Dr. Daniel Crosby - The Psychology of Wealth Transfer and Why Inheriting Wealth Changes More Than Just a Balance Sheet

Tune in to hear: - Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer? - How can we better prepare heirs to understand their newfound relationship with wealth? - Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth across generations? - What are the four invisible inheritances that accompany the inheritance of wealth? - What is behavioral capital, and why do we inherit this long before we inherit financial capital? - What is relational capital, and why is this a form of invisible inheritance? - What are some of the crucial psychological differences between earned wealth and received wealth? Links - The Soul of Wealth Connect with Us - Meet Dr. Daniel Crosby - Check Out All of Orion’s Podcasts - Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 2442-U-26233