Wealth

The Perils of Hoarded Wealth

2026-09-29T02:02:57-05:00October 19th, 2026|Tags: , , |

When Kathy and I married, we held our reception in a facility owned by a wealthy man. Before the reception, I found a man in overalls setting up the tables and chairs alone.   Assuming he was hired help, I asked why no one was assisting him. He barked, “That would cost me money.” He was the owner.  Despite his wealth, ...

Values First, Money Second

2019-12-22T22:58:38-06:00December 23rd, 2019|Tags: , , |

Recently, I met with a new friend who was carrying a burden of concern for his children. My friend’s father had established trusts for each grandchild to be funded from the success of their family business. In the beginning, the trust amounts were modest, but as the business flourished, the trusts had grown larger than the family ever imagined. My ...

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