By Laura A. Roser When I released my book, Your Meaning Legacy, last year, I directed readers to an online Meaning Legacy Assessment. In just 13 questions, you can determine what’s important to you and what isn’t. It also helps you determine which non-financial components of your legacy you’ve already handled and which ones need…

By Laura A. Roser The Bhagavad Gita is a 700-verse Sanskrit scripture that is part of the Hindu epic Mahabharata. It tells the story of a warrior—prince Arjuna—who must decide whether or not to go to war with his cousins to gain rulership over the kingdom. His cause is just, but Isn’t it a sin…

By Thornton Sully Otylie Bártošova has no reason to believe that her eccentric, drunken father’s legacy, an aging score to a sonata that he bestows to her before staggering off to be killed in World War I, is of the profound origins that he claimed. Nevertheless, she dutifully defends it when in 1939 the jackboots…

By Laura A. Roser Early this year, I had the pleasure of interviewing a variety of business leaders. But I wasn’t interested in learning how they succeed in business. Instead, I asked them about how they find meaning, what kind of a difference they are making in the world, and what they would like their impact…

By Bill High There are some days you never forget. I was just barely 12 years old the day of my father’s funeral. He was in the military, so his funeral took place at the Leavenworth National Cemetery. It was the only one we could afford. As part of the ceremony, they included a 21-gun salute….

By Eric Dunavant It’s hard to believe how fast time flies. This year will mark my 20th year in the financial/legacy business, but many days it feels like it was just yesterday that I started. That’s the funny thing about life. Speak to anyone who is older, and they will always tell you life goes much…

By Alan Pratt, CEP, CAP Years ago, I heard Bill Neukom speak about what he did when his Microsoft stock options turned into millions. One of the original corporate counsels for Microsoft in the early 1980s, he’s now a multi-millionaire and owns the San Francisco Giants baseball team. Something he said stuck with me, “I never…

By Laura A. Roser The Comfort of Predictable Experiences Do you get this unicorn craze? At first it was kinda fun—college kids at business networking events calling themselves “unicorn entrepreneurs” or little girls licking rainbow candy shaped like poop. But I’m afraid it’s gotten out of hand. Last week, I attended the San Diego County Fair…

By Laura A. Roser, excerpted from Laura’s new book, Your Meaning Legacy: How to Cultivate & Pass On Non-Financial Assets — Available on April 23, 2018. What Matters to You? Estate planning traditionally focuses on your financial assets. But there’s more to you than your physical wealth. What about your wisdom, beliefs, values, important family…

By Laura A. Roser Finding Meaning When Work Isn’t a Necessity “It’s Tilapia Tuesday again,” my fiancé says. We’re in a small mountain town in Costa Rica, staying with friends who opted for retirement. They decided to pack up and leave their jobs and the Salt Lake City snow behind about two years ago. They now…

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