Wealth Preservation Strategies
David discusses the importance of creating a family bank to preserve wealth across generations, highlighting how Rockefeller's strategy contrasts with Vanderbilt's approach to inheritance. He emphasizes the need to balance personal, experiential, giving, and receiving values throughout life. Interestingly, many struggle with the concept of receiving, often feeling unworthy, which can hinder their overall wealth and fulfillment.In this clip
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Habits and Hustle
Episode 23: David Meltzer - Unconscious Competencies, Losing Everything, and Family Banks
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