The True Wealth Project

Sascha Janzen
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The True Wealth Project

You have a level of financial wealth in your life and are asking yourself "What now?" Join me in exploring the answers to that question. I am interviewing guests with particular insights, expertise or success around the 3 core areas of Wealth - Impact - Succession To find out more, visit https://janzenco.com/podcast Join the True Wealth Community Newsletter http://bit.ly/2lYPca9

  1. Episode 30 - Crafting a Family Legacy: The Art of Writing Non-Boring Family Histories / Hazel Edwards

    29 DE AGO.

    Episode 30 - Crafting a Family Legacy: The Art of Writing Non-Boring Family Histories / Hazel Edwards

    Have you ever wished to capture the essence of your family's history in a way that truly engages future generations? Writing a family history that isn’t just a collection of dates and facts, but a living narrative full of the vibrant personalities and rich experiences that shaped your ancestors, is no small feat. In Episode 30 of The True Wealth Project podcast, Sascha Janzen has an enlightening conversation with Hazel Edwards, a renowned Australian author best known for her beloved children's book ”There's a Hippopotamus on Our Roof Eating Cake”.  But Hazel's expertise goes far beyond children's literature. With over 200 books to her name, she has mastered the art of storytelling across genres, and now, she’s dedicated to helping others bring their family histories to life in engaging and meaningful ways. During the episode, Hazel delves into the importance of writing family histories that resonate with readers, turning the potentially dry recitation of names and dates into compelling narratives filled with the quirks, challenges, and triumphs of real people.  She shares her unique approach to avoiding the common pitfalls of family history writing, such as how to begin the daunting task of documenting your family's past and the significance of focusing on "quiet heroes" who may not have made headlines but played crucial roles in their communities. Hazel also discusses her personal experiences, from creating personalized stories for her grandchildren to guiding aspiring authors through the process of writing memoirs and family histories that are anything but boring. If you’ve ever wanted to preserve your family’s legacy in a way that truly reflects the vibrancy of their lives, this episode is a must-listen. Join Sascha and Hazel for an episode that will inspire you to take the first step in documenting your family's unique story, turning it into a legacy that future generations will treasure. Connect with Hazel Edwards: Website: https://hazeledwards.com  Facebook: https://www.facebook.com/hazel.edwards.58/ X: @muirmoir Instagram: @muirmoir LinkedIn: https://www.linkedin.com/in/hazel-edwards-oam-0b4543a/Books written by Hazel: https://www.amazon.com/stores

    1h11min
  2. Episode 29: Legacy and Intergenerational Wealth: Optimizing Your Family Wealth Decisions  / Richard Orlando

    28 DE MAR.

    Episode 29: Legacy and Intergenerational Wealth: Optimizing Your Family Wealth Decisions  / Richard Orlando

    Are you seeking the keys to creating lasting wealth and leaving a meaningful legacy?  Delving into the depths of wealth creation and legacy building requires more than just financial acumen—it calls for a vision that transcends generations. The pursuit of lasting wealth isn't merely about accumulating assets; it's about crafting a narrative that leaves an indelible mark on the world.  In episode 29 of The True Wealth Project podcast, Sascha Janzen has an insightful conversation with Richard Orlando, the founder of Legacy Capitals, about the concepts of legacy and intergenerational wealth. With over 25 years of experience, Richard has advised high and ultra-high-net-worth families, many of whom are leaders of family enterprises. He has also trained thousands of advisors to incorporate qualitative, multi-generational planning into their financial services. Before founding Legacy Capitals, Dr. Orlando spent fifteen years leading Merrill Lynch’s Global Practice Management Consulting Group and worked in Merrill’s Family Office division. His insights have been featured in various publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online. Dr. Orlando holds a diverse educational background, including a Bachelor of Science in computer science and business from St. John’s University. He pursued a Wall Street career after obtaining Series 7 and 63 licenses, later earning a master’s in counseling/theology from Trinity International University and a doctorate in family systems from Seton Hall University, focusing on wealth management family teams. He instructs for the Investments & Wealth Institute’s CPWA Certification Program, is a faculty member of the UHNW Institute, and holds a family wealth advising certificate from the Family Firm Institute. Dr. Orlando is also a certified professional coach through the International Coach Federation.  He is also the author of “Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions” and “Love Your Clients: the tale of the Whole Family Advisor”. During the episode, Richard addresses five different types of capital that every family should develop and build. He also poses five questions that every family needs to work through when developing an intentional legacy. Richard emphasizes the importance of love and impact, as well as the challenges of serving multiple generations within families. He also shares insights on raising happy children, transferring wealth, preparing the next generation, and handling family conflicts.  Richard and Sascha also talk about the essence of legacy in family wealth, what it means to have a legacy mindset, the challenges of first and second generation wealth, about impact investing and generational perspectives and more. As Richard reflects on his legacy, he hopes to be remembered for his dedication to helping families thrive across generations. With a focus on building bridges, fostering communication, and empowering future leaders, Richard's impact extends far beyond financial planning—it's about nurturing the soul of family wealth. Don't miss out on episode 29 of The True Wealth Project podcast, where Sascha and Richard delve into the transformative power of legacy planning and the enduring impact of family wealth! Connect to Richard Orlando Website: https://www.legacycapitals.com  Linkedin: https://www.linkedin.com/in/richardorlandophd/  Richard's Books: Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions: https://amzn.to/3PEj0ny Love Your Clients: The Tale of the Whole Family Advisor: https://amzn.to/3VFL5P1

