Listen Here
Building a successful business means very little if you lose your family along the way.
In this episode, Dave Wolcott sits down with executive coach, 
EOS Implementer, and Empowered Journey founder Ann Sheu to discuss one of the most overlooked aspects of wealth building: intentionally leading your family. While entrepreneurs spend years developing business strategies, leadership skills, and growth plans, few invest the same level of intentionality into creating a thriving family culture. Ann shares practical frameworks for building stronger relationships, creating shared family goals, and ensuring that success at work strengthens life at home instead of competing with it.
Together, they explore why true wealth extends far beyond financial capital and how families can apply proven leadership principles without losing the humanity that makes relationships thrive. If your goal is to build lasting wealth that spans generations, this conversation provides a roadmap for creating a family legacy with purpose and intention.
In This Episode
- Why your family deserves the same intentional leadership as your business
- How to create a shared family vision, values, and long-term legacy
- Practical habits that strengthen relationships and build multigenerational wealth
Ann Sheu is the founder of Empowered Journey, a former attorney, Certified EOS Implementer, and executive coach. She helps entrepreneurs, executives, and entrepreneurial families intentionally align their businesses, relationships, and family life so they can build meaningful success both at work and at home.
This episode covers family legacy, family leadership, entrepreneurial families, wealth strategy, holistic wealth, family values, intentional parenting, marriage, executive coaching, EOS, family culture, generational wealth, entrepreneur lifestyle, personal development, leadership, and work-life harmony.
The last thing we want is to pour everything into building what you’ve got going on at work for nothing, coming home to a difficult home life. And so we just want to make sure that you’re doing it for the right reason.
How’s it going, everyone? Welcome to another episode on Wealth Strategy Secrets. Today we are joined by Ann Sheu. Many entrepreneurs spend decades building successful businesses, but somewhere along the way, they realize they never intentionally designed the life they were building those businesses for. That’s why I’m excited to welcome Ann Sheu, founder of Empowered Journey. Ann helps entrepreneurs, executives, and entrepreneurial families align their businesses, relationships, and personal lives around what truly matters. As a former attorney, certified EOS implementer, and executive coach, Ann blends business strategy with something we don’t talk enough about: how to build a life where your success at work actually strengthens your family instead of competing with it. Because at the end of the day, true wealth isn’t measured only by your balance sheet.
Dave Wolcott: It’s measured by the quality of your relationships, the culture inside your family, and whether you’re intentionally building a life you don’t need to escape from. Ann, welcome to the show.
Oh, thank you so much for having me today.
Yeah, it’s such a pleasure to have you on the show. I’ve really enjoyed our conversations for a few years now, Ann, and I think the audience is really going to enjoy this topic because it is one of the most important topics that we have, but yet it also seems to me it’s one of the most understated topics and something that we just don’t create enough intentionality around. We’re always so focused on our businesses and creating visions and missions, execution and plans and strategies and things like that, but when it comes to family, you’ve got so many dynamics around families and what’s going on and trying to create a structure. So many people are just juggling either kids or certain relationships. How do you put it all together? So why don’t we help the audience understand a little bit from your journey and really how you arrived at this place with your family and what you’re doing?
Yeah, thank you so much for asking. Can we just start first by diving into what you said about why this is not talked about enough? Because I think it’s a fascinating idea. We spend so much time talking about how to make businesses better and become better leaders, but why is it that we don’t put that same amount of time and effort and energy and intentionality around making our families better? What we have seen is that happens because, one, there’s a ton of resources if you want to lead a better business or become a better leader or all those things. There’s so much out there. There’s books, courses, you could get a degree, you could get a business degree, there’s business mentors, there’s an unlimited amount of resources out there.
But if you want to learn how to lead your family better, the resources are pretty slim. There’s not much out there. I think that’s one reason. And then I think the other thing that we’ve noticed is that people will often fall into this trap of believing that business success automatically translates and leads to success at home. Meaning we’ve been fed a lie: work hard, make money, build that business, have an incredible exit, and then you’ll live happily ever after. And so we believe that the happily ever after is just going to fall into place once we get the work stuff situated.
