Description

What does it mean to live well and leave well?

In this heartfelt conversation, Jim sits down with longtime friend Randall Davey,  a former pastor, spiritual leader, and now a financial educator with Guide Advisors. From his humble beginnings in Ohio to helping families navigate money, meaning, and purpose, Randall shares wisdom earned through decades of life, work, and reflection.

This episode goes far beyond personal finance. Together, Jim and Randall explore:

• The legacy we inherit, and the one we choose to create
• Why financial stress affects every layer of family life
• The difference between spirituality and religiosity
• Why generosity is not a phase, but a lifelong commitment
• How curiosity and kindness shape whole lives
• What it means to embrace purpose, even at 75

Whether you’re thinking about retirement, legacy, family, faith, or personal worth, this episode will challenge you to think deeply about what truly matters.

You have inherited a great legacy.
You have the opportunity to create a great legacy.

The Legacy Project is a series of conversations that focuses on legacy, the one we inherit and the one we can create. It is value based and not material based. We interview a wide range of individuals who reflect on key influencers in their lives.

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