About this episode
This episode discusses what to do with excess money, focusing on intentional spending, philanthropy, and legacy planning.
This episode tackles a question that sounds unusual but affects more people than you might think: what do you do with your money if you're not going to spend it all? We start with a quick market update—covering geopolitical risks, Fed uncertainty, and a major rotation beneath the surface of a relatively flat S&P 500—before diving into the real conversation about purpose and planning. Through a real client story, we explore intentional spending, philanthropy, and legacy planning, and why having a clear plan can help you maximize both your wealth and its impact while you're alive. Show Topics Excess Capital Market Rotation Intentional Wealth Spending Psychology Purposeful Giving
People in this episode
Host: Karl Eggerss
Topics covered
- Excess Capital
- Market Rotation
- Intentional Wealth
- Spending Psychology
- Purposeful Giving
Keywords
- money management
- wealth planning
- philanthropy
- investment strategy
- financial planning
Mentioned in this episode
Organizations: S&P 500
Places: geopolitical risks, Fed
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