And so we tend to put family on the back burner, and we think it’s going to be there waiting for us. I think that’s what I’ve seen: there’s just this misconception that just make it in the business world, do the business things, and family will fall into place, it’ll be fine, you’ll be happy.
Yeah, it’s interesting. I think you and I have both seen through various groups and coaching that we’re in an interesting way to look at how you actually manage your time is through units of energy.
Right.
Everyone, including Elon Musk, only has 24 hours in a day, but we also only have a hundred units of energy. Sadly, we work really hard and put the majority of those energy units into our work, which is good and that’s great. But when we’re done with that, we come home to our family, to our loved ones, and we have very few energy units left.
And so what are some tools, some approaches, some ways to really think about creating more—I like to call it harmony versus balance—so creating harmony within that energy and how we create more intentionality for those we care about?
Yeah, so it starts at the individual level, not at the family unit level. You’ve got to start with yourself first. This is self-leadership, self-awareness, self-advocacy. You’ve got to do your individual work. If you don’t start at the individual level, then you do not have the clarity that you need to be able to lead yourself, lead your family, and lead your work well.
When I talk about this individual work, what I mean is really being able to answer two very simple questions: Who are you and what do you want? Pretty simple, but really hard to answer. It requires a lot of reflection and analysis and really doing the work. When we think about who you are at Empowered Journey, it is about two things: it’s your values—we call them your no-matter-what values—and your energy. Because you have to understand your values, and then you have to understand what impacts your energy in a very healthy, positive way and what is detrimental to your energy. One of my mentors talks about it as you are the chief energy officer of your life. You’re the CEO of your life: chief energy officer.
The wisest people that I know really have a handle on their energy. They understand their energy and what fuels their energy and what drains their energy. Really doing the work and asking yourself, “What are the things in my day that energize me, and then what are the things that drain me, deplete me, put me in a bad mood?” For me, I’m not a numbers person. I love a good spreadsheet when that spreadsheet has letters on it, not numbers. And so if I am spending the day with my team digging through P&Ls or doing cash models, whatever it is that my team wants me to be doing with them that day, I’m likely going home depleted, frustrated, short, probably yelling at people at home. I’m not showing up as my best self because I have let that contagious energy infect the other areas of my life. And so by doing the work of really defining what is your—we call it your effective self and your destructive self.
What are the things that really fuel your energy in a very healthy way? That’s your effective self activities. And then draining your energy, those destructive self activities: how do you get so clear about that that you could almost color-code your calendar red and green? What’s going to fuel your energy and what’s going to deplete your energy so that you can make a decision? If something is a destructive self activity, do you want to delete it? You’re not going to do it anymore, you’re going to say no to that opportunity or that obligation. Do you want to delegate it or do you need to just put some buffer around it? I can’t get around talking about our company’s P&Ls; as a leader in the company, that’s something that I need to dig into, something that I have to do. I can’t delete it, I can’t delegate it, but I can know that if that’s what we’re doing at work that day, you bet I’m going to make sure that I put a little buffer in between that activity and me walking in the door when my kids are running up to me so that when they run up to me, I can greet them with excited, loving, calm, patient arms and not, “Get off me, I’m tired and I just want to sit down on the couch.” So really understanding our energy to the point where we could color-code our calendar.
Yeah, really love that. How about from a family teamwork perspective? I’ve also seen, because I’ve got four kids, including triplets, which everyone knows—the more I’ve found, not only do I love how you said it starts with yourself, really understanding yourself, but then the more that the kids can be self-aware and can understand their dynamics about their energy, how can they leverage their energy? You can put one of them in charge of certain tasks where they’re excited and rise to the occasion. Are there any approaches with incorporating that energy within the family?
Yeah, great question. I think there’s a couple of things here. I want to call out that the work at the family unit level must start with the family leaders, whoever the adults are that are leading that family. You need to start at that level. A lot of times, we have a couples program, and clients come to us and they want to bring their kids into all of these tools and do all these things with their kids. I say, “Yes, we will eventually get there, but we must start at the leadership team level. You two are a leadership team for your family. If you don’t show up as a leadership team, your family is not going to be effective.”
