Stewardship as a next generation family member can feel like a dichotomy. You need a wealth building mentality and yet, you can be tempted to spend it in one generation (cue: shirt sleeves to shirt sleeves). That is why family culture must be invested into and throughout the years so the wealth from the first generation can be carried on with the following generations. If you are looking to create the family culture, the good news is there are positive examples and guiding principles.Today's coaching guest found himself born into a family of some wealth (the Anheuser family of Budweiser beer fame). David McCary is the founder of McCary Anheuser Wealth Management, a registered investment advisory that helps clients with asset protection, estate planning, investment planning, debt management as well as disability, income and tax planning. In this episode, Angelina Carleton talks with Dave about behavioral finance, building blocks for the next generation’s and spending one’s life wisely. After all, if you can find your alignment with stewardship, you find confidence and self-esteem in creating your legacy with your talents and hobbies.If you think of your legacy in the context of the Johnny Appleseed story, this coaching conversation will inspire you to consider starting today, planting seeds and the Rule of 7. Learn more about David McCary and the amazing work he's doing at www.mccary-anheuser-wealth.com.Bio: Mr. McCary worked hard earning a BA in Economics from Middlebury College, an MBA in Finance from Dartmouth, and most recently his Certified Financial Planner designation. These credentials, combined with his 40+ years as an institutionally trained investment advisor and entrepreneur, have helped him bring a wealth management practice to his clients that can truly help them manage through their own personal and family wealth management struggles. When done well, his client’s lives can be significantly improved both now and for generations to come.To further give back to his community, David also serves on three boards of directors and helps their investment committees oversee $100+ million in investments. The three Boards are: 1) The University of Hartford Art School Endowment; 2) The Connecticut Episcopal Bishops Fund; and 3) The Colt Family Bequest.-Are you lacking support to grow your vision of a personal legacy worth lasting more than your lifetime? We can assist! Email us at info@angelinacarleton.com -- let us know where you are struggling in the process of defining, developing and executing your legacy. We can then plan a future podcast episode where specific challenges are explored to present a broad range of solutions to help you, and any other listeners, navigate this subject (discretion is of course offered to the party writing in). Stop going at this alone and bring us your smallest and biggest obstacles so we can take the complexity out of planning legacies. After all, what "lack of knowledge" is doing to your legacy is just not right!If you are overwhelmed or confused on where to begin or who to trust with your legacy, we can tailor make a plan designed to nurture and encourage what is important to you... Just go to DesignUrLegacy.com and book your first Discovery Coaching Session. Knowing how to build and create a legacy plan to align with your values, vision and guiding principles shouldn’t be out of reach. Go to DesignUrLegacy.com and book your coaching session to give your legacy the respect it deserves.
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