    1h18min
  3. Episode 28: International Planning: Tax, Residence and Wealth / David Lesperance

    26 DE JAN.

    Episode 28: International Planning: Tax, Residence and Wealth / David Lesperance

    Are you ready to dive into a world of international tax planning, immigration and offshore wealth? If you're thinking of moving abroad, you should start planning early, consider potential risks and seek expert advice for a smooth transition of your business. Protect your assets and ensure financial stability while staying tax efficient, understand the tax and legal implications and plan for contingencies. You don't want any surprises down the line.  In episode 28 of The True Wealth Project podcast, Sascha Janzen has an insightful conversation with David Lesperance, one of the world's leading international tax and immigration advisors and a published author in the field. David’s journey into international tax and immigration law stemmed from his unique background as a Canadian immigration and customs officer while studying law. With over three decades of experience since being called to the bar in 1990, David has successfully advised high and ultra-high net worth individuals and their families. Supported by a dedicated team, his innovative backup plans provide comprehensive solutions aligned with clients' financial, family, and business situations. During the episode, David and Sascha will talk about the rising relevance of immigration and offshore wealth in today's ever changing landscape. They will explore different jurisdictions, tax treaties and immigration options.  David also delves into his personal background, growing up on the Canadian-U.S. border and working as an immigration officer. He shares anecdotes about his early career, studying law, and the pivotal moments that shaped his passion for international tax and immigration. Listeners will gain a comprehensive understanding of the factors driving individuals to seek alternative residences and citizenships as a proactive approach to potential challenges. David's insights extend beyond the technicalities of tax planning. He explores the broader implications of political and economic shifts, emphasizing the need for a well-designed "fire escape plan." Drawing parallels between these plans and traditional fire prevention measures, he highlights the importance of having a robust strategy in place, even if not immediately implemented. Throughout the episode, David shares practical examples, anecdotes, and strategies that provide listeners with valuable takeaways. Whether you're a seasoned professional in the field or someone looking to grasp the fundamentals of international tax and immigration planning, this episode promises to be an enlightening journey. Don't miss out on episode 28 of The True Wealth Project podcast, where Sascha Janzen and David Lesperance unravel the complexities of global financial planning, offering actionable insights to safeguard your financial future! Listen now! Resources: Connect to David Lesperance Website: https://lesperanceassociates.com  Linkedin: https://www.linkedin.com/in/davidslesperance-residency-citizenship-taxation-lawyer/?originalSubdomain=gi  Books: The Flight of the Golden Geese: How the 1% Matter to the 99%: https://amzn.to/3SgU85w

    1h16min
  4. Episode 27 - Smarter Richer Braver: Crafting a Financially Savvy Generation / Marilyn Pinto

    28/12/2023

    Episode 27 - Smarter Richer Braver: Crafting a Financially Savvy Generation / Marilyn Pinto