Just like at work, we wouldn’t not have a leadership team meeting with our work team. It’s something that we do every single week. If I only had an all-hands meeting every single week, there would be no leadership, there would be no strategy, there would be no vision; it would just be chaos every single week. And so we need to make sure that whatever we are doing from a leadership teamwork perspective, it starts at the leadership team level—the two people that are running the family.
That means that you need to, with your leadership team person, whoever that is in your life, you need to be having a weekly family alignment meeting every single week. We call these FAMs for short: family alignment meeting. But if you really want to think about teamwork in your family, that’s where it starts. It starts at the leadership team level and making sure that every single week, you are checking in on each other, connecting, checking in on your big goals, calibrating how you are doing in each of these very important categories in your family, and then creating some space to talk about the upcoming week and talk about anything else that we need to make a decision on for our family. So just really creating a safe space to have those important conversations. We always talk about making sure you create space to work on your business, don’t just be in your business all the time. Same for your family: you’ve got to make sure that you’re creating space for you and your spouse to work on your family every single week. Because without that, there’s no teamwork. Everybody’s just doing their own thing, nobody’s rowing in the same direction, you’re probably rowing in opposite directions, and that tension is causing a lot of problems.
That’s such a great parallel. We talk about that all the time: trying to work on your business instead of in your business. I can see that with a family as well; you’re constantly in the family. But tell us a little bit more, too: legacy is really important for us and our community. Not only if kids are younger or still in the house, but a lot of us have kids that are on their own, might be older, or creating their own kids. It’s actually harder in a way because it’s harder to bring that community together. Maybe you have families and things, but now you start to have extended families. Frankly, the statistics are really bad around legacy of wealth. I think it’s almost 80% by G2 is the actual cost of wealth, and then by generation three, it’s almost 90%.
One of the most important things in that is really trying to instill values, maybe creating a family constitution, all of those things that are going to last multiple generations versus just passing on money itself. Because money is just an accelerator; it can actually accelerate opportunity, but it can also amplify negative things, such as entitlement. What do you recommend for people that are really trying to truly build a legacy for their family?
Yeah. What’s fascinating is, since we started doing this work, couples that are interested in doing this work together oftentimes want to start with the legacy piece because that’s what’s shiny and fun. They want to draft—we call it your family legacy statement. They want to craft their family legacy statement and then be able to print it and put it on the wall. What we have discovered along the way with working with thousands of couples is that it’s actually the wrong place to start. If you start with the legacy piece, you don’t have the foundation to actually make it a reality.
When you talk about your example, your stats around G2 and G3 where the money’s all gone, it’s probably because those families started with the legacy and they didn’t have legs to stand on. We actually believe that there are some foundational pillars that really have to be strengthened if you want your family’s legacy to be truly lived out in many, many generations. Those foundational pillars are pretty simple—it takes a lot of work to strengthen them, but the pillars are simply: know yourself, that individual work that we talked about earlier, making sure that you’re really doing your own work. Because when you are not clear and doing that work, you are not showing up confident, you don’t have clarity, and you are not able to lead anybody well. When there’s not a leader—you’re not doing your work, you’re not leading—I mean, just imagine a business without a leader; that doesn’t work.
(Commercial Break)
If you’ve ever wondered how the wealthy use energy investments to reduce their tax bill while generating cash flow, we just answered every question on camera. Go to pantheoninvest.com/energy to find out.
(End of Commercial Break)
The next pillar is shared vision: making sure that you are coming together with your spouse and creating a shared vision for your family. You’re crystallizing that vision, articulating it, and then sharing it with everybody in the family, getting everyone enrolled. Now, enrollment changes based on how old your kids are. If you’ve got toddlers and young kids—my kids are 8 and younger, I’ve got four kids 8 and younger—I can enroll them a lot easier because they’re still living under my roof and I still control a lot of things. If I’ve got adult kids, I’ve got to get a little bit more creative about how I’m going to enroll my adult kids and get them on board with this shared vision. Really thinking about what enrollment looks like and getting the next generation excited and on board.
