Resources and Next Steps:

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

If you’re a high-income parent thinking about saving for college… STOP. Before you open that 529 plan, you must understand the hidden limitations, better alternatives, and a new government-backed investment account launching in 2026 that could change everything.

This is not your average financial advice.

In this episode of the Generational Wealth Masterclass, we unpack real options used by wealthy families to secure their children’s future — without locking into rigid rules or losing flexibility.

🔍 What You'll Learn in This Video:

Why the traditional 529 Plan could cost your family more than you think

What the new “Trump Account” (Child Investment Account) actually is — and how it works

How to choose between 529, UTMA, UGMA, or Roth IRA for kids

How education planning is a form of legacy and inheritance

What most families overlook about student debt, FAFSA, and asset classification

How wealthy families build financial wisdom, not just bank balances

The one savings strategy that could grow tax-free and teach kids to invest early

The truth about college ROI in a world with trade schools and AI

Whether you're thinking Ivy League, homeschool, or handing your kids the family business — this episode helps you plan with clarity, not confusion.

🕒 Timestamps

0:00 - Free $1K for Your Kid?

0:40 - Inheritance While You're Alive

1:30 - 529 vs UTMA vs UGMA

2:40 - What’s the Trump Account?

5:00 - How the New Kid Account Works

6:40 - Hidden Stimulus?

7:30 - Can You Withdraw Early?

8:10 - Is College Still Worth It?

9:00 - The College Degree Trap

10:20 - AI Is Changing Everything

12:30 - Is College the New High School?

13:30 - Save Smarter, Not Harder

14:00 - 529 Plans Explained

16:00 - Why 529s Might Fail You

17:30 - Market Crash Horror Stories

19:00 - Can You Reuse 529 Money?

20:50 - When 529s Go Wrong

21:30 - Does Saving Hurt Financial Aid?

22:00 - Family Planning Vs. Financial Planning

22:40 - UTMA/UGMA Pros & Cons

24:30 - When Your Kid Turns 18...

25:30 - The "Philosophy Degree" Problem

26:20 - Real Talk Before College

27:20 - How to Make Arts Degrees Work

28:00 - FAFSA Pitfalls Most Miss

29:20 - The Secret Weapon: Roth IRAs

30:40 - Teaching Kids to Invest

31:40 - Roth IRA Changed My Life

32:40 - Financial Literacy = Power

33:20 - Investing Is Stupid Simple

34:00 - Don’t Just Save—Plan

35:10 - Pass Down Wisdom

Tags to Help Others Find This Video:

education savings plan 2025, 529 vs UTMA, new child savings account USA, Trump child account 2026, Roth IRA for minors, best account for kids investment, 529 college plan explained, UTMA UGMA differences, generational wealth strategies, how to fund education tax free, FAFSA and UTMA impact, child IRA account, legacy planning for kids, college vs trade school savings, financial planning for parents

Hashtags:

#529Plan #UTMA #EducationSavings #GenerationalWealth #LegacyPlanning #RothIRAForKids #TrumpAccount #FinancialPlanningForParents #SmartMoney #KidInvestmentAccount

Resources and Next Steps:

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

You’re running a successful business. Money’s flowing in. But every time tax season rolls around or unexpected expenses hit, it feels like chaos.

Where’s the peace you were promised with wealth?

In this episode of the Generational Wealth Masterclass, we unpack:

💡 What You’ll Discover in This Video:

The #1 mistake high-income business owners make with cash flow 💸

How “lifestyle creep” silently erodes your financial future

Why feeling rich ≠ being financially secure

A simple, no-spreadsheet system to gain control over your money

How to use intentional allocation instead of strict budgeting

Why tax surprises happen (and how to prevent them forever)

The powerful “ROI Method” for legacy wealth planning

How to teach your kids generosity and financial wisdom

Setting up multiple accounts for clarity, simplicity & peace

Real stories from business owners who turned stress into structure

🕒 Timestamps

0:00 - Feeling Broke With Money

1:20 - Why Wealthy People Struggle

2:00 - The “B” Word: Budget

3:00 - Cashflow Blind Spots

4:30 - Surprise Tax Bills

6:20 - IRS Horror Stories

7:30 - Lifestyle Creep

9:00 - Emotional Spending

10:10 - The % Rule

11:30 - Multiple Bank Accounts Hack

13:00 - Peace Through Planning

14:30 - What Is ROI Method?

15:50 - Big Payouts, Now What?

