Ep 190 Generational Wealth with Stephen Lovell

Ep 190 Generational Wealth with Stephen Lovell

Show notes for Stephen Lovell

On his radio show, The Good Life Made Better, Stephen made complex ideas understandable. Executives and Professionals, wealthy investors, and business owners, want a steady hand to help them choose practical ideas so they can do their work and not worry about their money.

Our Mission at Lovell Wealth Management is "to help Americans preserve their heritage, because without heritage every generation must start over. We deliver comprehensive financial advice that is objective, specific, and confidential, in order to protect our clients and their heirs from financial risks."

Stephen has been featured in numerous publications, including MoneyMagazine, InvestmentNews, New York Times, USA Today, Business Week, Wall Street Journal, Financial Planning, Huffington Post, U.S. News and World Report, and Time Magazine.

We talk about

What are some common ways that people pass down generational wealth?

What is the future of generational wealth, and how might it change as society and the economy evolve?

How does the tax code affect generational wealth?

How can families ensure that their wealth is used for positive purposes across multiple generations?

Connect with Stephen

https://www.linkedin.com/in/stephenflovell2/

4152548719

lovellwealthmanagement.com 

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Ep 257 How VCs Think: Insights from Keshia Theobald-van Gent

Ep 257 How VCs Think: Insights from Keshia Theobald-van Gent

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Ep 256 Behind the Curtain of Venture Capital with Mohamed Ahmed

Ep 256 Behind the Curtain of Venture Capital with Mohamed Ahmed

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Inside the PE Playbook: Post-Acquisition Strategy with John Bisack

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In this episode, Shawn sits down with John Bisack, an experienced operational strategist and advisor who specializes in helping private equity-backed companies navigate the critical post-acquisition p...

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Ep 254 How to Win in the Federal Government Market with Paul Adler

Ep 254 How to Win in the Federal Government Market with Paul Adler

In this episode, Shawn sits down with Paul Adler, a veteran strategist in global revenue growth and a trusted advisor for companies entering the complex world of Federal Government markets. With decad...

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Ep 253 Mastering the Art of Negotiation with Stan Christensen

Ep 253 Mastering the Art of Negotiation with Stan Christensen

In this episode, we’re joined by Stan Christensen, a veteran dealmaker, negotiation expert, and founder of Arbor Advisors. With over two decades of experience teaching negotiation at Stanford Universi...

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Ep 252 Leading with Vision — Inside the Mind of a Public Company CEO with Shalabh Gupta

Ep 252 Leading with Vision — Inside the Mind of a Public Company CEO with Shalabh Gupta

Episode Overview Today’s guest is Shalabh Gupta, a visionary entrepreneur and the CEO of a publicly traded company. With deep experience in both public and private markets, Shalabh brings a mission-dr...

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Ep 251 Startup Exit to AI Innovation: A Conversation with Rahul Pangam

Ep 251 Startup Exit to AI Innovation: A Conversation with Rahul Pangam

Rahul Pangam — Entrepreneur, AI Strategist, and Founder 🎧 Episode Overview: In this episode, we’re joined by Rahul Pangam, a seasoned entrepreneur and AI leader who successfully built and exited a co...

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Ep 250 Technology, Venture, and Leadership: A Conversation with Manish Patel

Ep 250 Technology, Venture, and Leadership: A Conversation with Manish Patel

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