I’ll give you a quick example: one of the tools that we teach our clients is called Family Decade Dream. In business, we have five-year, 10-year, sometimes 20 or 25-year goals; they know exactly what success looks like long term. Most often, families are not doing that for their own personal lives; families don’t do long-term goal setting, it’s not really that common. One of the things that we really encourage and teach our clients to do is to craft a family decade dream: What does success look like for your family 10 years out? How do you define that success so that you make sure that you are living by that definition of success and not anyone else’s definition of success? Because if you don’t get clear about that, you’re going to end up living your parents’ or your in-laws’ definition of success, then your friends’ definition of success, then society’s definition of success, and then that thing you saw on social media is going to also influence what you think success looks like. Really taking the time to define your family’s definition of success—we call that your family decade dream.
My family—me and Sunny, my husband’s name is Sunny—our family decade dream is to take 2,000 free days over the course of a decade. Last year, we did 198 free days. This year, we’re scheduled to take 220 free days. But the cool thing about enrollment when we were talking about how you enroll the kids is we talk about these free days with our kids. We talk about the impact of the free days and why we do them and why it’s so important. Now our kids know when we use the free day language what that means and what that’s going to look like. It means that Sunny and I are going to be disconnected, maybe traveling, or playing board games together. They know what a free day means.
There’s excitement around it, and they are asking when the next free days are. That’s kind of what enrollment looks like as far as getting everyone excited and on board. Because we’ve been having these conversations with them, I know that it’s likely going to be something that is carried on into that next generation because we’re talking about it, why it’s important, and what it means to our family.
Can you speak on traditions or rituals, things like that that could really help people frame things?
Yeah. I think most people have incredible traditions that are centered around major holidays or birthdays, and I don’t want to discount those traditions—I think those are very important. But in my opinion, those traditions don’t happen frequently enough. What we actually challenge our clients to do is think about traditions that you could start incorporating that bring little moments of joy and magic into your family’s life that happen more often. This could be every night after dinner we’re going to go on a 10-minute walk together, every Saturday morning we play pickleball together as a family, or every Wednesday night we’re going to do breakfast for dinner where we eat pancakes, waffles, or omelets—whatever the little silly tradition is.
There’s something really special about traditions that brings out the joy, fun, and magic of a family. I really like to challenge people to think about what those are. When you think about the happiest moments from your childhood, they likely were accidental. We have a friend who, when he asked his adult kids what their favorite memory was, it was a game called Knockover Daddy. He would literally get on his knees and put his arms out, and the kids had this challenge to try to knock him over. That was one of their favorite childhood memories, but it was an accidental thing—just a game that they kind of stumbled upon one day.
I like to ask our clients, instead of it being accidental, how can we be intentional about it? Instead of waiting for this beautiful accident, how can we create it? How can we be intentional about the thing that we want our family to feel and experience, and how do we go and create that?
Yeah, that’s really awesome. I find that creating these rituals really creates an anchor to create a habit, and now you have a habit that everyone gets used to so you don’t forget about it and it becomes easier to do these things. Like you say, it’s funny because some of the simple things—I was just reflecting back to when I was a kid, we used to go to dinner with my grandparents once a month, just go to a pizza place and have dinner. I can remember it vividly to this day: we would all have such a good time, they would treat us out to dinner, and it just created those special moments that I still remember.
True wealth isn’t measured only by your balance sheet. It’s measured by the quality of your relationships.
The other thing I would say is: Can you create that tradition so that it reinforces the family values? Do the work to identify the family values, but family values still need to be reinforced. Even if they are truly no-matter-what values and they’re already alive in your family, you still want to make sure that your behavior continues to reinforce that. Let me give you a quick example: one of our family’s no-matter-what values is “better every day”—this obsession with continuous improvement, progress over perfection, making mistakes, and in fact normalizing mistakes. When we think about traditions in our family, one of the things that we do every single night at dinner is High, Low, Buffalo: share your high from the day, share a low from the day, and buffalo is just anything random that you want to share. It could be telling a joke, something funny that happened to you, telling a story, or singing a song—anything random, you’ve got the floor.
