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Content provided by Eric L. Dunavant, Chris Callahan, Eric L. Dunavant, and Chris Callahan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric L. Dunavant, Chris Callahan, Eric L. Dunavant, and Chris Callahan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Resources and Next Steps:

📖 Learn more about Kingdom ROI → https://kingdomroi.org/

🎯 Find Out More About the Kingdom Operating System:

https://www.launchkingdomos.com

✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi

We are living in the largest wealth transfer in human history — over $140 trillion in the U.S. alone. Potentially $300 trillion globally!

But here’s the painful truth:

90% of families will fail to preserve their wealth across three generations.

Why?

Because good optimization isn’t good enough anymore.

Taxes, legal strategies, and investments can’t fix what’s broken.

💥 This isn’t just about money. It’s about values, relationships, and intentional legacy planning.

In this episode of the KROI Podcast, Christopher Callahan and Eric L. Dunavant expose what most financial advisors won’t tell you — and how the top 10% of families are breaking the cycle and building 100+ years of impact.

🎯 In This Video, You’ll Discover:

✔️ Why traditional estate planning is setting families up to fail

✔️ The shocking stats behind generational wealth loss (70% fail in Gen 2, 90% in Gen 3)

✔️ The truth about "lifetime inheritance" vs. post-death bequests

✔️ How unconscious manipulation is embedded in the advisory industry

✔️ The Kingdom ROI formula that redefines legacy: Relationships × Optimization = Intention

✔️ The critical conversations your advisor isn't having — and how to start them now

✔️ How to raise financially wise children and avoid entitlement

✔️ Why your legacy must be passed before you're gone

✔️ Real examples of families creating impact for generations — and how you can join them

🕒 Timestamps

0:00 - What Do You Want for Your Kids?

0:40 - The $140 Trillion Transfer

1:50 - Are You Being Robbed?

2:40 - Why Families Fail at Wealth

4:10 - Advisors Are Missing This

5:30 - Lifetime vs. After-Death Inheritance

7:00 - Inheritance Done Wrong

9:00 - Legacy That Actually Matters

10:30 - Speak Into Their Future

12:00 - Is Your Advisor Biased?

13:40 - Building 100-Year Impact

15:00 - What the Top 10% Do

16:30 - Prodigal Son & Entitlement

17:40 - Let Them Fail

19:00 - Real Family Conversations

20:10 - Failing Kids in Their 20s

21:00 - What Do You Really Want?

23:30 - Gen Z Giving Story

25:00 - Family Values in Action

26:20 - Inheritance Isn’t Fair

27:40 - God's Wealth Rules

28:30 - Make Your Business Last

29:20 - Free Book: Bistro with Bob

Tags to Help Others Find This Video:

generational wealth planning, lifetime inheritance, relational wealth, estate planning for high net worth families, legacy family planning, wealth transfer strategy, how to build generational wealth, values-based estate planning, inheritance failure rate, Kingdom ROI, wealth preservation strategies, Christian financial planning, how to talk to kids about money, multi-generational family legacy, legacy vs inheritance

Hashtags:

#GenerationalWealth #EstatePlanning #LegacyMatters #WealthTransfer #KingdomROI #FamilyLegacy #WealthHeist #HighNetWorth #IntentionalLiving #ValuesDrivenWealth

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136 episodes