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03. The Power of a Shared Family Vision with The Wagners
Manage episode 415611553 series 3568267
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“We all are committed to becoming the best version of ourselves, or at least a better version than we were yesterday. That’s our shared commitment to each other.”
You may have heard that the second generation loses 70% of its wealth and 90% by the third. Why does this happen to financially successful families?
Multi-generational wealth isn’t just a matter of net worth. It’s about creating alignment in values and vision between generations. It’s not just dad’s vision. Or mom’s vision. Or the kids’ visions.
It’s a shared vision that ties us together while letting us become the best version of ourselves.
The Wagner family has been focusing on this conversation for years. They’ve established unique habits for finding and forming a shared family vision. In today’s episode, Wayne is joined by his wife Mae and his kids CJ and Bryce.
Join us as we delve into:
- Seeking counsel individually and together
- An investment-minded approach to relationships
- A strategy for family meetings
- Overcoming individual challenges as a family team
- Introduction to Wagner Family's Goal Planning Sessions
- Importance of Seeking Counsel Individually
- Strategic Discussions on Family Resources
- "Wagners Do Big Things" Family Mindset
- Family Overcomes Challenges; Sets Major Goals Together
- Intentionality in Crafting Family Core Values
- Multi-Generational Approach to Building Family Legacy
- Discipline as a Key to Achieving Family Goals
- Overcoming Challenges with Family Support
- Importance of Envisioning More for Continuous Improvement
- Stewardship and Calling in Business and Mission Work
- Envizion More: http://www.EnvizionMore.com
- Vizionary Wealth: http://www.VizionaryWealth.com
- Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
- Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
- Disclosures: http://www.VizionaryWealth.com
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
- Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
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