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'm your host. Today on the show, I'm happy to welcome back, my friend Greg Treat. Greg's been on the show a couple of times

and I think we're going to be here for a while

because Greg and I have hit it off.

We've talked quite a bit

and I find him're going to be here for a while because Greg and I have hit it off.

We've talked quite a bit, and I find him to be an extremely stimulating and inspirational interlocutor.

And so I'm going to harvest the power of radical personal finance.

And I'm going to simply record some of my conversations with Greg and share them with you as podcast episodes.

Greg, welcome back to Radical Personal Finance.

Thank you. Great to be here.

If you were going to give a quick introduction for any of my listeners who may not have heard you,

go ahead and do that and then we'll get right into the meat of the content.

Yeah, absolutely. My name is Gregory Treat. And I started out as an estate planning attorney in Texas, and a number of years ago, I came to the conclusion that there was a gap in the services being provided to especially business-owning families, that those families were not moving from successful entrepreneurs, people that had built something,

they were not moving into that category of legacy or dynastic families, the kinds of families

that could get good outcomes for their children and their children's children.

And if you're familiar with Christian theology, there's a verse that says,

a righteous man leaves an

inheritance to his children's children. And so that's a point of concern to a lot of the clients

that I work with. And it was, you know, one of the implicit promises that we were making in the law

firm that I worked for to our clients. And I really felt like there was a need for someone to bridge

that gap and help the culture and the family

practices that get us, get the families, those legacy outcomes that they were really asking for.

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