Expert Network Team

Episode 82 - Wealth as a Disruptor

Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad!

Wealth is a Disruptor

Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad!

First principles, how is money a disruptor?
Help define the benefactor’s goals
Think about it from the inheritor’s side
Now think about it four generations out, what will they value? Likely not the money…
Hear a story about a ranch in the family and another story that goes all the way back to Colonial Virginia. What do the relatives most value today?
Learn the importance and usefulness of having a guide
Learn a few techniques to navigate important conversations safely.

In this podcast, we discuss the book,

Cycle of a Gift

by James Hughes etc. Importantly, the expert team offers a free discovery meeting. Contact any one of us at

or email