Épisodes

  • Estate Planning Essentials: Creating a Lasting Legacy Beyond the Will
    Sep 3 2025

    How do you prepare the next generation to inherit wealth responsibly? In this insightful episode, David Murdoch shares practical strategies for educating children about financial responsibility and creating appropriate structures for wealth transfer. From teaching kids the value of money in a digital world to establishing protective legal frameworks, David explores the delicate balance between generosity and responsibility. Learn why early financial education matters, how to structure inheritance to protect assets, and why open conversations about money can strengthen family relationships across generations. Whether you're planning your estate or helping your children develop healthy money habits, this episode provides valuable guidance for ensuring your wealth creates a positive legacy.

    You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/

    Or you can reach out to Paxton Bridge

    https://www.linkedin.com/company/paxton-bridge/

    https://paxtonbridge.com/

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    This podcast has been produced by: https://podcastsdoneforyou.online

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    22 min
  • Family Wealth Activism: Creating Meaningful Impact Across Generations
    Aug 20 2025

    Join us as we explain the concept of wealth activism, which extends beyond traditional wealth management by emphasising the importance of sharing wealth, educating the next generation, and nurturing relationships for meaningful impact. The discussion touches on the significance of involving family in wealth decisions, the joy of giving, and the non-financial aspects of wealth such as emotional and psychological dynamics within family groups. The episode also addresses how to handle family dynamics, the extended longevity of family members, and issues like elder abuse.

    You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/

    Or you can reach out to Paxton Bridge

    https://www.linkedin.com/company/paxton-bridge/

    https://paxtonbridge.com/

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    This podcast has been produced by: https://podcastsdoneforyou.online

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    19 min
  • Creating Your Financial Roadmap: How Values-Based Planning Transforms Wealth Decisions
    Aug 13 2025

    What if your financial plan started with your values instead of your money? In this insightful episode, David Murdoch reveals Paxton Bridge's unique framework for creating personalized financial roadmaps. Learn how identifying your top five values creates a foundation for meaningful financial decisions, why visual planning tools help clients gain clarity, and how to balance long-term goals with unexpected opportunities. David shares practical examples of how this values-first approach transforms traditional financial planning into a roadmap for a well-lived life. Whether you're planning your next chapter or seeking greater purpose in your financial decisions, this episode provides a fresh perspective on aligning your wealth with what truly matters to you.


    You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/

    Or you can reach out to Paxton Bridge

    https://www.linkedin.com/company/paxton-bridge/

    https://paxtonbridge.com/

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    This podcast has been produced by: https://podcastsdoneforyou.online

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    21 min
  • Intergenerational Wealth: Preparing the Next Generation for Financial Inheritance
    Jul 30 2025

    In this episode of Activate Your Wealth, David Murdoch discusses the critical aspects of preparing the next generation for wealth inheritance. Key topics include:

    • The importance of financial education for children in today's digital economy
    • How different generations approach money and wealth differently
    • Practical strategies for teaching children about saving and investing
    • The role of structures like testamentary trusts in protecting family wealth
    • Why binding financial agreements matter in modern wealth planning
    • How to have meaningful conversations about money across generations
    • Balancing support with responsibility when transferring wealth
    • Digital alternatives to traditional saving methods for today's youth
    • Special considerations for family members with unique challenges
    • The "joy of giving" versus waiting until inheritance

    David shares practical examples, including how small, consistent contributions can build significant wealth over time, and why understanding the "why" behind inheritance is crucial for recipients.

    You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/

    Or you can reach out to Paxton Bridge

    https://www.linkedin.com/company/paxton-bridge/

    https://paxtonbridge.com/

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    This podcast has been produced by: https://podcastsdoneforyou.online

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    21 min
  • Money Mindsets: Balancing Lifestyle Choices with Financial Sustainability
    Jul 16 2025

    Join us as we discuss finding harmony between enjoying life and securing your financial future. We cover topics such as different money mindsets, the importance of priorities over balance, and making choices that align with personal values. They explore how personal preferences shape spending decisions, the impact of upbringing on financial behaviour, and the significance of setting clear goals for financial sustainability. Tune in to learn how to activate your wealth by aligning it with your lifestyle priorities

    You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/

    Or you can reach out to Paxton Bridge

    https://www.linkedin.com/company/paxton-bridge/

    https://paxtonbridge.com/

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    This podcast has been produced by: https://podcastsdoneforyou.online

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    21 min
  • Strategic Assets: Building Wealth With Purpose Across Generations
    Jul 2 2025

    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 you can reach out to Paxton Bridge

    https://www.linkedin.com/company/paxton-bridge/

    https://paxtonbridge.com/

    ---------------------------------------------------

    This podcast has been produced by: https://podcastsdoneforyou.online

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    23 min
  • Money Mindsets: How Scarcity Vs Abundance Thinking Shapes Your Wealth Journey
    Jun 18 2025

    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 reach out to Paxton Bridge

    https://www.linkedin.com/company/paxton-bridge/

    https://paxtonbridge.com/

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    This podcast has been produced by: https://podcastsdoneforyou.online

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    19 min
  • Business Exit Strategies: Balancing Personal Wealth and Business - Successful Long-Term Freedon
    Jun 4 2025

    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.

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    20 min