04/14/2026
I have spent the past eleven years helping families capture something that no estate plan, trust document, or financial instrument can preserve: the stories, values, and wisdom behind everything they've built.
This Wednesday, I get to talk about it publicly for the first time on a podcast, and I'd love for you to be there.
I'll be joining Howard Gershman, a financial advisor with many decades of experience, on his monthly webinar series Everyday Money Insights. Howard's audience is made up of families who are thinking seriously about their financial futures, which means they're exactly the people who need to hear this conversation.
We'll be exploring the part of legacy planning that almost always gets left out:
✅ Why inherited wealth without inherited context is fragile—and what's truly at stake for your family
✅ How your story becomes a source of guidance, unity, and leadership for the people you love, long after you're gone
✅ What the "three generation wealth dissipation" pattern reveals about missing wisdom and family miscommunication
✅ The questions your children and grandchildren want to ask, but probably never will
✅ A new way to think about leaving something behind, including a brief introduction to something I've recently developed called the Living Letter
This conversation is for anyone who has ever wondered what the people they love will actually remember about them, and what they'll wish they had asked.
📅 Wednesday, April 15th
🕕 6:00 PM Eastern
If you can't attend live, register anyway and Howard will send you the recording.
Register Now: https://us02web.zoom.us/meeting/register/SIlBydXMRe2ZOxORdryVIg?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--HSvvo6gnl79oJaaX9dCg-Bt7WOrtWNL5CFBn-P01rPlR2kDy9DnBp1P-zaBIf8NfRFame
Feel free to forward this to anyone you think would benefit—a client, a family member, a colleague, or anyone who has a story worth preserving.
I hope to see you there.
Warmly,
Richard
Join us each month as we explore essential personal finance topics, including budgeting and saving, paying off debt, and investing. Your estate plan protects your assets. But does it protect your story? If you've ever wondered what your children and grandchildren will actually remember about you, or...