17:30 - Turn Cash Into Freedom

19:00 - Planning = Peace

20:30 - Make It Stupid Simple

22:00 - Dentist Case Study

24:00 - Teaching Kids to Give

25:30 - Plan for Big Expenses

26:50 - Label Your Money

27:50 - Budget = Legacy

Tags to Help Others Find This Video:

cash flow for business owners, 7 figure income management, feel broke despite wealth, wealth planning for entrepreneurs, high income budgeting system, tax savings strategy for entrepreneurs, lifestyle creep trap, generational wealth cash flow, money allocation for business owners, ROI method for wealth, peaceful financial planning, business owner financial system, multiple bank accounts strategy, intentional legacy planning, financial stewardship for families

Hashtags:

#GenerationalWealth #BusinessOwnerFinance #CashFlowStrategy #EntrepreneurMoneyTips #LegacyPlanning #TaxStrategy #LifestyleCreep #MoneyClarity #7FigureBusiness #ROIwealth

Most families think legacy planning starts with spreadsheets and legal docs.

But what if the most important part of preserving wealth... has nothing to do with money?

In this powerful episode of the Generational Wealth Masterclass, with Eric L. Dunavant, Matthew Sullivan, and Gavin Morel guiding the discussion, you'll explore what often determines whether a legacy endures: conversations.

Not just any conversations — the right questions, deep listening, and the kind of silence that changes everything.

Whether you're a high-net-worth couple building your empire or an empty-nester reflecting on your legacy, this video will help you uncover what matters beyond the numbers.

🎯 What You’ll Learn in This Video:

• Why many wealth transfer plans fail after one generation, and what families can learn

• A common mistake wealthy couples make in legacy planning conversations

• How to ask questions that go beyond the balance sheet

• What to do when one spouse is disengaged during planning

• Why "discovery" isn’t a meeting — it’s a long-term strategy

• The hidden emotional blockers that sabotage even the most sophisticated plans

• How to earn relational trust that transcends generations

• Why values, empathy, and presence often shape legacies more meaningfully that portfolios alone

This isn't just about wealth. It's about stewardship, intentionality, and impact.

If your goal is to see future generations thrive, these conversations are a great place to begin.

Resources and Next Steps:

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

🕒 Timestamps

0:00 - Intro: It's All About Trust

1:20 - Real Currency in Advising

2:10 - Talk Less, Win More

3:30 - Ask Better Questions

5:00 - Relationships Take Time

6:10 - Engaging Both Spouses

7:30 - Make Everyone Feel Seen

8:30 - Silence is a Superpower

9:00 - Listening is Endurance

12:00 - Open vs. Closed Questions

13:40 - Fix Your Questions

15:20 - The Real Answer Takes Time

17:10 - Speak Less, Listen More

18:00 - What They Say Off-Camera

20:00 - Beyond the Money

21:30 - Know the Whole Person

22:10 - Stay Curious

24:00 - Questions That Unlock

25:00 - The Past Shapes the Present

26:20 - Face the Hard Stuff

27:20 - Lead with Empathy

28:50 - Meet People Where They Are

30:00 - Help Them Dream Again

31:00 - Unlock Passion

32:40 - Discovery Never Ends

34:00 - Speak Life

35:00 - Final Takeaways

Tags to Help Others Find This Video:

legacy planning, generational wealth, family wealth planning, how to build a family legacy, wealth advisor conversations, financial planning for couples, estate planning high net worth, 100 year family legacy, discovery meetings financial advisor, building trust with wealthy clients, wealth transfer conversations, values based financial planning, wealth family dynamics, family office communication, emotional intelligence in wealth advising

Hashtags:

#GenerationalWealth #LegacyPlanning #FamilyOffice #HighNetWorth #EstatePlanning #WealthAdvisor #FamilyLegacy #DiscoveryConversation #FinancialPlanning #ValuesMatter

Resources and Next Steps:

Learn more about Intentional Ownership → https://intentionalownership.com

🎯 See The Performance Of Our Portfolio → https://linktr.ee/bistrobook

✅ Download “The Rich Report” by Carson Rich, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi📖

Every year, thousands of successful business owners drastically underestimate their net worth — not because they lack success, but because they lack clarity.

In this episode of the Generational Wealth Masterclass, Eric L. Dunavant, Matthew Sullivan, and Domnic Davenport explore the hidden risks that 7- and 8-figure entrepreneurs face when they don’t fully grasp the true value of their business — or have no exit or legacy plan in place.

🧠 Inside This Episode, You'll Learn:

– Why most business owners undervalue themselves by millions

– How the IRS sees your business differently than you do

– What happens when a business owner dies without a plan

– How to think beyond wealth — and build generational impact

– What “real net worth” means (and why cash isn’t the full picture)

– The top succession planning mistake 75% of entrepreneurs make

– How to shift from a scarcity mindset to legacy thinking

Whether you’re scaling a growing company or managing significant success, this episode will help you gain clarity on your wealth and explore ways to protect it intentionally.

