Episode 19. Making Money Matter: Family, Legacy and Values with David Murdoch

In this episode of the Build Your Own Business podcast, I sit down with David Murdoch the Wealth Activist and founder of Paxton Bridge.David’s been in the game for 15 years, guiding family groups, business owners and executives through the messy, often emotional world of money. But what makes his approach different is that it’s not about “wealth management” – it’s about Wealth Activism. It’s a mindset shift: from simply parking money in the bank, to actually activating resources so they create experiences, build legacy, and bring families closer together.We dive into some big topics - like why business owners often stumble into success but then freeze when it comes to what’s next. How intergenerational wealth isn’t just about passing down money, but values and education. Why the greatest asset isn’t dollars in the account, but the time you choose to spend with family. And how succession planning, estate planning and even the conversations around money are often left until it’s too late.David also shares his personal journey - from paper rounds and early corporate life at UBS, to taking the leap into his own business. He reflects on the grind, the shiny-object distractions, and the lessons from building a business that’s as much about relationships as it is about numbers.For me, the conversation hit home when we talked about the balance between saving for tomorrow and actually enjoying life today. As David put it, wealth isn’t about locking it away – it’s about using it with intention.“Wealth activism is about choices. It’s about using the resources you’ve worked so hard to create in a way that brings you joy, gives back to others, and creates memories that outlast the dollars. Money in the bank is nice - but money that creates experiences with the people you love? That’s real wealth.”This episode is a must-listen if you’ve ever wondered what happens after the success – when the question shifts from “how do I earn more” to “what do I do with what I’ve got?”David's LinkedIn ProfilePaxton Bridge Website