wealth Syndrome explained
07:42 How Paul lost wealth to taxes and risky investments
09:29 The emotional side of inheritance
10:27 Why you need a plan (or others will take advantage)
13:02 Family values, context, and vision for wealth
14:45 Trauma, secrets, and their financial impact
17:01 Healing and creating new habits
18:34 Legacy through family meetings and communication
21:10 Advice for families: start early, plan well
24:23 Who Paul helps (it's not just the ultra-wealthy)
25:53 Building a team: attorney, tax, financial
27:44 Closing thoughts: the biggest inheritance is love and family connection
Watch on YouTube: https://youtu.be/Fdu1XdSoUU0
100 episodes
Share
Manage episode 508155075 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely 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.
In this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets.
Together, we discuss:
- Why estate planning matters and the myths that keep people from doing it.
- Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome.
- How grief, trauma, and family secrets can complicate financial decisions.
- The dangers of poor planning, from taxes to risky investments.
- Why passing down values and vision matters as much as passing down money.
- Practical steps: family meetings, communication, and building a professional support team.
- Why the greatest inheritance is love and connection, not just financial assets.
👤 About Our Guest:
Paul Deloughery is an estate planning and probate attorney based in Phoenix, Arizona. He's the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer—a guide to building multi-generational wealth with intention and heart. Paul's mission? Helping families protect not just what they've built, but who they are.
📘 Get the Book:
Lasting Wealth: A Revolutionary Method of Family Wealth Transfer – Available on Amazon
👉 If you've ever wondered how to prepare your family for both the money and the meaning you want to leave behind, this conversation with Paul will give you both cautionary lessons and hopeful guidance.
00:00 Introduction and welcome
00:52 Meet Paul Deloughery: 25+ years in estate planning and trust litigation
02:50 Why estate planning matters + common myths
05:46 Paul's personal story: sudden inheritance at age 42
06:55 Sudden Wealth Syndrome explained
07:42 How Paul lost wealth to taxes and risky investments
09:29 The emotional side of inheritance
10:27 Why you need a plan (or others will take advantage)
13:02 Family values, context, and vision for wealth
14:45 Trauma, secrets, and their financial impact
17:01 Healing and creating new habits
18:34 Legacy through family meetings and communication
21:10 Advice for families: start early, plan well
24:23 Who Paul helps (it's not just the ultra-wealthy)
25:53 Building a team: attorney, tax, financial
27:44 Closing thoughts: the biggest inheritance is love and family connection
Watch on YouTube: https://youtu.be/Fdu1XdSoUU0
100 episodes
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Similar to Wealth Wisdom Financial Podcast
Series that demystifies health issues, separating fact from fiction and bringing clarity to conflicting health advice.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
Short documentaries and adventures in sound presented by Josie Long.
…
continue reading
Host Paul John Roach and his guests find the mystical core and explore the perennial philosophy amidst the infinite variety of the world’s religions and spiritual traditions. Paul emphasizes the practical application of spiritual wisdom imparted from poets, writers, philosophers, mystics, and scriptures in order to foster a deeper awareness and understanding in our everyday lives. Explore over 650 shows with thought leaders and spiritual teachers. #PaulJohnRoach.com
…
continue reading
Move more of your body more often and in more interesting ways with the Get-Fit Guy! If you want to begin an exercise routine and don't know where to start, or if you've been working out for a while and aren't getting the results you want, Kevin Don will give you the tips you need to reach your fitness and movement goals. Get expert information on the latest fitness trends and advice on everything from toning your arms to running a 5K or simply building more movement into your day. With his ...
…
continue reading
Reflections from a faith perspective on issues and people in the news.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
