In this episode, Aden and David explore the critical issue of entitlement within affluent families.
They are joined by wealth advisers John Ryan and Milena Konig to unpack the definition of entitlement, how it has evolved across generations, and the key role of family values and storytelling in developing a stewardship rather than an entitlement mindset.
They emphasise the importance of grounding decisions in clear family values to protect against the entitlement trap - instilling the right behaviours in the next generation.
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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!
We draw on over 30 years of experience from David Andrew and the Capital Partners team.
For more information on Capital Partners' award winning team, visit capital-partners.com.au.
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This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.
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