• Stewarding Wealth, Values and Wisdom Into The Next Generations - Ted Oakley: Ep #506

  • Oct 25 2024
  • Length: 46 mins
  • Podcast

Stewarding Wealth, Values and Wisdom Into The Next Generations - Ted Oakley: Ep #506

  • Summary

  • We all want to leave a strong legacy and equip our kids in a way that allows them to succeed and leave a legacy of their own. The question is: how do we do that? I recently had a live conversation about this topic with Ted Oakley, Managing Partner and Founder of Oxbow Advisors. As someone who helps clients navigate the markets, plan for retirement, and steward wealth for the next generations, Ted has a tremendous amount of wisdom around understanding true wealth and creating a legacy that is worth more than just money.

    Check out the show notes for more information!

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep 504: Anna Kelley - The Fed Rate Cut is a Sign of a Deeper Problem - The Era of Long-Term Investing
    2. Ep 503: Tom Berry - Private Lending Investing - Less Risk and Steady Returns
    3. Ep 500: David and Kandace Phelps - Creating the Life You Desire - The Freedom Founders Story and Purpose

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