Ep 44 - Passing on Values, Not Just Wealth

Ep 44 - Passing on Values, Not Just Wealth

From Wealth Experience by Alman Partners Pty Ltd

August 15, 2025 · 28 min · Season 3 · Episode 44

About this episode

This episode discusses how families can pass on values alongside wealth to ensure lasting financial wisdom across generations.

They say the first generation earns it, the second enjoys it, and the third burns it - but it doesn’t have to be that way. In this thought-provoking episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey explore how families can break the cycle by focusing not just on wealth creation, but on the values that sustain it across generations. Join us as we dive into the mindsets and principles that build lasting wealth, the power of family money meetings, and the importance of intentional gifting. What are you teaching your children about money management, generosity, and responsibility? Discover practical ways to pass on financial wisdom and values that endure far beyond the balance sheet. RESOURCES Legacy Letter Template Values-Based Financial Planning, Bill Bachrach Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ. Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane AP Direct Invest - Alman Partners #wealthexperiencepodcast #almanpartners #truewealth…

People in this episode

Hosts: Teneale, Kelsey

Topics covered

  • intergenerational wealth
  • financial values
  • wealth management
  • family dynamics
  • money education

Keywords

  • wealth transfer
  • financial wisdom
  • money management
  • intentional gifting
  • family money meetings

Mentioned in this episode

Organizations: Alman Partners Pty Ltd

Books & works: Legacy Letter Template, Values-Based Financial Planning, Bill Bachrach

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