<p>Resources and Next Steps: </p><p>📖 Learn more about Kingdom ROI → https://kingdomroi.org/</p><p> 🎯 Find Out More About the Kingdom Operating System:</p><p>https://www.launchkingdomos.com</p><p> ✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi</p><p><br /></p><p>We are living in the largest wealth transfer in human history — over $140 trillion in the U.S. alone. Potentially $300 trillion globally!</p><p><br /></p><p> But here’s the painful truth:</p><p> 90% of families will fail to preserve their wealth across three generations.</p><p>Why?</p><p> Because good optimization isn’t good enough anymore.</p><p><br /></p><p> Taxes, legal strategies, and investments can’t fix what’s broken.</p><p>💥 This isn’t just about money. It’s about values, relationships, and intentional legacy planning.</p><p><br /></p><p> In this episode of the KROI Podcast, Christopher Callahan and Eric L. Dunavant expose what most financial advisors won’t tell you — and how the top 10% of families are breaking the cycle and building 100+ years of impact.</p><p>🎯 In This Video, You’ll Discover:</p><p>✔️ Why traditional estate planning is setting families up to fail</p><p> ✔️ The shocking stats behind generational wealth loss (70% fail in Gen 2, 90% in Gen 3)</p><p> ✔️ The truth about "lifetime inheritance" vs. post-death bequests</p><p> ✔️ How unconscious manipulation is embedded in the advisory industry</p><p> ✔️ The Kingdom ROI formula that redefines legacy: Relationships × Optimization = Intention</p><p> ✔️ The critical conversations your advisor isn't having — and how to start them now</p><p> ✔️ How to raise financially wise children and avoid entitlement</p><p> ✔️ Why your legacy must be passed before you're gone</p><p> ✔️ Real examples of families creating impact for generations — and how you can join them</p><p><br /></p><p><br /></p><p>🕒 Timestamps </p><p>0:00 - What Do You Want for Your Kids?</p><p>0:40 - The $140 Trillion Transfer</p><p>1:50 - Are You Being Robbed?</p><p>2:40 - Why Families Fail at Wealth</p><p>4:10 - Advisors Are Missing This</p><p>5:30 - Lifetime vs. After-Death Inheritance</p><p>7:00 - Inheritance Done Wrong</p><p>9:00 - Legacy That Actually Matters</p><p>10:30 - Speak Into Their Future</p><p>12:00 - Is Your Advisor Biased?</p><p>13:40 - Building 100-Year Impact</p><p>15:00 - What the Top 10% Do</p><p>16:30 - Prodigal Son &amp; Entitlement</p><p>17:40 - Let Them Fail</p><p>19:00 - Real Family Conversations</p><p>20:10 - Failing Kids in Their 20s</p><p>21:00 - What Do You Really Want?</p><p>23:30 - Gen Z Giving Story</p><p>25:00 - Family Values in Action</p><p>26:20 - Inheritance Isn’t Fair</p><p>27:40 - God's Wealth Rules</p><p>28:30 - Make Your Business Last</p><p>29:20 - Free Book: Bistro with Bob</p><p><br /></p><p>Tags to Help Others Find This Video: </p><p>generational wealth planning, lifetime inheritance, relational wealth, estate planning for high net worth families, legacy family planning, wealth transfer strategy, how to build generational wealth, values-based estate planning, inheritance failure rate, Kingdom ROI, wealth preservation strategies, Christian financial planning, how to talk to kids about money, multi-generational family legacy, legacy vs inheritance</p><p><br /></p><p>Hashtags: </p><p>#GenerationalWealth #EstatePlanning #LegacyMatters #WealthTransfer #KingdomROI #FamilyLegacy #WealthHeist #HighNetWorth #IntentionalLiving #ValuesDrivenWealth</p>