    As a parent, have you ever asked yourself if your teenagers are well equipped for their financial future as they are approaching the adult life? Have you ever wondered why schools do not provide any financial education? Do you feel overwhelmed and not well equipped to fill the gap? Well, you're not alone. In episode 27 of The True Wealth Project podcast, Sascha Janzen has an insightful conversation with Marilyn Pinto, who has made it her passion and mission to provide financial education to teenagers on a large scale. Marilyn is the founder of KFI Global - an education company that specializes in teaching kids and teens how to make smarter money decisions - and the author of the book "Smarter, Richer, Braver: Unleash the Power of Financial Education to Turbocharge Your Teen's Future." During the episode, Marilyn is going to reveal why financial education struggles to become a priority in government and school policies. She'll shed light on constraints faced by schools, disparities in teaching methods, slow-paced reforms, and the complexity of integration, offering a comprehensive understanding of the challenges hindering its inclusion. Listeners will find out Marilyn's groundbreaking approach to financial education for young adults. Her strategic collaboration with financial institutions, innovative workshops, and the 5 Rs engagement strategy are set to transform conventional financial literacy programs. She'll also share essential steps for parents to offer practical financial guidance to children, emphasizing the criticality of teaching financial literacy progressively, involving kids in discussions, and laying a robust financial foundation before delving into investments. Moreover, Marilyn will highlight parenting strategies to cultivate financial independence in children. Listeners will gain insights into common missteps hindering the development of a healthy money mindset in children. Marilyn will caution against excessive lecturing, overestimating the impact of a single finance book, rushing into investment discussions, and more. Tune in to episode 27 of The True Wealth Project podcast and discover Marilyn Pinto's invaluable insights. Her innovative strategies and guidance offer hope amid challenges, paving the way for a future generation poised to tackle financial complexities confidently. Join the conversation and reshape a landscape where financial literacy becomes an essential skill for all. Sign up for The True Wealth Project Podcast newsletter to stay updated and never miss an episode:  ⁠https://bit.ly/twpnewslettersib ⁠ or buy us a coffee to support us:  ⁠https://bit.ly/3U7t3Rn  Connect to Marilyn Pinto Website: https://kfi.global Linkedin: https://www.linkedin.com/in/marilyn-lydia-pinto Read Marilyn's book: Smarter Richer Braver: Unleash the power of financial education and turbocharge your teen's future: https://amzn.to/3H0nvE0

    56min
  5. Episode 26 - Selling More Than a Business: The Heart and Soul of Transition / Denise Logan

    26/10/2023

    Episode 26 - Selling More Than a Business: The Heart and Soul of Transition / Denise Logan

    Imagine this: You've poured your heart and soul into building a successful business. You've navigated the highs and lows, celebrated victories, and weathered storms. Your company isn't just a source of income; it's your legacy, your pride, your life's work. And then, the time comes to part ways. It's a moment of profound significance, not just in financial terms, but in emotional and personal ones. This is where Denise Logan, known as the Seller Whisperer, steps in. She's not your typical business expert focused solely on numbers and deals. Denise delves deep into the intricate interplay of work, finance, and purpose when it comes to selling businesses. Her insights have transformed countless lives, helping business owners navigate the emotional rollercoaster of letting go. On episode 26 of The True Wealth Project podcast, Sascha Janzen sits down for the second time with Denise Logan to continue the insightful discussion they had in episode 15 by delving even deeper into the secrets of successful business transitions. Denise shares her transformative insights that have a global reach, impacting mindsets, preventing deal breakdowns, and adding profound meaning to this pivotal life transition. She will emphasize the importance of acknowledging the emotional attachments, concerns, and values of business owners, going beyond the financial aspects. The two of them also discuss strategies for uncovering the true motivations of business owners in sales conversations, focusing on building trust, setting realistic expectations, and aligning with the client's goals. You will learn about the delicate balance between financial and non-financial priorities in business sales and transitions, and how understanding the emotional and personal aspects of the seller's decision is key to making an offer that resonates with their values and aspirations. You will find out that business is not just about profits and losses; it's about the people, legacies, and values that define it. Denise's approach stands as a testament to the power of empathy, trust, and lasting relationships, and she encourages meaningful conversations about legacy, shared values, and motivations. Listen now and enjoy this thought-provoking episode as we uncover the profound wisdom of Denise Logan, the Seller Whisperer, and learn how to navigate the emotional rollercoaster of letting go and achieve a more meaningful and successful business transition. Resources: How to find Denise: Website: https://deniselogan.com  LinkedIn: https://www.linkedin.com/in/deniselogan  Twitter: https://twitter.com/DeniseLoganUSA Denise's book:The Seller’s Journey: https://deniselogan.com/the-sellers-journey/

