*Drumroll please… And the #1 episode of 2024 is episode #1!

Our launch episode focused on the ethos of what the podcast would become, and it continues to gain new listeners despite nearing its one-year anniversary! We hope you enjoy as much as we have.

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Welcome to the inaugural episode of the Envizion More Podcast. I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months. Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come.

I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my professional coach who has a knack for bringing out the best in those around him–you’ll hear from him frequently on this show.

Today, we answer the cornerstone question, “What does it mean to Envizion More?” (And why a podcast about it?)

Here are a few of the soundbites you’ll come across in today’s episode:

Financial success ruins as many families as it strengthens. How do we find and protect our core values in the midst of wealth?

70% of wealth disappears in the second generation. How do we mentor our kids to take what we’ve built and steward it well, accelerating our family wealth and impact through generations 2 and 3?

We encourage our clients to plan for “financial independence.” Don’t work 40 years to put your feet up and coast with no purpose. We want our clients to manage their wealth towards maximum freedom–freedom to pursue your family's calling and vision.

I hope you enjoy this opening episode, and if you’d like to check out the show notes or learn about our work at Vizionary, visit us at EnvizionMore.com.

00:00 Financial empowerment beyond retirement planning

10:39 Personal growth through extensive reading

13:50 Challenging biases for financial breakthrough

17:28 Rethinking vision: Impact over retirement

30:21 Using wealth to accelerate values through generations

39:40 Breaking generational mindsets for success

45:50 Practicing intentional family conversations on values

51:27 Avoiding entitlement in generational wealth

1:03:02 Storytelling for accessible financial concepts

Envizion More: http://www.EnvizionMore.com

Vizionary Wealth: http://www.VizionaryWealth.com

Our Facebook: https://www.facebook.com/VIZIONARYWEALTH

Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/

Veritas Leadership Group: https://www.veritasleadershipgroup.org/

Trent’s LinkedIn: https://www.linkedin.com/in/trentbooth/

Disclosures: http://www.VizionaryWealth.com