Activate Your Wealth
Discover how to transform financial success into life-shaping experiences. Expert strategies to live more, work less & build lasting family legacies. In the Activate Your Wealth podcast, David Murdoch shares proven approaches to Wealth Activism—moving beyond traditional financial planning to help successful business owners, executives, and families align their resources with what truly matters. Each episode explores practical strategies for transitioning from work-centric to life-centric living, from funding dream adventures like Patagonian treks to creating multi-generational family compounds. Whether you're seeking clarity on "how much is enough," planning your business exit, or designing your ideal retirement, you'll gain actionable insights to...
Strategic Assets: Building Wealth With Purpose Across Generations
Join us as we discuss the identification and leveraging of strategic assets throughout life. We explain the importance of balancing wealth accumulation with purposeful spending and why legacy living matters more than posthumous wealth transfers. We share insights on educating future generations about wealth, cascading assets, and the evolving perspectives on wealth management across different life stages. The conversation also touches on the role of philanthropy and the significance of conscious spending to create meaningful and impactful experiences.
You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/
Or...
Money Mindsets: How Scarcity Vs Abundance Thinking Shapes Your Wealth Journey
Join us as we discuss how our money mindsets—whether scarcity or abundance—impact financial decisions. The conversation covers the importance of understanding one's relationship with money, balancing different financial perspectives in relationships, and making informed spending decisions. We also delve into how these mindsets affect business operations and highlight the importance of clear communication and education within families and businesses. We emphasise the need for regular, documented financial discussions to help align wealth with values.
You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/
Or you can reac...
Business Exit Strategies: Balancing Personal Wealth and Business - Successful Long-Term Freedon
Tune in to learn about actionable strategies for aligning your business and personal financial goals. We discuss navigating the intricate relationship between business success and personal wealth creation. We provide insights on building wealth outside of a business, crafting effective exit strategies, and ensuring a business supports long-term financial freedom. The conversation covers the advisory niche of supporting C-level executive families and small and medium-sized enterprises (SMEs) through comprehensive financial and business planning, emphasising the importance of collaboration with accountants and other professionals.
Family Wealth Conversations: How To Navigate Money, Values, and Legacy Across Generations
Join as as we dives into the complexities of discussing family wealth and inheritance across generations. We explore the role of personal and family values in financial decision-making, strategies for estate planning, and the importance of communication in managing wealth. We offers insights on transitioning assets, educating younger generations about financial matters, and the broader implications of wealth transfer. This episode is a valuable resource for business owners, executives, and families aiming to align their wealth with their values and ensure a positive legacy.
Life Goals Vs Financial Goals - While Your Dreams Should Drive Your Wealth Decisions.
Join us as we explore the importance of aligning life goals with financial decisions. David explains the framework used to help individuals and couples discern their true life goals beyond superficial desires like becoming a multimillionaire. The episode discusses the initial process of uncovering core values and priorities through a series of in-depth questions. The conversation also touches upon the traditional assumptions about property and lifestyle choices, challenging listeners to make decisions that genuinely support their ideal lives. Additionally, real-life examples illustrate how people's goals and values can evolve over time and the necessity of revisiting and reassessing financial...
Values-First Wealth Planning: How Understanding Your Core Values Creates Meaningful Multi-Generational Impact
Join David Murdoch, principal advisor at Paxton Bridge and pioneer of wealth activism, as he delves into the transformative power of understanding core values in wealth planning.
Discover how a unique process involving 15 value cards can help couples and families uncover what truly matters to them, leading to more meaningful financial decisions and improved communication.
This episode sheds light on value-based advising, highlighting its evolving role in the financial profession and its impact on multi-generational wealth. Learn how aligning wealth with values can create a lasting, positive impact on your life and those around you.<...
Unlocking Financial Freedom and Life-Shaping Experiences
In this episode of the Activate Your Wealth Podcast, David shares the origins and principles of Paxton Bridge, detailing how the firm has approached financial services over the past 15 years. They discuss the concept of wealth activism, which goes beyond traditional wealth management to focus on how clients can use their financial resources to build lasting legacies and achieve personal fulfillment. Key topics include the importance of personal relationships, the emotional aspects of financial decisions, and the significance of intergenerational wealth and values. The conversation also delves into how wealth activism helps clients align their financial decisions with their...
