『146 | The One Money Talk Parents Keep Putting Off with Dale Alexander』のカバーアート

146 | The One Money Talk Parents Keep Putting Off with Dale Alexander

146 | The One Money Talk Parents Keep Putting Off with Dale Alexander

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10月19日まで。※適用条件あり
What if the single most important financial decision of your life happened before you ever built a business, bought a house, or started a family? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dale Alexander, a CFP, national speaker, and author of The Talk About Money, to unpack the framework Dale calls Make 70 Your 100: live on 70% of your income, invest 20%, and give 10%, starting with your very first paycheck. It's a conversation built for entrepreneurs, parents, and anyone who's ever wondered why more income never seems to solve a spending problem. Together, Patrick and Dale dig into why financial "drift" quietly derails even high-earning households, how social media has rewired the comparison trap for an entire generation, and why 90% of family wealth disappears by the third generation and what entrepreneurs can do to break that cycle with their own kids. Whether you're building generational wealth, coordinating your tax and financial strategy through the Entrepreneur Private Office model, or simply trying to raise financially literate kids in a world of one-click spending, this episode delivers practical, immediately actionable frameworks for making money decisions that compound for decades. Key Takeaways: The 70/20/10 framework: live on 70% of income, invest 20%, give 10% and why this beats the popular 50/30/20 budgeting ruleWhy increased income rarely solves a spending problem, and how lifestyle creep silently erodes wealth at every income levelThe concept of financial "drift" and why intentionality, not willpower alone, is required to stay on courseA two-step method for rebuilding financial margin at any age, even if you didn't start with 70/20/10 from your first paycheckWhy 90% of family wealth is lost by the third generation, and how proactive conversations about money can break that patternThe psychological and neurological case for giving 10% of income, and how generosity fits into a coordinated wealth strategyA practical, at-home system for teaching kids financial responsibility before they leave the house Resources Mentioned: The Talk About Money Dale Alexander official siteThe Talk About Money by Dale AlexanderThe Psychology of Money by Morgan HouselThe Art of Spending Money by Morgan Housel Resources: Visit vitalstrategies.com to download FREE resources Listen to the podcast on your favorite app: Vital Wealth Strategies Podcast | Tax & Financial Strategies for EntrepreneursFollow on Instagram at https://www.instagram.com/vital.strategiesFollow on Facebook at https://www.facebook.com/VitalStrategiesPodcastFollow on LinkedIn at https://www.linkedin.com/in/patricklonergan/ Credits: Sponsored by Vital WealthMusic by CephasAudio, video, research and copywriting by Victoria O'Brien
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