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In this episode, we ask:
- What can span three or more generations?
- Have you considered the family office?
- Would you like to get going with capturing your monthly cashflow with No. 1 The White Belt?
- Would you like to advance to working with the most important people in your life, No. 2 The Yellow Belt?
- Would you like to climb up and out on eliminating debt with No. 3 The Orange Belt?
- Would you like to review strategies to protect your retirement and business with No. 4 the Red Belt?
- Would you like to architect a cash flow system with No. 5 the Green Belt?
- Would you like to tackle massive expenses with No. 6 the Purple Belt?
- Have you heard the old proverb?
- Do we prepare the people for the money?
- Have you read Perpetual Wealth by Kim Butler?
- What does this strategy involve?
- What is tax free under current tax law?
- What about the fund and the family council?
- Would you like to plan and participate in an intentional family retreat?
- What opportunities would strengthen everybody?
- Have you crafted a family mission statement?
- How does a family keep the fund distinct from a “family piggy bank”?
- What will the next generation learn?
- What about family loan requests and family fund underwriting?
- What happens when the family approves a loan?
- How many families don’t ever talk about money?
- What is the reward?
- Will your wealth be a blessing or a curse to the future generations?
- What do Americans fear more than dying?
- What are the takeaways?
- Would you like to meet with Mark or one of Mark’s associates?