    1h28min
  6. Episode 25 - The Path to True Wealth and Financial Freedom / Jason Graystone

    17/08/2023

    Episode 25 - The Path to True Wealth and Financial Freedom / Jason Graystone

    In today's fast-paced world, we often find ourselves chasing success and wealth, driven by societal expectations and external symbols of prosperity. The pressure to keep up with the Joneses can lead us astray from our true passions and values, leaving us feeling unfulfilled and disconnected from our genuine selves. Deep down, we know that true wealth is not just about the numbers in our bank accounts, but about the quality of experiences, the joy of pursuing our passions, and the impact we make on others' lives. On episode 25 of The True Wealth Project podcast, Sascha Janzen sits down with Jason Graystone, a visionary who redefines what it means to live a purposeful life to talk about his journey to financial freedom, the true essence of wealth and how to create a life that aligns with our hearts' desires. Jason, a self-made millionaire and master of financial freedom, shares his remarkable journey to success, starting from a young age. Through trading, investing, and building businesses, Jason achieved complete financial independence by the age of 30. Now, he dedicates his time to helping others unlock their potential and find their own paths to true wealth. At the core of Jason's philosophy is the idea that true wealth is not just about money in the bank; it's about aligning experiences and possessions with our individual values and desires. Rather than comparing ourselves to others, he encourages us to define wealth based on our unique preferences and interests. Whether it's spending time with loved ones, pursuing hobbies, or engaging in philanthropy, true wealth comes from living a life in harmony with what brings us joy and fulfilment. During the podcast, Jason shares five essential steps to financial freedom and fulfilment, guiding us through a systematic approach. From gaining clarity about our values and goals to exploring low-risk investments and expanding our income, these steps provide a roadmap towards a more secure and fulfilling financial future. In the pursuit of financial freedom, Jason cautions against common pitfalls. He advises us to avoid succumbing to societal pressure and to stay true to ourselves and our passions. Rushing into high-risk investments without proper preparation can be detrimental, emphasising the importance of gradual learning, discipline, and responsible decision-making. If you're ready to redefine your perspective on wealth, join Sascha and Jason on The True Wealth Project podcast as Jason shares his wisdom on creating a life filled with purpose, financial freedom, and genuine fulfilment.  Discover how you can achieve true wealth and make a lasting impact on your life and the lives of others. Embrace a path to financial independence that aligns with your heart's desires, and embark on a journey towards a more purposeful and fulfilling life. Sign up for The True Wealth Project Podcast newsletter to stay updated and never miss an episode:  https://bit.ly/twpnewslettersib  or buy us a coffee to support us:  https://bit.ly/3U7t3Rn  Where to find Jason Graystone: Website: Jasongraystone.com  The Always Free Podcast: Alwaysfreepodcast.com  Facebook: Jason Graystone Twitter: @j_graystonInstagram: @JasonGraystone

    1h5min
  7. Episode 24 - Doing good AND doing well - is it possible? / Bessi Graham

