rich 1.0 We focused on legacy and intergenerational wealth planning, family governance, estate optimization strategies, philanthropic planning, fixed income portfolio management in the context of growing national debt, with Jack Dwyer, CFA, and President of Sunpointe Investments. You can learn more about Jack at SunPointeInvestments.com (https://sunpointeinvestments.com/) , and LinkedIn (https://www.linkedin.com/in/jackdwyer-cfa-caia/) . Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com (https://moneyalignmentacademy.com/) , Twitter (https://twitter.com/glgrombacher) , LinkedIn (https://www.linkedin.com/in/georgegrombacher/) , Instagram (https://www.instagram.com/lifeblood.live/) , YouTube (https://www.youtube.com/channel/UC1wAuE8eULqlOGHt9tdPYrA) and Facebook (https://www.facebook.com/george.grombacher) . Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/ Find George G’s books here https://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026. Aligned Money Show https://audioboom.com/channels/5149604-aligned-money-show Audioboom https://audioboom.com 480 95 https://audioboom.com/i/42445281/600x600/c 600 600 <iframe width="100%" height="95" src="https://embeds.audioboom.com/posts/8946205/embed?v=202301" style="background-color: transparent; display: block; padding: 0; width: 100%" frameborder="0" allowtransparency="allowtransparency" scrolling="no" title="Audioboom player" allow="autoplay" sandbox="allow-downloads allow-forms allow-popups allow-same-origin allow-scripts allow-storage-access-by-user-activation allow-top-navigation-by-user-activation"></iframe>