Kingdom ROI

Eric L. Dunavant, Chris Callahan

S4:E10 Advisors Won’t Tell You This About Inheritance Planning

DEC 10, 202530 MIN
Kingdom ROI

S4:E10 Advisors Won’t Tell You This About Inheritance Planning

DEC 10, 202530 MIN

Description

<p>Resources and Next Steps: </p><p>📖 Learn more about Kingdom ROI → https://kingdomroi.org/</p><p> 🎯 Find Out More About the Kingdom Operating System:</p><p>https://www.launchkingdomos.com</p><p> ✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi</p><p><br /></p><p>We are living in the largest wealth transfer in human history — over $140 trillion in the U.S. alone. Potentially $300 trillion globally!</p><p><br /></p><p> But here’s the painful truth:</p><p> 90% of families will fail to preserve their wealth across three generations.</p><p>Why?</p><p> Because good optimization isn’t good enough anymore.</p><p><br /></p><p> Taxes, legal strategies, and investments can’t fix what’s broken.</p><p>💥 This isn’t just about money. It’s about values, relationships, and intentional legacy planning.</p><p><br /></p><p> In this episode of the KROI Podcast, Christopher Callahan and Eric L. Dunavant expose what most financial advisors won’t tell you — and how the top 10% of families are breaking the cycle and building 100+ years of impact.</p><p>🎯 In This Video, You’ll Discover:</p><p>✔️ Why traditional estate planning is setting families up to fail</p><p> ✔️ The shocking stats behind generational wealth loss (70% fail in Gen 2, 90% in Gen 3)</p><p> ✔️ The truth about "lifetime inheritance" vs. post-death bequests</p><p> ✔️ How unconscious manipulation is embedded in the advisory industry</p><p> ✔️ The Kingdom ROI formula that redefines legacy: Relationships × Optimization = Intention</p><p> ✔️ The critical conversations your advisor isn't having — and how to start them now</p><p> ✔️ How to raise financially wise children and avoid entitlement</p><p> ✔️ Why your legacy must be passed before you're gone</p><p> ✔️ Real examples of families creating impact for generations — and how you can join them</p><p><br /></p><p><br /></p><p>🕒 Timestamps </p><p>0:00 - What Do You Want for Your Kids?</p><p>0:40 - The $140 Trillion Transfer</p><p>1:50 - Are You Being Robbed?</p><p>2:40 - Why Families Fail at Wealth</p><p>4:10 - Advisors Are Missing This</p><p>5:30 - Lifetime vs. After-Death Inheritance</p><p>7:00 - Inheritance Done Wrong</p><p>9:00 - Legacy That Actually Matters</p><p>10:30 - Speak Into Their Future</p><p>12:00 - Is Your Advisor Biased?</p><p>13:40 - Building 100-Year Impact</p><p>15:00 - What the Top 10% Do</p><p>16:30 - Prodigal Son &amp; Entitlement</p><p>17:40 - Let Them Fail</p><p>19:00 - Real Family Conversations</p><p>20:10 - Failing Kids in Their 20s</p><p>21:00 - What Do You Really Want?</p><p>23:30 - Gen Z Giving Story</p><p>25:00 - Family Values in Action</p><p>26:20 - Inheritance Isn’t Fair</p><p>27:40 - God's Wealth Rules</p><p>28:30 - Make Your Business Last</p><p>29:20 - Free Book: Bistro with Bob</p><p><br /></p><p>Tags to Help Others Find This Video: </p><p>generational wealth planning, lifetime inheritance, relational wealth, estate planning for high net worth families, legacy family planning, wealth transfer strategy, how to build generational wealth, values-based estate planning, inheritance failure rate, Kingdom ROI, wealth preservation strategies, Christian financial planning, how to talk to kids about money, multi-generational family legacy, legacy vs inheritance</p><p><br /></p><p>Hashtags: </p><p>#GenerationalWealth #EstatePlanning #LegacyMatters #WealthTransfer #KingdomROI #FamilyLegacy #WealthHeist #HighNetWorth #IntentionalLiving #ValuesDrivenWealth</p>