    26/01/2023

    Episode 24 - Doing good AND doing well - is it possible? / Bessi Graham

    Are you an entrepreneur who wants to positively impact the world? Do you feel that despite your success in business you haven’t found fulfilment and have doubts if you can actually leverage your wealth to make a massive difference?  Do you believe that “doing good” and “making money” can’t exist together and that the only way you can contribute is by using the money you make in your business to fund a charity or set up a foundation?  What if we told you that you can do good and make money at the same time?  What if we told you to do good INSIDE your business while continuing to thrive?   Bessi Graham, the co-owner of Benefit Capital in Melbourne, Australia, believes that business can be an incredibly powerful agent for change. She works with business owners to help them put their time, talent, and treasure to work in ways that align with their values and allow them to create a legacy they can be proud of. She joined Sascha Janzen on episode 24 of The True Wealth Project to talk about that and share some of her secrets on how we can bring “doing good” and “making money” back together.  They talk about:  How can a business be a force for good in a sustainable way?  Bessi believes that, first of all, “what makes us be able to maintain the doing good inside the business is that we have to really think about what we as either an individual owner or a family care about.” How you can start doing good INSIDE your business: There are three ways you can start. Bessi and Sascha talk through all three ways.  The Mother Teresa trap: There are four common traps we can fall into when we want to help and contribute. Good intentions aren’t always enough. And doing good is not as easy as it may seem.   Awareness is the first step to take if you want to make a true impact and avoid unintended consequences.   Bessi believes that there are four common traps we can fall into when we want to help. She takes us through all four traps in the conversation. How can these four traps be avoided? Bessie also believes that awareness is the key and that it is important for business owners to recognise that there is value in slowing down and actually just doing the reflective process of really getting to some clarity upfront. If you do that, then a lot of those unintended consequences can be avoided because you can anticipate them.  For these and many more invaluable tips on how we can bring “doing good” and “making money” back together and transform your business into an incredibly powerful agent for change, tune into episode 24 of The True Wealth Project Podcast!  Sign up for The True Wealth Project Podcast newsletter to stay updated and never miss an episode:  https://bit.ly/twpnewslettersib  or buy us a coffee to support us:  https://bit.ly/3U7t3Rn  Where to find Bessi  https://bessigraham.com  https://www.linkedin.com/in/bessi-graham-48a31323/  https://www.facebook.com/bessi.graham  https://www.instagram.com/bessigraham/  Bessi’s Podcast:  https://link.chtbl.com/BothAndwithBessiGraham

    1h16min

  8. 28/11/2022

    Episode 23 - How to become a time wealthy entrepreneurial parent / Jamie Selby

    Are you a busy entrepreneur who struggles to maintain a healthy work/life balance? Maybe you feel like your family relationships are not what you want them to be because you don’t spend enough quality time with your loved ones. But does it have to be like that? Being successful in your business or having a higher position in a company is a great thing, it is certainly something you should feel proud of. But unfortunately, having success in our career often comes with a big price. It often takes away a lot from our health, passions, and relationships. Building and running a business whilst trying to be a great parent is hard. We know that money alone won't make us happy or fulfilled. Especially when we don’t spend enough time with our kids and our loved ones. Yet, we still need money to provide for our families, to offer our children a good education and great experiences. So, is it possible to run a successful business, whilst still being a great parent and enjoying time with your loved ones? Jamie Selby believes it certainly is. Jamie is a chartered accountant, an entrepreneur and the CEO and the business coach at Parental CEO, a company helping parents to be the parents they want to be while at the same time being able to run and enjoy a business. After he successfully sold his award-winning accounting practice some time ago, Jamie decided to set himself the mission to free parents from financial struggles by giving them all the tools they need to both be successful parents and run profitable businesses As a father of three, Jamie understands the challenges busy entrepreneurs can face in their family lives. Jamie joined Sascha Janzen on episode 23 of The True Wealth Project to share his secrets to business success, whilst still being a great parent. They will talk about: What True Wealth means for Jamie Jamie has some great top tips with 6 easy to follow steps to manage your workload to enjoy time with your family But how do we get to a state of mind where we can actually allow ourselves to go for a walk? For answers to these questions and many more invaluable tips on how to be a great parent and a successful entrepreneur, tune in to a new episode of The True Wealth Project! How to find Jamie: https://www.parentalceo.com https://jamieselby.com me@jamieselby.com https://www.facebook.com/JamieSelbyMAATACA https://www.linkedin.com/in/jayselby/

    1h24min
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You have a level of financial wealth in your life and are asking yourself "What now?" Join me in exploring the answers to that question. I am interviewing guests with particular insights, expertise or success around the 3 core areas of Wealth - Impact - Succession To find out more, visit https://janzenco.com/podcast Join the True Wealth Community Newsletter http://bit.ly/2lYPca9

Informações

  • Criado por
    Sascha Janzen
  • Anos de atividade
    2019 - 2024
  • Episódios
    32
  • Classificação
    Livre
  • Copyright
    © Sascha Janzen
  • Site do podcast
    The True Wealth Project

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