True Wealth Podcast

Legacy Planning Advisors
  • 5.0 (2)
  • Investing

Welcome to The True Wealth Podcast, where we help business owners and affluent families cut through financial complexity and gain the clarity they need to build a life that matters. This is True Wealth.

Episodes

  1. Nov 6

    Why Banks Matter: Understanding the Banking System

    How do banks actually work, and what role do they play in our economy? In this episode of the True Wealth Podcast, we continue our Financial System Series by exploring how banks connect savers and borrowers and keep money moving throughout the economy. Along the way, we look at how banks make money, how loans help fund everything from business expansion to home purchases, and the risks banks face along the way. Most importantly, we explore why confidence is so important to the banking system. From the Panic of 1907 and the Great Depression to the failure of Silicon Valley Bank in 2023, we look at how banking crises have shaped the financial system and ultimately led to the creation of protections like FDIC insurance. This episode helps lay the groundwork for our next conversation about the Federal Reserve, why it was created, and how it continues to influence our financial lives today. The True Wealth Podcast is designed to help business owners and affluent families cut through financial complexity and gain the clarity they need to build a life that matters. Learn more about Legacy Planning Advisors at https://www.legacyplanningadvisors.com. This podcast is educational in nature and is not individualized financial, tax, or legal advice.

  2. Oct 23

    What is Money?

    What is money, and why does it have value? In this episode of the True Wealth Podcast, Peter Geckeler kicks off our Financial System Series by exploring the history and purpose of money, from the early days of barter to the dollars we use today. Along the way, we look at the three roles money plays in our lives, how our modern monetary system works, and why trust is at the center of it all. Most importantly, we explore the difference between money and wealth. Money is a tool for exchanging and measuring value, but true wealth goes beyond the balance in your bank account. Understanding that distinction is an important first step toward making thoughtful financial decisions and building a life that matters. This episode lays the foundation for what's ahead in our series, including how banks work, the Federal Reserve, interest rates, and economic cycles. The True Wealth Podcast is designed to help business owners and affluent families cut through financial complexity and gain the clarity they need to build a life that matters. Learn more about Legacy Planning Advisors at http://LegacyPlanningAdvisors.com. This podcast is educational in nature and is not individualized financial, tax, or legal advice.

  3. Oct 9

    The Five Buckets of Money: A Simple Framework for Financial Clarity

    This week, Peter walks through a simple framework we use to help clients gain clarity around where their money is actually going: the Five Buckets of Money. Whether you’re building wealth, running a business, or preparing for or already enjoying retirement, your income ultimately has to go somewhere. We break it down into five simple categories: Live — Expenses that support your lifestyle.Give — Generosity toward family, charities, ministries, and others.Debt — Payments toward what you owe, such as mortgages and car loans.Taxes — Money owed to the government.Grow — Savings and investments for the future.Peter also shares four practical steps for putting the framework to work: tracking your spending, establishing savings goals, building a spending plan, and monitoring your progress. The goal isn’t to make managing money more complicated. It’s actually the opposite. By simplifying the picture, you can make more intentional decisions about where your money is going and whether it aligns with what matters most to you. The True Wealth Podcast is designed to help business owners and affluent families cut through financial complexity and gain the clarity they need to build a life that matters. Learn more about Legacy Planning Advisors at http://LegacyPlanningAdvisors.com. This podcast is educational in nature and is not individualized financial, tax, or legal advice.

  4. Sep 25

    The Owner's Clarity Map

    For many, financial complexity doesn’t happen all at once. It builds over time. A business here. Investment accounts there. Insurance policies, real estate, retirement accounts, debt, estate documents, and tax decisions—all important, but often living in different places. Eventually, that complexity can create a lack of clarity. That’s the focus of Episode 3 of the True Wealth Podcast: “The Owner’s Clarity Map.” In this episode, Peter Geckeler walks through a simple exercise designed to help business owners and affluent families step back and see their financial picture on one page. The True Wealth Podcast is designed to help business owners and affluent families cut through financial complexity and gain the clarity they need to build a life that matters. Learn more about Legacy Planning Advisors at http://LegacyPlanningAdvisors.com. This podcast is educational in nature and is not individualized financial, tax, or legal advice.

  5. Sep 11

    Generosity: Turning Wealth Into Impact

    Wealth is not simply about what we accumulate. It is about how we faithfully steward what we have been entrusted with.   In this episode of The True Wealth Podcast, Peter Geckeler explores generosity as an intentional part of financial stewardship rather than something we put off until “someday.”   For affluent families, retirees, and business owners, thoughtful planning can create opportunities to give more intentionally and potentially reduce unnecessary taxes along the way. Peter walks through several strategies for making charitable giving more effective, including Qualified Charitable Distributions, Donor Advised Funds, and donating appreciated assets.   Ultimately, the conversation goes beyond taxes. It is about asking a bigger question: How can the wealth we have been entrusted with create greater impact?

  6. Aug 28

    Stewardship vs. Ownership: The Shift That Changes Everything

    What if the way you think about your money is just as important as how you manage it? In the first episode of The True Wealth Podcast, Peter Geckeler of Legacy Planning Advisors explores a foundational shift in how we view wealth: moving from ownership to stewardship. Ownership says, “It’s mine. I earned it. I control it.” Stewardship says, “This has been entrusted to me. I’m responsible for it. I want to manage it wisely.” That shift can change the way you approach financial decisions, business, family, giving, risk, and your long-term legacy. In this episode, Peter explores three ways a stewardship mindset can impact your financial life: Stewards pursue clarity — because you can’t steward what you can’t see.Stewards make calmer decisions — focusing on what is wise rather than simply trying to maximize.Stewards think longer-term — asking what story you want your wealth to tell long after you’re gone. The True Wealth Podcast is designed to help business owners and affluent families cut through financial complexity and gain the clarity they need to build a life that matters. Learn more about Legacy Planning Advisors at LegacyPlanningAdvisors.com. This podcast is educational in nature and is not individualized financial, tax, or legal advice.

  • 6 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

Welcome to The True Wealth Podcast, where we help business owners and affluent families cut through financial complexity and gain the clarity they need to build a life that matters. This is True Wealth.

Information

  • Creator
    Legacy Planning Advisors
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © 2026 Legacy Planning Advisors
  • Show Website
    True Wealth Podcast