🕒 Timestamps

0:00 - Intro: Wealth Isn’t Just Money

1:20 - What Families Really Want

2:30 - Net Worth Explained Simply

3:40 - Why Business Owners Get It Wrong

5:00 - The IRS Knows Your Value

6:00 - Scarcity vs. Abundance

7:00 - Learning to Think Bigger

9:00 - Net Worth = Mindset

10:10 - Hidden Risk in Your Business

12:00 - When Families Lose Millions

13:00 - Entrepreneurs Are in the Dark

14:10 - Fear vs. Confidence

15:10 - Starter Wealth Questions

16:30 - Wealth Grows, Plans Must Too

17:30 - 75% Have No Exit Plan

18:50 - Breaking Through Ego

20:00 - Are You Ready for a Windfall?

21:30 - The Entitlement Bomb

22:30 - Talk Values Before the Money

24:00 - Don’t Wait for a Crisis

25:30 - Lessons from Spring Training

26:40 - You Can’t Do It Alone

27:30 - Just Take One Step

28:30 - Wrap-Up: Meet Them Where They Are

Tags to Help Others Find This Video:

Estate Planning for Entrepreneurs, Business Succession Planning, Generational Wealth Planning, How to Value a Business, Business Exit Strategy, High Net Worth Family Planning, Net Worth for Business Owners, Legacy Planning for Entrepreneurs, Business Owner Insurance Planning, Entrepreneur Wealth Strategy, Family Legacy Strategy, Business Owner Life Insurance, Exit Plan for Business Owners, IRS Business Valuation, Estate Plan Business Owner

Hashtags:

#GenerationalWealth #BusinessOwnerEstatePlanning #NetWorthMindset #EntrepreneurLegacy #BusinessSuccession #HighNetWorthPlanning #FamilyOfficeStrategy #ExitPlan #LegacyPlanning #WealthMindset

If wealth is just about money... you're missing the point.

In this episode of the Generational Wealth Masterclass, you'll discover why true generational wealth has little to do with investments—and everything to do with intention, relationships, and stewardship.

What You'll Get Answered in This Episode:

What is real generational wealth—and why most financial plans fail to create it

How to design a 100-year wealth blueprint for your family

Why your financial advisor may be giving you technically correct but personally damaging advice

The shocking truth about how the IRS and institutions quietly erode family legacies

How to align your wealth strategy with your faith, values, and vision

Why Return on Intention beats Return on Investment every time

What questions to ask before setting up a trust, life insurance, or estate documents

The step-by-step planning process for building lasting impact across generations

Whether you're a business-owning parent or nearing retirement with a 7–8 figure portfolio, this conversation will change the way you think about legacy... forever.

Resources and Next Steps:

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

🕒 Timestamps

0:00 - Why Most Financial Plans Fail

0:50 - What Is a Real Financial Plan?

2:00 - Vacation Planning Vs. Money Planning

3:40 - Why Budgets Actually Matter

6:00 - Stewarding Money with Purpose

7:10 - Are You Letting Money Control You?

8:00 - The Hidden Power of Money

9:00 - Missing the Human Side of Wealth

10:20 - Trust Over Transactions

11:10 - Step 1: Build the Relationship

12:10 - Step 2: Data ≠ Intentions

13:40 - The Real Need Behind the Numbers

15:00 - Step 3: Look Through the Right Lens

16:00 - ROI vs. Return on Intention

17:40 - How the Industry Gets It Wrong

18:50 - Step 4: Smart, Custom Advice

20:00 - Life Changes? Plans Must Too

22:30 - Flexibility Is a Superpower

24:10 - Wrong Plan for the Right Goal

25:30 - Don’t Lock into Bad Decisions

26:30 - Step 5: Make It Happen

27:30 - Step 6: Keep It Fresh

28:40 - The One-Degree Mistake

29:20 - Don’t Do This Alone

30:00 - Final Takeaways

30:40 - Stay Connected

Tags to Help Others Find This Video:

Generational wealth planning, generational wealth masterclass, how to build generational wealth, family legacy planning, 100-year family plan, estate planning for business owners, Christian financial planning, financial stewardship, wealth transfer strategy, return on intention, building legacy wealth, family financial strategy, intentional money planning, faith-based wealth, values-based financial planning

Hashtags:

#GenerationalWealth #FamilyLegacy #WealthPlanning #LegacyNotLuxury #FaithBasedFinance #EstatePlanning #KingdomROI #IntentionalLiving #WealthWithPurpose

Resources and Next Steps:

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

In this powerful episode of the KIngdom ROI Podcast, we continue to expose the “Great Wealth Heist”, along with our special guest, Kavon Saber, specifically in the M&A world. We also discuss how faith-driven founders and family-first entrepreneurs can protect their legacy.