This has become a tradition in our family. We do it every single night whether we have guests over or when we are at other people’s houses having dinner. So much so that even our three-year-old can now participate. What’s really funny is I’ve got an eight-year-old, a five-year-old, a three-year-old, and an 11-month-old. One of the older kids will pretend to do High, Low, Buffalo for our 11-month-old. They’ll say, “Zaden’s high is that he tried some new foods today.” But what it does is it reinforces our “better every day” value. Every night at dinner, we are having the kids reflect on what went well and what didn’t go well. That reflection is a part of what we believe is better every day. Taking that time to ask yourself, “What’s something great, how do we bring attention to that, and what was something that was hard so that we can talk about it and help process it?” And then your buffalo. Not only does it reinforce the family value, it helps create the family culture that is important to us.
How did you create your family values? What was the process with which you did that?
It goes back to the individual: you must start at the individual level. Before somebody starts working on family values, I really encourage them to do their individual values. We call these your no-matter-what values because most of the world does values work where that value is aspirational. When you think about how most people do values work, it is making a list of who they want to be. Whether it’s who they want to be as an individual or who they want their family to be, that “to be” language implies that that list is aspirational. Where it gets really nuanced is that aspirational work is important; it just doesn’t belong on your list of values. That aspirational work is literally goals; you’re literally saying who you want to be, which is goal setting—calling out what you’re striving for and trying to change.
I would encourage people to really think about values through the lens of no-matter-what: Who are you actually in reality today? Your true no-matter-what values—you cannot hide from them, you can’t run away from them, you can’t separate from them. When you go on vacation, they are glued to your hip. When you think about your no-matter-what values, I encourage our clients to do it first at the individual level and then, and only then, come together with your partner or spouse to do that same exercise at the family level.
If you don’t do the individual work—for values work, family goal setting, or anything at the family level—what happens is somebody is bringing a diluted version of themselves to the table. They come to the table and they don’t know what is important to them, so they can’t advocate for anything; they’re just, “Okay, sure, whatever you want.” It’s a silly example, but when Sunny asks me what I want for dinner and I’m like, “I don’t care, you decide,” and then he suggests pizza, I’ll be like, “Oh, there’s no veggies at that restaurant.” Then he’ll suggest sushi, and I’m like, “Oh, I don’t really feel like sushi tonight.” Then he’ll suggest going to the fajita restaurant, and I’m like, “Oh, that place is so loud.”
Even though I said I don’t care, whatever you want, it wasn’t that I didn’t care. I just didn’t take the 10 or 15 seconds it would take for me to ask, “What does my body want right now? What would feel fulfilling and satisfying? What is it that I want?” What came out of my mouth instead of doing that check was, “Whatever you want, I don’t care.” That’s what happens when people don’t do their individual work. My example is around meals, but it applies to family values. If you don’t do your individual values work, when you sit down with your spouse to do family values, you can’t advocate for anything because you don’t have that clarity. What comes out of your mouth is likely going to be, “Sure, that sounds good, whatever you want, whatever you think.”
Doing the family values work is very important, but it really starts at that individual level. Really, the thing that I like to ask people to think about when they’re starting to brainstorm is: What is weird, quirky, and extreme about you? The things that are probably a little annoying that maybe people think you’re a little irrational about: those are all strong clues that it’s tied to one of your no-matter-what values. I guarantee you, for all of my no-matter-what values and for our family no-matter-what values, we are weird, quirky, extreme, and probably a little annoying about each of those values—inner circle rolling their eyes annoying.
Yeah, for sure. One thing that I did with my kids that was really good was you can get values cards.
Yeah.
You can really do that in the community and elicit responses like, “Does this resonate,” and help facilitate the process.
