Trusted with Blake Johnson, Episode 4
In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with John Nebeker, financial advisor with Eagle Strategies and author of the award-winning book, The Family Bank: the Key to Generational Wealth.
Tune in to the episode to hear about:
* John's Journey to Rethinking Estate Planning: How planning a family trip to Europe got John thinking about his family's future and financial security and how the documents he was signing didn't seem to answer all of his questions.
* The Family Bank Concept: John created a research project for himself to get to a place to create his home family bank putting money away for his needs — emergency fund, retirement, etc — with the hope and plan that it will be shared with his children in the form of low interest loans in the future.
* The Pitfalls in Traditional Estate Plans: Dumping cash or investments that could easily be turned into cash onto family members with no education or rules can cause problems in family dynamics or be wasted.
* Learn from the Rockefellers: John uses the Rockefellers as an example of how to pass on not just money but work ethic and responsibility that allows wealth to be maintained over generations.
* How to Set Up a Family Bank and Why: How you can start a family bank with just a little bit of money and some individuals who want to get ahead with that money.
* Advice from a Financial Advisor: John shares some of the best financial advice he's received over the years.
Learn more about John Nebeker:
* Connect with John on LinkedIn: https://www.linkedin.com/in/john-h-nebeker-855ab85
* Check out John's book, Family Bank: the Key to Generational Wealth: https://www.amazon.com/Family-Bank-Key-Generational-Wealth/dp/B0C6X3SFTC
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About the Trusted Podcast:
In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.
Watch or listen to more episodes of Trusted:
* Website: https://trustedepa.com/podcast
* YouTube: https://www.youtube.com/@trustedestateplanningattor349
* Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757
* Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL
Connect and learn more from your host, Blake Johnson:
* Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas
* Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa
* Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa
* Read Blake's bio on his website: https://trustedepa.com/meet-our-attorneys