If your net worth is tied up in your business…

If you're planning an exit in the next 3–5 years…

Or if you care more about your family than a headline-making deal…

👉 This conversation is for YOU.

🎯 In This Video, You'll Discover:

Why 94% of business owners regret selling their company

The most expensive mistake entrepreneurs make after scaling

How to avoid the M&A industry's “legal theft” disguised as optimization

The #1 thing married founders overlook before a liquidity event

A blueprint for Kingdom-aligned exit planning

Why your business is not your legacy — your family is

How to future-proof your values for generations through better stewardship

The 4 silent threats that destroy wealth transfers after the sale

Why involving your spouse and kids isn’t optional — it's essential

A Kingdom mindset shift that makes exits profitable and peaceful

🕒 Timestamps

0:00 - M&A is broken

0:30 - Divorce vs. Selling a Business

1:00 - Meet Kavon Saber

2:00 - How We Met

2:40 - 94% Regret Selling

3:30 - Kingdom Over Exit

4:10 - Called to Business, Not Missions

6:10 - First Big Exit Regret

7:40 - Employees Got Hurt

8:10 - The M&A Game Is Rigged

9:10 - Buyers Always Win

10:00 - Turning the Industry Upside Down

11:00 - The Great Wealth Heist

12:20 - Selling Is Russian Roulette

13:30 - Kingdom M&A Strategy

15:00 - Why Exits Fail

16:00 - Bad Assumptions

17:10 - Keep It Confidential

18:40 - Buyers Are Pros

19:30 - Advisors Aren’t On Your Side

21:00 - God Hates Injustice

22:00 - Start with the Bible

23:20 - Relationships First

24:30 - Transform Your Mind

25:10 - Jesus Owns Your Business

26:10 - The Kingdom Reclaims Work

27:10 - Legacy Is Bigger Than You

28:30 - Why Cities Rejoice

29:10 - You’re Just a Steward

30:00 - How to Vet Buyers

31:00 - Protect Your People

32:10 - Values Over Cash

33:10 - What Legacy Really Means

34:00 - Deal Terms That Bless

35:00 - Trusts That Unite

36:00 - Control the Impact

37:20 - IRS or God?

38:00 - You’re Not Crazy

39:00 - When Business Becomes the Mistress

40:00 - Kavon’s Wake-Up Call

41:00 - Divorce After the Deal

42:00 - Work Is Worship

43:10 - Overworked and Violent

44:00 - Time to Step Away

45:00 - Kavon’s Tools + Resources

46:20 - Final Thoughts

Tags to Help Others Find This Video:

business exit strategy, how to sell your business, family legacy planning, entrepreneur exit plan, selling business regrets, M&A for founders, business owner succession, wealth preservation strategies, Christian business exit, business stewardship, faith and finance, prepare business for sale, kingdom business, business transition plan, selling company with integrity, avoid wealth erosion, business exit regrets, private equity traps, business exit for married founders, exit planning advisors

Hashtags:

#BusinessExit #LegacyPlanning #Entrepreneurship #FamilyBusiness #FaithAndFinance #GreatWealthTransfer #ChristianEntrepreneur #SellYourBusiness #Stewardship #WealthStrategy

Resources and Next Steps:

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

We are living in the largest wealth transfer in human history — over $140 trillion in the U.S. alone. Potentially $300 trillion globally!

But here’s the painful truth:

90% of families will fail to preserve their wealth across three generations.

Why?

Because good optimization isn’t good enough anymore.

Taxes, legal strategies, and investments can’t fix what’s broken.

💥 This isn’t just about money. It’s about values, relationships, and intentional legacy planning.

In this episode of the KROI Podcast, Christopher Callahan and Eric L. Dunavant expose what most financial advisors won’t tell you — and how the top 10% of families are breaking the cycle and building 100+ years of impact.

🎯 In This Video, You’ll Discover:

✔️ Why traditional estate planning is setting families up to fail

✔️ The shocking stats behind generational wealth loss (70% fail in Gen 2, 90% in Gen 3)

✔️ The truth about "lifetime inheritance" vs. post-death bequests

✔️ How unconscious manipulation is embedded in the advisory industry

✔️ The Kingdom ROI formula that redefines legacy: Relationships × Optimization = Intention

✔️ The critical conversations your advisor isn't having — and how to start them now

✔️ How to raise financially wise children and avoid entitlement

✔️ Why your legacy must be passed before you're gone

✔️ Real examples of families creating impact for generations — and how you can join them

🕒 Timestamps

0:00 - What Do You Want for Your Kids?