Yeah, we developed our own cards. The way that we use the cards is we actually have our clients take the cards through three different passes, and what it does is it helps filter what’s important and what you care about down to what you actually take action on based on how you spend your time and your money. What do your actions say? Actions speak louder than words. You can say that something is important, but if we were to audit your calendar, would it tell us that it’s important? What if we looked at your bank accounts, your credit card statements, your Amazon purchases, where you invest, and where you carry debt? What does that say is important?
Then we take that list of those cards and filter it down even more, saying, “Okay, not only do you take action on it, but what are you willing to advocate for? What are you willing to stand up for?” When I think about my “better every day” value, I am willing to look like a fool and scream at the top of my lungs about how I think everybody should be doing this work, getting clear about who they are and what’s important to them, not only at the individual level, but at the family level. So much so that I probably look like a fool most of the time, but I can’t help but advocate for this work. I want everybody to live their best life and have the most amazing family life. I advocate for this through my actions, through my words, and through the business that we’ve built. When you think about your no-matter-what values and getting clear about that, you’re probably advocating for it, and that’s probably why people think you’re a little annoying; it’s all tied together.
Your actions always reveal what you truly value.
Can you give us some other examples? Let’s say one would be mixed families coming from different marriages where there’s some different complexity there, and the second would be a scenario where kids are out of the house, older, and maybe even starting their own families. What would you say?
Let’s start with that second question about the kids being older. What we have found is this work is really about setting your future up for success. No matter what life stage you’re in, this work still applies; it’s still important to get clear about your family’s decade dream. We literally have people that come through that have grandkids, are retired, or are empty nesters, but they still do this work because they’re trying to get clear about what the next stage of their life looks like and make the most out of that time that they have left. When your kids are older, you can engage them and do the work alongside them.
There are some really cool, amazing conversations that come out of being able to do the work with adult children. When we talk about mixed and blended families, what I really believe is a rising tide lifts all boats. You cannot—especially if you’ve got a toxic ex-spouse—change them. All you can do is do your own individual work, show up as your best self, and lead with clarity and conviction. I believe that eventually a rising tide lifts all boats. You cannot change them, but as you do your own work, the family unit is going to get better and stronger, and it’s inevitably going to lift everyone up.
I would just encourage a listener, if they’re in a mixed or blended family, to really just focus on what they can control. You cannot change somebody else; what you can do is do your work, get your clarity, not just for yourself, but at the family unit. What is important to you? What does success for you look like? Work towards that.
Tell us more about Empowered Journey and the services that you’re providing for your clients. What does the approach look like?
This work was birthed out of survival for our own family. We were just trying to not end up separated and divorced; we were workaholics, and we realized that if we did not do something different, we were going to be headed down a really dangerous path. We started grasping at straws—we didn’t have marriage mentors in our life, and we were trying to figure out, “Okay, if we want to recalibrate and do something different in our marriage, what do we do? How do we lead our family better?” What we were doing in the beginning of our relationship was not sustainable.
We were literally working 363 days a year; we had Thanksgiving and Christmas off, and we had no time for family or friends. We never made it to birthday parties or family reunions—we missed all the things. We knew we needed to recalibrate and do something different, so we started applying these simple business principles to our family. At work, we meet every week for a leadership team meeting, so Sunny and I started meeting every week and having conversations about on-the-family type stuff. At work, we are clear about our company’s goals and values, so we started doing that in our family. These things that we were doing in the business, we started applying them to the family.
What we realized was there’s a lot of ideas that translate very easily and beautifully, but there are some ideas that are really dangerous if you try to translate them into a marriage. As an example, you cannot hold your spouse accountable. I can hold my team accountable because they are my team: I hired them, they report to me. Sonny is my partner; I cannot hold him accountable if I’m trying to get him to do something, as that creates a weird relationship dynamic. When we think about goal setting within the partnership—let’s just say, hypothetically, that I set a goal to attend 12 workout classes over the course of a quarter—Sunny trying to hold me accountable sounds like: “Well, you said you’re going to do 12 workout classes, we’re halfway through the quarter, and you haven’t done a single one.”
