News and Updates

March 4, 2026

Supporting Your Child’s Startup: Navigating Terms, Risk, and Family Dynamics

For families who find themselves in the exciting but fraught position of being asked to back a child’s venture-backed startup, the urge to be supportive often collides with a healthy […]

February 24, 2026

When One Child Opts Out: Keeping Family Gifting Fair

A family recently came to me with an situation that felt awkward on the surface but points to something much bigger. They have three adult children, ages 36, 39, and […]

February 17, 2026

How to Evaluate a $750k Oil Well Investment Opportunity

I recently received a question from a listener who sold a portion of their business and now has about $12 million invested, with $1.5 million set aside specifically for private […]

January 21, 2026

Is a Franchise Really a Passive Investment?

Franchising opportunities are showing up everywhere right now. One example cropping up recently is 7 Brew, often structured as a multi-location commitment within a specific region. On paper, the projected […]

January 13, 2026

Enjoying Financial Success Without Raising Entitled Kids

This is one of the most common and emotionally charged questions we hear from successful parents. You spend years grinding, building careers, living modestly, and making tradeoffs. Then the hard […]

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