legacy planning

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 8, 2026 by Alex Kirby · across every show →

Everything said about legacy planning, oldest first

Jul 8, 2026 negative
Assertion Not checkable as stated
Kirby: Legacy planning was historically limited to expensive whiteboard consultants
“The prior ways of delivering legacy were mostly consultants in front of whiteboards. And consultants in front of whiteboards, as you know, are expensive. And it's really, really hard to scale.”
Alex Kirby Jul 8, 2026 ▶ 8:05 Preserving Multi-Generational Wealth Beyond the Balance Sheet
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.