Robust Rudder

Tool & Conversations

Tool & Conversations

We work through some key ideas to bolster your financial legacy and I share some templates designed to inspire ...
Gamify Your Family Bank

Gamify Your Family Bank

In this training I challenge you to consider gamifying the start of your family bank.
Delivery of Financial Legacy

Delivery of Financial Legacy

In this training I share the 4 most common models of sharing wealth and how one model in particular will support ...
Architecting Legacy Part 5 – Is Legacy Only About Kids?

Architecting Legacy Part 5 – Is Legacy Only About Kids?

Close to 1 in 5 people say they will not have kids. If this is true, what does this mean for financial legacy? ...
Architecting Legacy Part 4 – Does Size Matter?

Architecting Legacy Part 4 – Does Size Matter?

In this training we explore whether the success of your financial legacy is dependent on how much money you leave ...
Architecting Legacy Part 3 – The 4 Legacy Models

Architecting Legacy Part 3 – The 4 Legacy Models

To get some clarity on financial legacy in action, I'd like to go through my interpretation of the 4 most common ...
Architecting Legacy Part 2 – The Grim Statistics

Architecting Legacy Part 2 – The Grim Statistics

There are a number of big studies about how successful people are at architecting legacy. In this short training I ...
Architecting Legacy Part 1 – Introduction

Architecting Legacy Part 1 – Introduction

This is an overview of the big challenges we face as investors seeking to build wealth that ...
The Friction of Legacy

The Friction of Legacy

We can have the best of intentions when it comes to creating financial legacy, but the reality can be far from ...
The Legacy Multiplier with Ryan Parsons – Q3: How much should you do for your kids & making your own way

The Legacy Multiplier with Ryan Parsons – Q3: How much should you do for your kids & making your own way

We all want to help our kids have a good life. In this training we talk about how much oyu should or shouldnt do ...
The Legacy Multiplier with Ryan Parsons – Q2: Conversations to have with kids

The Legacy Multiplier with Ryan Parsons – Q2: Conversations to have with kids

Ryan Parson discussed with us how to have conversations with your kids on the topic of money
The Legacy Multiplier with Ryan Parsons – Q1: Elements of a family charter

The Legacy Multiplier with Ryan Parsons – Q1: Elements of a family charter

Ryan Parson is not only someone who comes from wealth himself, but has advised a lot of high net worth individuals ...
100 year Plan Part 3

100 year Plan Part 3

We discuss why earning moeny today and having working for you in 100 years is a big challenge facing many business ...
100 year Plan Part 2 with Ron Philips

100 year Plan Part 2 with Ron Philips

Ron Philips takes us through his views on intergenerational wealth and how he believes we can stack the odds in ...
100 year Plan Part 1

100 year Plan Part 1

We discuss why earning money today and having working for you in 100 years is a big challenge facing many business ...
Enduring Financial Legacy

Enduring Financial Legacy

This week we take a closer look at what is required to develop skills in the younger generation to develop wealth ...

DISCLAIMER


This presentation has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a licensed financial adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

Although every effort has been made to verify the accuracy of the information contained in this document, Phoenix Wealth Group, its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Phoenix Wealth Group and its related entities can take no responsibility for any actions taken by any person independently based on the information provided in this presentation.

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