Travis Parry interviews John Nebeker, a financial advisor and founder of TFB Strategies LLC, about the Family Bank system. John discusses his journey from working with his father to founding TFB Strategies and writing "The Family Bank: The Key to Generational Wealth." He explains how the Family Bank uses trusts, life insurance, and real estate to manage and grow wealth across generations, emphasizing the importance of financial education and accountability. John contrasts successful families like the Rockefellers with the Vanderbilts, highlighting the benefits of structured financial planning. He also shares personal anecdotes on teaching financial responsibility to his children.
Important Disclosure John Nebeker is a financial advisor with Eagle Strategies LLC, a registered investment advisor. John's comments today are for information purposes only. He and Eagle Strategies LLC and its affiliates do not provide tax, legal, or accounting advice. Listeners to this podcast should consult their own professional advisor before making any planning related decisions
