Episode
75: How to Transfer Wealth Without Ruining the Next Generation | Steven Bowles
- Published
- May 18, 2026
- Duration seconds
- 2739
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/c5105cd7
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Summary
In this episode, I sit down with Steven Bowles to talk about wealth transfer, estate planning, stewardship, and how to prepare the next generation to handle what we leave behind. Whether your net worth is negative, modest, or in the millions, this conversation matters because every family needs to think intentionally about the future. Steven has spent years working with family offices and high-net-worth families, and he shares what he has learned from seeing wealth transfer done both well and poorly. We talk about why wealth rarely disappears simply because of bad investments—it often breaks down because of poor communication, lack of preparation, and failure to build healthy family systems. Steven explains why families need to talk about values, stewardship, inheritance, and the purpose behind the resources they have been given. We also get practical and cover estate taxes, revocable trusts, wills, probate, life insurance, and why planning early can protect your family from unnecessary confusion, costs, and conflict. At the core, this episode is not just about money. It is about stewardship. Everything we have has been entrusted to us, and it is our responsibility to plan wisely so we can bless the next generation instead of burdening them. If you care about building a legacy, protecting your family, and stewarding wealth with purpose, this episode is for you.