Mark Weber spent his career helping the wealthy transfer their wealth efficiently. He attended hundreds of meetings with attorneys and their clients, navigating the ins and outs of estate planning. But something was missing—hardly anyone talked about their values or the legacy they wanted to leave.
It dawned on Mark that advisors had a chance to go beyond just taxes and talk about the impact people could make and the legacy they could create. He saw this as a way to change minds among Omaha’s professional advisors and make the community not just financially richer, but also more generous.
Today, he’s seamlessly transitioned from a successful career in financial services to author, speaker and teacher. In this episode, he unfolds the heartwarming and meaningful journey that led him into this new chapter of his life.
- The inspirational idea that prompted Mark’s journey into his Chapter X
- Why now is the time to start identifying what values we want to pass on
- The difference between your family legacy vs. community legacy
- What might have occurred if Mark hadn’t prioritized intentional retirement planning
- Why Mark senses that this particular group faces the greatest struggles in retirement
- The list of significant career milestones he created to pass down to his children
Connect with Mark
Visit A Spectrum of Legacies website
Find A Spectrum of Legacies on Amazon
