Derek Jensen sits down with Covie Edwards Pitt, author and the creative director of Balentine Partners and the founding director of Balentine's Center for Family Wellbeing. They discuss Covie’s book series 'Healthy, Wealthy, and Wise,' touching on Wealth 3.0 and how best practices in wealth advisory translate to real life.

Covie shares the important lessons learned from her book series — the complexities of nurturing children amid newfound wealth, the role of spousal partnerships in managing family wealth, and building inclusive, meaningful family traditions that can transcend generations.

Check out Covie’s ‘Healthy, Wealthy and Wise’ collection: https://www.healthywealthywisecollection.com/raised

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

Caleb Breakey, founder of Renowned Publishing, joins Derek Jensen for a conversation on the most powerful legacy-building tool we all possess: our story. Having guided over 200 people in transforming their lives into books, Caleb reveals why storytelling isn't just for authors; it's a sacred practice for anyone who wants their wisdom, values, and experiences to endure.

Check out Renowned Publishing: https://www.renownpublishing.com/begin

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

What is the true purpose of wealth? Is it independence, security, or leaving a mark?

Financial philosopher and CEO & Founder of Sound Financial Group Paul Adams joins Derek Jensen for a profound conversation that moves way beyond the spreadsheet. They explore how to build a legacy defined not by the size of an inheritance, but by the strength of the values behind it. Paul shares why financial independence is the bedrock of honest advice, how to have transparent money conversations that actually stick with the next generation, and why preparing your heirs for responsibility is the ultimate act of love.

Check out Paul’s podcast, ‘More Than Commas’: https://sfgway.com/podcast-blog/

And learn more about Sound Financial Group: https://sfgway.com/

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

What’s the secret to keeping a family and its wealth intact for four generations?

For author and CA Emily Griffiths-Hamilton, the answer isn’t in a trust fund; it’s in a value system. She joins host Derek Jensen to share her family’s extraordinary journey, revealing how they built a “family bank” rooted in social capital and open communication. Learn how they passed down enterprises and ethics in equal measure, and discover why having tough conversations about money is the key to ensuring your legacy outlasts your fortune.

Check out Emily’s books – ‘Build Your Family Bank’ & ‘Your Business, Your Family, Their Future’: https://www.buildyourfamilybank.com/books/

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

What if everything you've been told about inheritance is wrong? What if a "silver spoon" isn't a privilege, but a profound responsibility?

Chip Fisher, founder of Urusus Advisory, sits down with Derek Jensen to challenge the greatest taboo of wealth and the emotional weight it places on heirs. They explore how to transform an inheritance from a burden into a "launchpad," break the silence that cripples families, and leverage the true superpower of passed-down wealth: not the money itself, but the time and freedom it provides to build a legacy that matters.

Urusus Advisory: https://ursusadvisoryllc.com/

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

Here's a question most people never ask: What will your family look like in 2125?

Not just your assets. Your family. The people who will carry your name, your values, your stories — or won't. The relationships that will hold strong or fracture. The opportunities your decisions today will create or foreclose a century from now.

Most estate planning treats legacy as a transaction—Who Gets What? Divide the assets, sign the documents, done. Estate attorney Derek Jensen questions that approach and discovered that families who thrive across generations think completely differently. They're not planning for a moment of transfer. They're architecting systems that strengthen over time.

Through candid conversations with wealth advisors, financial philosophers, and families who've cracked this code, Derek explores the real work of multi-generational thinking. Not just trusts and tax strategies, though those matter, but the conversations, values, and practices that keep families unified and thriving long after you're gone.

Whether you're building wealth from scratch, inheriting, helping aging parents navigate their decisions, or preparing the next generation for what's coming—you're part of a chain that extends far beyond your lifetime.

This show is about understanding that responsibility and embracing that possibility. Because the best estate plans aren't documents. They're living systems that grow stronger with each generation.

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

What does a California estate attorney see when he looks at Silicon Valley's wealth? Not just IPOs and unicorns, but a generation facing unprecedented legacy challenges.

Elijah Keyes joins Derek Jensen with stories from the front lines of tech wealth in California. They dive into the psychological shifts required to go from "creator" to "steward," the critical importance of a "comprehensive team" (and what that really means), and how to plan an estate that thrives long after the stock options vest.

Listen to Elijah’s podcast — Keys to Your Legacy with Elijah Keyes: https://keyeslawgroup.com/podcast/

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

We all know about budgets and retirement accounts. But what about a Family Constitution? Host Derek Jensen and guest Walter Young push beyond basic financial literacy to explore the human side of wealth.

They discuss how to escape scarcity thinking, why you should run your family like a business, and how to transform life insurance from a simple safety net into a dynamic tool for building a legacy that reflects your family's core values.

Learn more about Walter’s book and his forthcoming financial literacy course: https://thefifthoption.com/

Learn more about Who Gets What?: https://whogetswhat.fm/

This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.