Glen Wagstaff: Estate Plans for Lasting Legacy | WealthWise Banking EP. 25

Website: www.WealthWiseBanking.comLinkedIn: https://www.linkedin.com/company/wealthwise-bankingJoin hosts Jeremy Huggins and Jason Sipple on WealthWise Banking as they dive into the art of estate planning with Glen Wagstaff, founder of the nation’s largest estate planning firm. Discover how to craft a generational legacy that goes beyond wealth, using trusts and strategic planning to secure your family’s future. Glen shares actionable insights on building a dynasty trust, avoiding common pitfalls, and aligning your financial decisions with your values—without relying on Wall Street or big banks. Whether you’re an ambitious professional or entrepreneur feeling financially stuck, this episode empowers you to take control and become the hero of your financial story. Learn why estate planning isn’t just for the ultra-wealthy and how you can start today. Visit intervivosplan.com and mention the podcast for special pricing!EPISODE HIGHLIGHTSIntroduction to Family Banking: 00:00Welcoming Glenn Wagstaff: 00:29Two Truths and a Lie: 01:30Why Estate Planning Matters: 05:43Estate Planning for All Ages: 08:44Innovating with Blockchain Trusts: 13:08The Rockefeller Method: 19:57Understanding Trusts: 25:02Aligning Values with Finances: 35:32Creating a Family Bank: 48:48ABOUT YOUR HOSTSAt WealthWise Banking, hosts Jeremy Huggins and Jason Sipple combine decades of experience in finance, leadership, and wealth-building to help listeners eliminate debt, grow wealth, and build lasting legacies.Jeremy, a West Point graduate and Special Operations Veteran, brings a strategic, disciplined approach to financial planning, shaped by years in high-pressure environments. Now a real estate investor, airline pilot, and certified Infinite Banking Concept Practitioner, he helps clients unlock financial freedom through IBC strategies designed for long-term stability.Jason, a 5x Ironman Competitor, money mentor, and founder of Founding Fathers Financial, has guided thousands toward debt elimination, cash flow optimization, and legacy building. Through Founding Fathers, Jason leads a community of men focused on aligning wealth with purpose, fostering leadership, and building legacies that reflect their values.Together, Jeremy and Jason share real stories of transformation, showcasing how listeners apply the Infinite Banking Concept (IBC) to take control of their financial futures.Beyond the Mic: Jeremy enjoys fitness and outdoor adventures with his wife and two dogs, LB and Tito. Jason balances mentoring, Ironman training, and community-building through Founding Fathers.🎧 Tune in weekly to learn practical strategies and simple shifts that unlock financial independence and lasting success.

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