Legacy Literacy: 10-year Goals with Rob Cook

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Rob Cook is a CPA and CFP fiduciary financial advisor who looks and plans beyond traditional financial planning with his clients at CapTrust. Mr. Cook believes that when thinking and planning for your wealth, the dialogue should include the purpose for your money as well as the legacy you are designing with and for your family. Rob holds a core value around achieving success without sacrificing life balance and family on his path to affluence. 4:20 Willful ignorance 7:02 Money as a tool vs. spending our time 11:46 Sobering conversations with very smart people 16:30 When the tsunami comes … 17:30 Own your financial knowledge 19:30 What outlives your money (Rob’s defn) 21:00 Stipulations: Find a true friend, etc. 25:00 Hurt around legacy conversations that comes up 30:24 Exploiting the edges – stacking positive actions 36:12 Best practice of “stillness” for your legacy planning 42:36 Second best practice of celebrating 50:29 Fear as a part of our instrument panel 52:25 Accountability to another party and God 57:59 Proverbs 3: 5-6 Learn more by emailing Rob at [email protected]. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.