You know what’s running through my head? I’m thinking, “Great, now Sunny thinks I’m fat.” There’s nothing good coming out of that conversation of him trying to hold me accountable to go to my workout classes. Accountability in the marriage dynamic is really dangerous; it doesn’t work. What works and what actually is helpful is support. Instead of Sunny trying to say, “Well, you haven’t gone to any of your workout classes,” the conversation would instead go: “Hey Ann, you set a goal to go to 12 workout classes this quarter. I noticed that you haven’t gone to any. What can I do this week to help you get to one class? Could I take over that work meeting for you? Could I take the kids to the park for an hour? Is there something that I can do to help you get to that class?” That’s support, and that is helpful in a relationship.
Another one that was kind of dangerous trying to pull over to the family dynamic that I want to call out because I think it’s really important is the scorecard. At work, we have scorecards and KPIs, and we check them every single week. We tried that in our relationship, and we tried really hard to make it work until our therapist was like, “You guys have to stop doing this, this is not healthy.” She was pretty much pleading with us to stop doing a scorecard because a scorecard was measuring each other, like, “Oh, well I did the dishes, so I should get a higher score in this number.” That’s not what is important. What we realized is it’s actually important to see how calibrated and aligned you are. Instead of a scorecard, we have a tool called Quick Calibration to really make sure that you’re aligned.
We brought all these business ideas over to our relationship, and what ended up happening was a pretty drastic transformation in our family. That’s when we started sharing the tools that we had built out of pure necessity for our own family with our friends, our EO and YPO forums, our colleagues, and all these other people. We did that for many years, and we eventually decided to spin it up as a business because it started becoming a full-time job just sharing these tools with people. That’s what we get to do now: share these tools with couples that really want to shift away from autopilot and get back to what matters most to their family. Oftentimes, they haven’t had the opportunity to take the time and space to define what matters most.
We help couples, give them that time and space to really check in and work with their spouse, and really strengthen those three foundational pillars: know yourself, shared vision, and intentional rhythms. Making sure that all three of those pillars are strong so that by the time they go to define their legacy statement for their family, that legacy statement is easy to define and easy to make a reality. That’s what we’re doing with our couples program at Empowered Journey: helping couples shift away from autopilot and make sure that whatever they’re building at work is worth it. Because the last thing we want is to pour everything into building what you’ve got going on at work for nothing, coming home to a difficult home life. We just want to make sure that you’re doing it for the right reason.
If you could give only one piece of advice about how people could be more intentional about their family, what would it be?
I would just say start treating your family team like it is the most important team you will ever build. Most people think that their business team is the most important team they’ll ever build, and they treat their business team like that. In reality, our family team is the most important team you will ever build. Treat that family team with the same level of intentionality, care, time, energy, and respect that you give to all of the work team and work goals. When you start shifting that mindset to “family team is the most important team,” it’ll really help you start down this path of being energized and motivated to do the work that’s required to make your family team the most important team.
Awesome. It’s been such a pleasure having you, and I really appreciate all your insights on this really important topic that we all need to do a better job at, quite frankly. If people would like to connect with you or learn more about your coaching plan, where’s the best place they can connect?
Sure. I’m on LinkedIn, and anybody is welcome to reach out. This work is our purpose work; we are incredibly passionate about it, so if anybody is listening and they have something that they’re curious about or want to chat about, I am obsessed with this work and love talking about it. Feel free to reach out to me and shoot me a message. Our website is empoweredjourney.com (m-p-o-w-e-r-e-d journey.com). Feel free to reach out to me; I love talking about this stuff, so I would be happy to engage in any conversation about it.
Awesome. Thank you so much for your time. Really appreciate it.
Dave, thank you so much for having me today. It’s been a joy.
Thanks for listening to this episode of Wealth Strategy Secrets. If you’d like to get a free copy of the book, go to holisticwealthstrategy.com. That’s holisticwealthstrategy.com. If you’d like to learn more about upcoming opportunities at Pantheon, please visit pantheoninvest.com. That’s pantheoninvest.com.
If you’ve ever wondered how the wealthy use energy investments to reduce their tax bill while generating cash flow, we just answered every question on camera. Go to pantheoninvest.com/energy to find out.