Welcome to Radical Personal Finance, a show dedicated to providing you with the knowledge, skills, insight, and encouragement you need to live a rich and meaningful life now while building a plan for financial freedom in 10 years or less.

My name is Joshua Sheets. I am your host. And here during the month of March, I am continuing to promote some of the speakers who are gathering with me in April at the second annual Radical

Personal Finance Family Camp. Now, that camp is completely sold out at this point. So,

thank you for those of you who are coming. I hope that you'll enjoy still, however, hearing

some of the speakers that we are inviting and will be hearing from at Family Camp

and hope that you'll join me in 2026 if you weren't able to get your tickets in time.

My speaker today that I'm thrilled to welcome to Radical Personal Finance for an interview is Gregory

Treat. Greg is a lawyer in the state of Texas who specializes in working with families and doing dynasty planning.

And since the theme of this year's camp is community and dynasty, I wanted to invite Greg to help us not only cast a vision and think about what can be done, but also to understand some of the practical tools of intergenerational

dynasty planning with regard to wealth and business.

Gregory, welcome to Radical Personal Finance.

I'm grateful that you're here with me.

Thank you so much, Joshua.

I'm glad to be here.

So I'd like to begin by just hearing a little bit of your story and how you became interested

in some of these areas of planning.

What sparked this interest for you personally?

Yeah, I mean, I was born.

This story actually goes all the way back to birth for me.

So I was born into a multi-generational dairy farm family

in Northern California in the late 80s. And if you know anything about the politics of California

these past 30, 40 years, being a small family ag operation in California was not a great

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