Feb 21, 2026
This episode tackles a question that sounds unusual but
affects more people than you might think: what do you do with your
money if you’re not going to spend it all? We start with a quick
market update—covering geopolitical risks, Fed uncertainty, and a
major rotation beneath the surface of a relatively flat S&P
500—before diving into the real conversation about purpose and
planning. Through a real client story, we explore intentional
spending, philanthropy, and legacy planning, and why having a clear
plan can help you maximize both your wealth and its impact while
you’re alive.
Show Topics
- Excess Capital
- Market Rotation
- Intentional Wealth
- Spending Psychology
- Purposeful Giving