Who Gets What?
Here's a question most people never ask: What will your family look like in 2125?
Not just your assets. Your family. The people who will carry your name, your values, your stories—or won't. The relationships that will hold strong or fracture. The opportunities your decisions today will create or foreclose a century from now.
Most estate planning treats legacy as a transaction—Who Gets What? Divide the assets, sign the documents, done. Estate attorney Derek Jensen questions that approach and discovered that families who thrive across generations think completely differently. They're not planning for a moment of transfer. They're architecting systems that strengthen over time.
Through candid conversations with wealth advisors, financial philosophers, and families who've cracked this code, Derek explores the real work of multi-generational thinking. Not just trusts and tax strategies, though those matter, but the conversations, values, and practices that keep families unified and thriving long after you're gone.
Whether you're building wealth from scratch, inheriting, helping aging parents navigate their decisions, or preparing the next generation for what's coming—you're part of a chain that extends far beyond your lifetime.
This show is about understanding that responsibility and embracing that possibility. Because the best estate plans aren't documents. They're living systems that grow stronger with each generation.
Who Gets What?
HEIR-conditioning with Paul Adams
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
What is the true purpose of wealth? Is it independence, security, or leaving a mark?
Financial philosopher and CEO & Founder of Sound Financial Group Paul Adams joins Derek Jensen for a profound conversation that moves way beyond the spreadsheet. They explore how to build a legacy defined not by the size of an inheritance, but by the strength of the values behind it. Paul shares why financial independence is the bedrock of honest advice, how to have transparent money conversations that actually stick with the next generation, and why preparing your heirs for responsibility is the ultimate act of love.
Check out Paul’s podcast, ‘More Than Commas’: https://sfgway.com/podcast-blog/
And learn more about Sound Financial Group: https://sfgway.com/
Learn more about Who Gets What?: https://whogetswhat.fm/
This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.