How do I give my kids a leg up, but not two legs up on the couch?

In this episode, Jeff and Kate discuss:

• Being all-in for the Kingdom, even when in secular spaces.
• Creating positive investing and generosity experiences from a young age.
• Avoiding Sudden Wealth Syndrome.
• Believing in your children and giving them agency.
• Fostering healthy money communication.

Key Takeaways:

• God can work in all places - not just holy places.
• Our brains are literally not built to take in large amounts of money at one time or handle the overwhelm of options that comes along with it.
• You need to understand that God owns it all. Your investments are a work that you do to steward the Lord’s resources.
• There is blessing and struggle in empowerment. Deliver that to your children.
• Healthy family stewardship is built out of healthy communication.

"I really encourage families to think about giving their kids sums of money and not just controlled, restricted family foundation board seats or trust payments every year. For me, I've wrestled with it; I've been through hard things with it, but I have grown so much in having the stewardship agency that I do." — Kate Gardner

Episode References:

• UTMA & UGMA Accounts - https://www.nerdwallet.com/article/investing/utma-ugma
• The Gathering: https://www.thegathering.com/
• Gospel Patrons: https://www.gospelpatrons.org/

About Kate Gardner: Kate Gardner is next-generation philanthropist with a passion for holistic stewardship and community-building. Coming from a family business legacy, she focuses on ministry, investing, and helping other Next-Gens through a faith-based community called Magnify and running a podcast called Ascendants (with a book now as well!). She seeks to encourage other inheritors and business families to seek relational health, creativity, and purpose in the way they both wrestle with and embrace stewarding resources and "living a legacy.”

Connect with Kate Gardner:

Website: https://www.magnifygeneration.com/

LinkedIn: https://www.linkedin.com/in/gratefullykate/

Podcast: https://podcasts.apple.com/us/podcast/ascendants/id1600096737

Book: https://www.amazon.com/dp/B0DHC9ZDVY

Connect with Jeff Thomas:

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: jeff.thomas@arkosglobal.com

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

How can you start being a better listener within your home and family?

In this episode, Jeff, Jeff, and Bill discuss:

• Finding independence at the age of 12.
• Careful listening - the key to success.
• Attention and listening as a form of generosity.
• Seek first the Kingdom.

Key Takeaways:

• True listening is not waiting for your turn to speak. It is trying to see the world through their eyes.
• The only way you can understand another person’s reality is to really, truly listen.
• The greatest gift you can give anyone is your time. The only way they know you’re giving your time is by listening and paying attention.
• See people as an individual who needs help, not as a dollar sign.

"Being listened to is so much like being loved that I can’t tell the difference." — Dr. Bill Hall

Episode References:

• The Power of a Positive No by William Ury: https://www.amazon.com/Power-Positive-No-Relationship-Still/dp/0553384260

About Dr. William K. Hall: My Priority One objective is to help clients accomplish their key financial goals. Priority Two is to ensure the client has a will, trust, term insurance (if needed), and plans for passing wealth to spouse and children. Priority Three is to develop a custom investment plan.

Dr. Bill Hall has been active as a Certified Financial Planner since 1985 and with Securities America, Inc. since 1991. He is now with OSAIC Wealth Inc., which acquired SAI in 2023. He manages money primarily for senior executives and their families.

Bill’s academic credentials include a Doctor of Business Administration from the University of Southern California as a Ford Foundation Fellow, an MBA from San Diego State University, and a Degree in Mechanical Engineering from Georgia Tech.

Bill co-founded The Executive Committee, TEC (now Vistage), on the West Coast in 1969. Vistage is now a worldwide CEO organization with over 46,000 members.

He has held positions as Executive Vice President and Chief Financial Officer with Vedax Corporation, the former parent of Vistage.

Bill was a Registered Professional Engineer who worked offshore for Shell Oil and in marketing operations with Mobil Oil. He served as a first lieutenant in the Seventh Army in Germany and was a Professor at California State University, Fullerton, and Pepperdine University.

Bill’s past activities with nonprofit organizations include serving as Chairman and Vice Chairman of two Foundations and Chairman of the Board of a University. He frequently advises nonprofit organization CEOs and has served on several Advisory Boards for California Companies.

He serves on the Mission Hospital Foundation Board Finance Committee and the Haggai International Board.

His company manages $158,000,000 for 94 families.

Connect with Dr. William K. Hall:

Website: https://osaicwealth.com/

Connect with Jeff Thomas:

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: jeff.thomas@arkosglobal.com

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

How are you taking care of your people at all levels?

In this episode, Jeff and Dan discuss:

• No act of generosity is too small.
• Taking care of your people, no matter what their job is.
• Ensuring a people-first culture.
• The 7 Cs of good culture.

Key Takeaways:

• Enjoy your job, enjoy the product, but most importantly, enjoy the people.
• In your organization, you’re all on the same team and working towards the same win. No matter the role, every person is important and good in their role.
• It takes a commitment and everybody bought in to perpetuate and thrive with a great culture.
• More than anything, people want to feel needed, wanted, and appreciated.

"My philosophy is that people matter so much that you have to care about each and every one and the job that they do. And as you do that, you’ll get some great success across the organization." — Dan Fachner

About Dan Fachner: Dan Fachner is the Chairman, President and CEO of J&J Snack Foods Corp., a leading snack food company providing innovative branded snack foods and beverages to food service and retail channels. Dan started his career at the ICEE company, rose rapidly through the ranks and led the company as President and CEO for 25 years during which he took ICEE from a regional business to a nationally known brand, distributed broadly across a wide-ranging customer base and loved by devoted brand fans across the U.S.

As the parent company of the ICEE brand, J&J Snack Foods appointed Dan President of the company in 2020 and then subsequently, CEO and Chairman of the Board. In this role, Dan has taken his broad command of strategic selling, operations, finance, and marketing and applied it to J&J’s larger platform of brands including SUPERPRETZEL, ICEE, LUIGI’S, and the recently acquired Dippin’ Dots brand. As he leads the organization into its next era of growth, he and his executive leadership team are driving strong and visible progress in J&J culture, operational capability and efficiency, brand development, and profitable growth.

Dan resides in Franklin, TN with his wife, two married daughters and nine grandchildren. He was named to the Best of the Best Top Entrepreneur List by Spirit of the Entrepreneur in 2018 and was the Leukemia & Lymphoma Society of Nashville’s Man of the Year in 2022. He has served on various collegiate and nonprofit boards and is currently the Chairman of the Board for J & J Snack Foods. Board member of Consumer Brands Association, Azusa Pacific University and” In His Grip.”

Connect with Dan Fachner:

Website: https://www.jjsnack.com/

LinkedIn: https://www.linkedin.com/in/dan-fachner-5671146b

Connect with Jeff Thomas:

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: jeff.thomas@arkosglobal.com

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube:

https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw