Stewardship as a next generation family member can feel like a dichotomy. You need a wealth building mentality and yet, you can be tempted to spend it in one generation (cue: shirt sleeves to shirt sleeves). That is why family culture must be invested into and throughout the years so the wealth from the first generation can be carried on with the following generations. If you are looking to create the family culture, the good news is there are positive examples and guiding principles.

Today's coaching guest found himself born into a family of some wealth (the Anheuser family of Budweiser beer fame). David McCary is the founder of McCary Anheuser Wealth Management, a registered investment advisory that helps clients with asset protection, estate planning, investment planning, debt management as well as disability, income and tax planning. In this episode, Angelina Carleton talks with Dave about behavioral finance, building blocks for the next generation’s and spending one’s life wisely. After all, if you can find your alignment with stewardship, you find confidence and self-esteem in creating your legacy with your talents and hobbies.

If you think of your legacy in the context of the Johnny Appleseed story, this coaching conversation will inspire you to consider starting today, planting seeds and the Rule of 7. Learn more about David McCary and the amazing work he's doing at www.mccary-anheuser-wealth.com.

Bio: Mr. McCary worked hard earning a BA in Economics from Middlebury College, an MBA in Finance from Dartmouth, and most recently his Certified Financial Planner designation. These credentials, combined with his 40+ years as an institutionally trained investment advisor and entrepreneur, have helped him bring a wealth management practice to his clients that can truly help them manage through their own personal and family wealth management struggles. When done well, his client’s lives can be significantly improved both now and for generations to come.

To further give back to his community, David also serves on three boards of directors and helps their investment committees oversee $100+ million in investments. The three Boards are: 1) The University of Hartford Art School Endowment; 2) The Connecticut Episcopal Bishops Fund; and 3) The Colt Family Bequest.

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At Legacy Planning, we help you design your legacy so your life is complete.

Our Story: I believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. I coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is inspiring and supported, more people will be able to experience happiness and satisfaction.

Our Mission Statement: Developing a legacy can be confusing which sometimes makes people feel afraid and overwhelmed. I wake up every morning and pave a way to "legacy fulfillment" so more people can live a happy and satisfying life.

Our Theme: If the bridge to a personal legacy is made clear, more people will be able to experience a happy and satisfying life.

Book your session: www.designurlegacy.com. Email: info@angelinacarleton.com.