EP 28 - Think Long Range: What We Learned at Nelson Nash Think Tank (2026)

Tricia Miller is joined by three fellow practitioners and friends—Jodi LaFrance, Nicole Gardner, and Becca Wilhite—to unpack their week at the 2026 Nelson Nash Institute Think Tank in Birmingham, Alabama (the 20th anniversary Think Tank). This conversation is a behind-the-scenes look at what Think Tank is, why the theme "thinking long range" matters, and what it really means to build a financial legacy that reaches beyond retirement—into children, grandchildren, and generations not yet born. You'll hear: Why "long range" isn't 65–80… it's multi-generational stewardship The power of training kids in cash flow, responsibility, and family banking The human behavior side of banking: repayment, discipline, and integrity A surprising Benjamin Franklin story that proves: the vehicle matters… but behavior matters more Practical takeaways each of these women is implementing immediately Mentioned in this episode: Nelson Nash Think Tank + Practitioner Program Becoming Your Own Banker (Nelson Nash) Rachel Marshall's Seven Generations Legacy Benjamin Franklin's Last Bet (Michael Meyer) Call to action: If you've felt like a lone ranger practicing IBC, this episode will remind you: there's a community—and you're not crazy for thinking generationally. ------------------------------------------   Follow Thrivewell  Facebook  Instagram  Linkedin   TikTok   Get In Touch: [email protected] Learn More: banklessbydesign.com     Disclaimer: All content on this site is for informational purposes only and does not constitute financial advice. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of Tricia Miller, unless otherwise specifically cited. The data that is presented is believed to be from reliable sources, and no representations are made by Tricia Miller, Thrivewell, and Bankless By Design as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.