Happy Thanksgiving week! Today, Tyler and Dexter continue our conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. For our second guest, we were honored to be joined by Brad Croy, President of CMP Corporation. Established in 1966, CMP Corporation is the world’s largest manufacturer of major brand OEM-equivalent refrigeration and air conditioning compressor parts and remanufactured compressors.
If you missed the interview with Scott Cravens, be sure to go back and give that a listen, as well!
This week, Tyler and Dexter begin a conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. We sit down with individuals from each family to discuss their unique experience and how they hope to grow and manage this wealth for future generations. First up in our conversation is Scott Cravens. Scott is the COO of Full Sail Capital and graciously agreed to kick us off. Enjoy!
George Cohlmia, an industry veteran, brings his wealth of knowledge and experience to our discussion today. He sits down with Dexter and Tyler as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but George reminds us all to focus on the things we can control and have a great team of trusted professionals surrounding you and your family. We hope you enjoy today's conversation.