0:40 - The $140 Trillion Transfer

1:50 - Are You Being Robbed?

2:40 - Why Families Fail at Wealth

4:10 - Advisors Are Missing This

5:30 - Lifetime vs. After-Death Inheritance

7:00 - Inheritance Done Wrong

9:00 - Legacy That Actually Matters

10:30 - Speak Into Their Future

12:00 - Is Your Advisor Biased?

13:40 - Building 100-Year Impact

15:00 - What the Top 10% Do

16:30 - Prodigal Son & Entitlement

17:40 - Let Them Fail

19:00 - Real Family Conversations

20:10 - Failing Kids in Their 20s

21:00 - What Do You Really Want?

23:30 - Gen Z Giving Story

25:00 - Family Values in Action

26:20 - Inheritance Isn’t Fair

27:40 - God's Wealth Rules

28:30 - Make Your Business Last

29:20 - Free Book: Bistro with Bob

Tags to Help Others Find This Video:

generational wealth planning, lifetime inheritance, relational wealth, estate planning for high net worth families, legacy family planning, wealth transfer strategy, how to build generational wealth, values-based estate planning, inheritance failure rate, Kingdom ROI, wealth preservation strategies, Christian financial planning, how to talk to kids about money, multi-generational family legacy, legacy vs inheritance

Hashtags:

#GenerationalWealth #EstatePlanning #LegacyMatters #WealthTransfer #KingdomROI #FamilyLegacy #WealthHeist #HighNetWorth #IntentionalLiving #ValuesDrivenWealth

Watch Part 1 here: https://youtu.be/Q42mA458ARI

Resources and Next Steps:

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

What happens when the American Dream starts feeling like a nightmare?

In this raw and powerful episode of the Kingdom ROI Podcast, Christopher Callahan continues the conversation with Eric L. Dunavant and Angel Dunavant open up about the early years of their marriage — five moves in two years, unexpected tax debt, career pivots, spiritual struggles, and the pursuit of wealth that almost cost everything.

If you're a high-achieving couple balancing kids, money, business growth — or you're nearing retirement and thinking about the legacy you'll leave behind — this story will hit home.

In this episode, you'll discover:

What really happens when you move 5 times in 2 years (hint: your taxes and marriage suffer)

The spiritual cost of chasing wealth and identity through money

Why Eric walked away from a higher salary and company car (and what happened next)

How one unexpected book completely redirected their financial future

When God shows up in the budget (even when you're $200 short every month)

What legacy means when you're building something that lasts beyond wealth

🕒 Timestamps

0:00 - The Lettuce Story

1:20 - The Wrong Name Call

2:30 - Ice Cream Pre-Date

3:40 - Oops, Marriage Talk

4:10 - Baggage & Backgrounds

5:00 - Dreaming of Riches

6:40 - Redefining Success

7:50 - Money Tensions Begin

8:10 - First Jobs & Big Moves

9:30 - Moving Madness

10:30 - Life Timeline Fast-Track

11:40 - LA Culture Shock

12:30 - People Are People

13:20 - Marriage Under Pressure

14:00 - $7K Tax Bomb

15:20 - Faith Gets Tested

16:40 - Thank You, God

17:20 - Identity Crisis

18:20 - Finance Calling

20:10 - Schwab Breakthrough

21:30 - Sacrifice Season

23:00 - Big Pay Cut

24:40 - Night Shifts & Grit

25:30 - Beating the Odds

26:40 - Business Dreams

27:40 - Money as a God

28:30 - Y2K Chaos

30:00 - Faith & Frustration

31:30 - Healing Begins

33:00 - $200 Short

34:00 - God’s Take on Money

35:00 - Letting Go

Tags to Help Others Find This Video:

faith and finances, Christian financial planning, legacy wealth planning, biblical money principles, married and broke, early marriage money mistakes, financial testimony, debt story Christian couple, spiritual identity and money, money stress marriage, Christian couple story, moving too often, God and money, leaving corporate career, faith-based financial journey

Hashtags:

#FaithAndMoney #ChristianFinance #LegacyPlanning #MoneyTestimony #MarriageAndMoney #BiblicalFinance #FinancialFreedom #GodProvides #MoneyAsAnIdol #DebtToLegacy #ChristianCouple