Helping individuals and families grow and manage generational wealth.
Stewarding Generational Wealth - Part 2
Happy Thanksgiving week! Today, Tyler and Dexter continue our conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. For our second guest, we were honored to be joined by Brad Croy, President of CMP Corporation. Established in 1966, CMP Corporation is the world’s largest manufacturer of major brand OEM-equivalent refrigeration and air conditioning compressor parts and remanufactured compressors.
If you missed the interview with Scott Cravens, be sure to go back and give that a listen, as well!
Stewarding Generational Wealth
This week, Tyler and Dexter begin a conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. We sit down with individuals from each family to discuss their unique experience and how they hope to grow and manage this wealth for future generations. First up in our conversation is Scott Cravens. Scott is the COO of Full Sail Capital and graciously agreed to kick us off. Enjoy!
The Life Phases of an Investor
George Cohlmia, an industry veteran, brings his wealth of knowledge and experience to our discussion today. He sits down with Dexter and Tyler as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but George reminds us all to focus on the things we can control and have a great team of trusted professionals surrounding you and your family. We hope you enjoy today's conversation.
What does poker, fantasy football and investing have in common? More than you think. Zac Reynolds joins Dexter and Tyler to have a conversation about the decisions we make every day and how our biases can skew our risk analysis. For further reading, here are some of the resources we discussed:
Thinking in Bets by Annie DukePredict ItHoward Marks Memo - You Bet!
Squared Away - Potential Tax Changes
Today, we sit down with Stacy Murray and Zac Reynolds to discuss a few of the tax changes that are being discussed by the current administration. Specifically around long-term capital gains, corporate taxes and estate taxes. Each day, we learn a bit more about what might be included or excluded in this potential bill, so we will continue to monitor. Please let us know if there is anything specific that would be of interest and we will do our best to address any concerns in another episode. Enjoy!
Interview with Tom Carlson, Owner of Core Business Advisors
CORE is a leading provider of management consulting services to new and established companies in central Oklahoma. They provide part-time, contract CFO and related financial and management consulting services to small and mid-size companies. They partner with clients and offer specifically tailored services to meet their needs. They can provide both a hands-on approach and strategic vision to guide growing businesses to reach the next level.
Core Business AdvisorsCalyx Insight