Chad Esslinger, CFP®, CLU®, ChFC®, RICP®, AEP®, CLTC’s Post

Born and raised in Kansas, Chad earned a degree in Finance from Kansas State University. Now in his 17th year, he has helped many clients overcome procrastination, focus on their goals, and build generational wealth. Because, as far as Chad is concerned, creating a better future for our loved ones is what life is all about. #esslingerfinancial #whoweare #kcfinancialadvisor #financialadvisor #wealthadvisor

Providing financial literacy and purposefully guiding the next generation is key to preventing the classic 'shirtsleeves to shirtsleeves in three generations' scenario. Many of Alvia’s clients grapple with balancing discipline and indulgence in raising their children, aiming to instil an appreciation for the effort involved in wealth creation. Some Alvia families include their children in the family’s wealth management process early on, fostering a sense of responsibility through education and observation, while others operate a “family bank”, lending money to their kids on commercial terms to encourage financial accountability. At Alvia, we place great importance on trusted, long-term partnerships, thoughtfully selecting clients whose family culture supports the preservation and growth of wealth across generations. As CIO Josh Derrington shares, 'We want to be able to manage the capital through multi-generations. I know if the parents haven’t put the right value set in place, then we are going to be looking for a new client come the second generation.'" Read the full article by Michelle Bowes in The Australian Financial Review. Nathan Robertson, Eddie Barrett https://lnkd.in/gVbyhN4d

Want to know how to avoid raising entitled brats? Read this article! #successionplanning #inheritance #wealthtransfer #executors #trustees David Naphtali Michael Naphtali www.vestadvisory.com

Think trust funds are just for billionaires? Nope! 🙅♀ In my latest episode with Millionaire University, I break down how anyone can use trusts to create generational wealth and protect their family’s future. I also share a bit about my journey—juggling 7 businesses while raising a family—and how building a solid plan makes all the difference. 🎧 Listen to the full episode here: https://lnkd.in/eVD9WRYT #GenerationalWealth #DKLawGroup #EstatePlanning #FinancialFreedom #MillionaireUniversity

Did you know? Nearly 70% of wealthy families lose their wealth by the second generation, and an astounding 90% lose it by the third. The Chartered Advisor in Philanthropy (CAP®) program at the American College of Financial Services is designed to help people fight this statistic. Learn more about how to create a lasting impact and help secure your family’s legacy in this episode of “Land & Everything Else” with Dr. Jennifer Lehman. #LandAndEverythingElse #FinancialPlanning #Finance #UniversityofIllinois

Check out this podcast episode on the power of our Chartered Advisor in Philanthropy® (CAP®) Program featuring program director Jennifer Lehman, PhD, JD, CFP®, CAP®! #financialservices #philanthropy #podcast

This Father’s Day, let’s look at some of the iconic dialogues & lessons shared by our dads👨🧢 What our dads say: Money Doesn’t Grow On Trees😬 What they actually mean: Understand the value of money and be mindful of spending What our dads say: The Early Bird Gets The Worm😬 What they actually mean: Start saving & investing early to reap the benefits from compound interest What our dads say: Keep Something For A Rainy Day😬 What they actually mean: Always have an emergency fund for unexpected expenses What our dads say: Don’t Burn A Hole In Your Pocket😬 What they actually mean: Be cautious with your spending & avoid impulsive spending What dialogues & advice your dad gave you? Tell us in the comments👇 #fathersday

Warren Buffett believes the vast wealth gap in America is due to 1 'inevitable consequence'! Unlike most billionaires, Berkshire Hathaway Chairman and CEO Warren Buffett has always been a vocal advocate for working class Americans. He famously suggested raising taxes on wealthy individuals like himself and recently claimed that no American would have to pay “a dime of federal taxes” if other corporations paid their fair share. “We always hope at Berkshire to pay substantial federal income taxes,” he said at the company’s annual meeting. With that in mind, some of Buffett’s more unconventional thoughts on wealth inequality are probably worth closer inspection. https://lnkd.in/ddTf-XcM

🎉 Is Your Child Turning 18? Child Trust Fund is waiting for him! 🎉 As your child is turning 18, it’s time to unlock your savings and take control of your child's financial future. #ChildTrustFund #Turning18 #FinancialFreedom #InvestInYourFuture #Savings

Think Trust Funds Are Only for the Ultra-Rich? Think Again! In this episode of Millionaire University, Diana Khan unpacks how anyone (yes, even you) can use trusts to build and protect generational wealth. Plus, she spills the secrets to running 7 businesses while balancing family life—because who says you can’t have it all? Watch the full episode here: https://lnkd.in/e-wdg2CW #GenerationalWealth #EstatePlanning #MillionaireUniversity #FinancialFreedom