In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy.
I also explore the societal shift towards individualism and instant gratification and contrast it with the traditional values of family and legacy. The role of the family can be in providing support, guidance, and purpose. Building family wealth and nurturing intergenerational connections are ways to leave a lasting impact that extends beyond one's lifetime.
Episode page: www.simplewealthkc.com/post/against-die-with-zero
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Send an email to andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.
In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monastery in Croatia, family dynasties, and the noblesse oblige. All in all an interesting conversation that combines legacy, finance, and the pursuit of generational prosperity.
Episode Links:
- The Noblesse Oblige - Andy Flattery on Catholic Money Mastermind
- Dorian on LinkedIn
- https://www.antesic.com/
- Good King Wenceslaus - The Irish Rovers
- Tucker Carlson - All-In Podcast
Get the essential list of The Reformed Financial Advisor episodes
Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.
I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss:
- Building online
- Joining Swan Private Client
- Andy hates soccer/Isaiah likes soccer
- COVID breaking our brains
- How FAs simp for inflation
- Bitcoin and the american dream
Episode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass
Get the essential list of The Reformed Financial Advisor episodes
Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.
I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss:
- Dropping out of college 3 times
- A vision for how Catholic monasteries could adopt bitcoin
- Obsessing over great cultures of the past without larping
- Peter Thiel's progress & decline thesis
- Gatsby, Elon, and fostering better elites
- The Sovereign Collective > The Sovereign Individual
Episode Page - https://www.simplewealthkc.com/post/bitcoin-monasteries-reclaiming-the-american-dream-pablo-peniche
Get the essential list of The Reformed Financial Advisor episodes
Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.
I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too.
Episode page - www.simplewealthkc.com/post/john-mayer-is-probably-into-bitcoin-mike-marion
Get the essential list of The Reformed Financial Advisor episodes
Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.
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