Welcome to a riveting episode of The Shrimp Tank Podcast, where we dive deep into the ocean of wealth management with our special guest, Ben Wicks!


In this episode, we unravel the intricate world of multi-generational wealth and closely held family businesses. Join your hosts, Dan Weedin and Monica Blackwood, and the wealth wizard himself, Ben Wicks, as we navigate the complexities of personal and family money histories.


Key Highlights:
- Ben's Expertise: Discover how Ben transforms financial fear into confidence, helping families connect their stories to financial strategies.
- Personal Touch: Hear heartwarming tales from Seattle Children's hospital and how giving back shapes our lives.
- Hot or Not Topics: Engage in lively discussions on financial planning for old age, core values in business, and the unique challenges of the sandwich generation.
- The Future of Finance: Learn about the Wealth Confidant program and how it's reshaping the role of financial advisors.


Why Tune In?
- Insightful Advice: Whether you're part of a family business or planning your financial future, this episode is packed with valuable insights.
- Engaging Stories: Our conversations aren't just about numbers; they're about people, passions, and the paths we take.
- Actionable Tips: Walk away with practical strategies to connect your money to a meaningful life.


👉 Don't miss this episode! Subscribe, hit the bell for notifications, and prepare to be enlightened. Your financial journey is about to get a whole lot more interesting!


Website: https://highlandprivate.com/
LinkedIn: https://www.linkedin.com/in/benwicks/


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