Caddo Convos21 Aug 2025

Rick Havard - The Lifetime Impact Project

In this episode of Caddo Convos, Buddy Broyles sits down with Rick Havard, founder of The Lifetime Impact Project. Rick shares how rediscovering his grandfather's voice during Covid sparked a movement to help families capture stories, curate memories, and plan wisely for the future. Blending heartfelt storytelling with smart financial strategies, Rick shows how legacy isn't just about money—it's about preserving love, values, and wisdom for generations to come.

https://lifetimeimpactproject.com/home

Five Key Takeaways

Preserving Legacy Through Storytelling – The Lifetime Impact Project helps grandparents record their stories, values, and life lessons in their own voice and image, ensuring memories live on for future generations.
Inspired by Family History – Rick's idea was born during Covid after rediscovering his grandfather's recorded stories, which brought healing and connection across generations.
Three-Stage Legacy Process – Participants move from Sharer (capturing stories), to Builder (ongoing recordings & planning), to Benefactor (strategic financial and estate legacy planning).
More Than Finances – Beyond wealth management, Rick emphasizes curating memories, organizing important documents, and preparing families for life's unexpected moments.
Legacy With Impact – From digital vaults and video storybooks to planned giving and family values, the project blends personal storytelling with structured financial planning to create lasting generational impact.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

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