Shows
Activate Your WealthEstate Planning Essentials: Creating a Lasting Legacy Beyond the WillHow do you prepare the next generation to inherit wealth responsibly? In this insightful episode, David Murdoch shares practical strategies for educating children about financial responsibility and creating appropriate structures for wealth transfer. From teaching kids the value of money in a digital world to establishing protective legal frameworks, David explores the delicate balance between generosity and responsibility. Learn why early financial education matters, how to structure inheritance to protect assets, and why open conversations about money can strengthen family relationships across generations. Whether you're planning your estate or helping your children develop healthy money habits, this episode provides...
2025-09-0321 min
Build your own Business - Andrew FordEpisode 19. Making Money Matter: Family, Legacy and Values with David MurdochIn this episode of the Build Your Own Business podcast, I sit down with David Murdoch the Wealth Activist and founder of Paxton Bridge.David’s been in the game for 15 years, guiding family groups, business owners and executives through the messy, often emotional world of money. But what makes his approach different is that it’s not about “wealth management” – it’s about Wealth Activism. It’s a mindset shift: from simply parking money in the bank, to actually activating resources so they create experiences, build legacy, and bring families closer together.We dive into some big...
2025-08-2157 min
Activate Your WealthFamily Wealth Activism: Creating Meaningful Impact Across GenerationsJoin us as we explain the concept of wealth activism, which extends beyond traditional wealth management by emphasising the importance of sharing wealth, educating the next generation, and nurturing relationships for meaningful impact. The discussion touches on the significance of involving family in wealth decisions, the joy of giving, and the non-financial aspects of wealth such as emotional and psychological dynamics within family groups. The episode also addresses how to handle family dynamics, the extended longevity of family members, and issues like elder abuse.You can get in contact with David Murdoch on LinkedIn https://www.linkedin...
2025-08-2019 minActivate Your WealthCreating Your Financial Roadmap: How Values-Based Planning Transforms Wealth DecisionsWhat if your financial plan started with your values instead of your money? In this insightful episode, David Murdoch reveals Paxton Bridge's unique framework for creating personalized financial roadmaps. Learn how identifying your top five values creates a foundation for meaningful financial decisions, why visual planning tools help clients gain clarity, and how to balance long-term goals with unexpected opportunities. David shares practical examples of how this values-first approach transforms traditional financial planning into a roadmap for a well-lived life. Whether you're planning your next chapter or seeking greater purpose in your financial decisions, this episode provides a fresh...
2025-08-1321 min
Activate Your WealthIntergenerational Wealth: Preparing the Next Generation for Financial InheritanceIn this episode of Activate Your Wealth, David Murdoch discusses the critical aspects of preparing the next generation for wealth inheritance. Key topics include:The importance of financial education for children in today's digital economyHow different generations approach money and wealth differentlyPractical strategies for teaching children about saving and investingThe role of structures like testamentary trusts in protecting family wealthWhy binding financial agreements matter in modern wealth planningHow to have meaningful conversations about money across generationsBalancing support with responsibility when transferring wealthDigital alternatives to traditional saving methods for today's youthSpecial considerations for family members with unique challengesThe "joy...
2025-07-3020 minActivate Your WealthMoney Mindsets: Balancing Lifestyle Choices with Financial SustainabilityJoin us as we discuss finding harmony between enjoying life and securing your financial future. We cover topics such as different money mindsets, the importance of priorities over balance, and making choices that align with personal values. They explore how personal preferences shape spending decisions, the impact of upbringing on financial behaviour, and the significance of setting clear goals for financial sustainability. Tune in to learn how to activate your wealth by aligning it with your lifestyle prioritiesYou can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/Or...
2025-07-1620 minActivate Your WealthStrategic Assets: Building Wealth With Purpose Across GenerationsJoin us as we discuss the identification and leveraging of strategic assets throughout life. We explain the importance of balancing wealth accumulation with purposeful spending and why legacy living matters more than posthumous wealth transfers. We share insights on educating future generations about wealth, cascading assets, and the evolving perspectives on wealth management across different life stages. The conversation also touches on the role of philanthropy and the significance of conscious spending to create meaningful and impactful experiences.You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/Or...
2025-07-0222 minActivate Your WealthMoney Mindsets: How Scarcity Vs Abundance Thinking Shapes Your Wealth JourneyJoin us as we discuss how our money mindsets—whether scarcity or abundance—impact financial decisions. The conversation covers the importance of understanding one's relationship with money, balancing different financial perspectives in relationships, and making informed spending decisions. We also delve into how these mindsets affect business operations and highlight the importance of clear communication and education within families and businesses. We emphasise the need for regular, documented financial discussions to help align wealth with values.You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/Or you can reac...
2025-06-1819 minActivate Your WealthBusiness Exit Strategies: Balancing Personal Wealth and Business - Successful Long-Term FreedonTune in to learn about actionable strategies for aligning your business and personal financial goals. We discuss navigating the intricate relationship between business success and personal wealth creation. We provide insights on building wealth outside of a business, crafting effective exit strategies, and ensuring a business supports long-term financial freedom. The conversation covers the advisory niche of supporting C-level executive families and small and medium-sized enterprises (SMEs) through comprehensive financial and business planning, emphasising the importance of collaboration with accountants and other professionals.
2025-06-0419 minActivate Your WealthFamily Wealth Conversations: How To Navigate Money, Values, and Legacy Across GenerationsJoin as as we dives into the complexities of discussing family wealth and inheritance across generations. We explore the role of personal and family values in financial decision-making, strategies for estate planning, and the importance of communication in managing wealth. We offers insights on transitioning assets, educating younger generations about financial matters, and the broader implications of wealth transfer. This episode is a valuable resource for business owners, executives, and families aiming to align their wealth with their values and ensure a positive legacy.
2025-05-2120 minActivate Your WealthLife Goals Vs Financial Goals - While Your Dreams Should Drive Your Wealth Decisions.Join us as we explore the importance of aligning life goals with financial decisions. David explains the framework used to help individuals and couples discern their true life goals beyond superficial desires like becoming a multimillionaire. The episode discusses the initial process of uncovering core values and priorities through a series of in-depth questions. The conversation also touches upon the traditional assumptions about property and lifestyle choices, challenging listeners to make decisions that genuinely support their ideal lives. Additionally, real-life examples illustrate how people's goals and values can evolve over time and the necessity of revisiting and reassessing financial...
2025-05-0720 min
Activate Your WealthValues-First Wealth Planning: How Understanding Your Core Values Creates Meaningful Multi-Generational ImpactJoin David Murdoch, principal advisor at Paxton Bridge and pioneer of wealth activism, as he delves into the transformative power of understanding core values in wealth planning. Discover how a unique process involving 15 value cards can help couples and families uncover what truly matters to them, leading to more meaningful financial decisions and improved communication. This episode sheds light on value-based advising, highlighting its evolving role in the financial profession and its impact on multi-generational wealth. Learn how aligning wealth with values can create a lasting, positive impact on your life and those around you.
2025-04-2322 min
Activate Your WealthUnlocking Financial Freedom and Life-Shaping ExperiencesIn this episode of the Activate Your Wealth Podcast, David shares the origins and principles of Paxton Bridge, detailing how the firm has approached financial services over the past 15 years. They discuss the concept of wealth activism, which goes beyond traditional wealth management to focus on how clients can use their financial resources to build lasting legacies and achieve personal fulfillment. Key topics include the importance of personal relationships, the emotional aspects of financial decisions, and the significance of intergenerational wealth and values. The conversation also delves into how wealth activism helps clients align their financial decisions with their...
2025-04-0923 min