Description

Are you planning for the Kingdom or the world? 

In this episode, Jeff and Cale discuss: 

• Thinking about your financial estate plan from a different angle.
• Planning your giving before you die.
• Generous giving as a family with a non-traditional framework of giving.
• The top five questions are frequently asked by generous business owners.

Key Takeaways: 

• The three key questions: How much is enough for us? How much is enough for the kids? What do we do with the rest?
• There is value in community and in having like-minded advisors as you write your estate plans.
• You should have a financial finish line written down. You should also be on the same page as your spouse with that finish line and what is happening with any excess.
• It’s not about the balance sheet or the barn, it is about what God tells you and your spouse to do.
• Write a blessing letter to your children - write why you love them, what sticks out to you about their lives, about seeing God’s hand in their lives, and more. Update it over the years.

"God doesn't care about how many talents you have. What He cares is what you do with them." —  Cale Dowell

About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations.

Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast. 

After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.

Connect with Cale Dowell:

Website: https://www.arkosglobal.com/

Email: cale.dowell@arkosglobal.com

LinkedIn: https://www.linkedin.com/in/caledowell/

Connect with Jeff Thomas: 

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: jeff.thomas@arkosglobal.com

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw