Rob Cook is a CPA and CFP fiduciary financial advisor who looks and plans beyond traditional financial planning with his clients at CapTrust. He believes that when thinking and planning for your wealth, the dialogue should include the purpose for our money as well as the legacy you are creating for your family and community. Rob also holds a core value around achieving success without sacrificing life balance and family on his path to affluence.4:20 Willful ignorance7:02 Money as a tool vs. spending our time 11:46 Sobering conversations with very smart people16:30 When the tsunami comes …17:30 Own your financial knowledge 19:30 What outlives your money (Rob’s defn)21:00 Stipulations: Find a true friend, etc.25:00 Hurt around legacy conversations that comes up30:24 Exploiting the edges – stacking positive actions36:12 Best practice of “stillness” for your legacy planning42:36 Second best practice of celebrating50:29 Fear as a part of our instrument panel52:25 Accountability to another party and God57:59 Proverbs 3: 5-6To reach Rob: Email him at rob@contenderswanted.com - he is also on LinkedIn and Facebook. -Legacy Planning is a boutique advisory firm based in Beverly Hills, California (USA) that specializes in the coaching and advisory work around personal legacies. Most people have no idea how much better their life could be until they finally receive the support and guidance they need. To book your session, visit www.DesignUrLegacy.com. *We don't make your legacy. We make it better.For exclusive content, visit our website at www.designurlegacy.com and enter your email address. Upon receipt, we will send to you "3 Ways A Legacy Advisor Can Help You & Your Future Generations Survive & Thrive". Our Story: Most people don't have a vision. Alexander the Great didn't set out to conquer the world, he just wanted to protect his city. By accomplishing this minor goal, he gained the courage to explore and increased Greece's empire. Most people have no idea how much better their life could be until they finally sit down and plan. Our coaching and advisory service offers you the guidance and truth you need to complete your personal legacy. We are by your side encouraging you so when you walk away from each session, you feel empowered as well as a sense of freedom, fulfillment and satisfaction. Our Theme/Why: Everyone deserves great coaching because your legacy is worth executing.The Founder, Angelina Carleton, is a graduate of Penn State University (Class of 2000) and serves on the GLEN (Global Luxury Expert Network) for the Luxury Institute. She is also a lifetime member of "A Small World".
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