
Ep 70: The Hidden Playbook of the Wealthy: Estate, Taxes & Leadership with Shannan Terale
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About this listen
🎙️ Lightspeed Investing Podcast — Episode 70 Now Live
"From High Income to High Ownership" with Shanan Terale (Part 2 & 3)
Back by demand, I’m joined again by powerhouse attorney and wealth advisor Shanan Terale, where we go deeper into what most high earners never hear behind closed doors.
💡 In this episode, Shanan breaks down the real frameworks used by family offices and ultra-high net-worth families to build and protect generational wealth — and why most professionals never get access to this level of advice.
🎯 We cover:
🔹 Why the wealthy play by different rules (and how you can too)
🔹 How traditional advisors fall short (and how to build your own "lean family office")
🔹 A 3-phase roadmap: Mindset, Strategy, De-risking
🔹 Estate planning blind spots costing families time and legacy
🔹 Tax truths most internet gurus miss — and what actually moves the needle
🔹 And the hidden muscle behind financial leadership: intentional wealth design
Shanan’s insights are sharp, grounded, and practical — and the best part: she’s offering access to her Mindful Money Attorney Workbook and newsletter to go deeper.
📌 Connect with her at 🌐 www.shananterale.com
📺 Watch the full episode on LinkedIn
🎧 Also on YouTube YouTube
Whether you’re a business owner, high-income professional, or someone looking to stop being just a number on someone else’s balance sheet, this episode will shift how you view money, risk, and your future.
Let’s build smart. Let’s build free.
🤝 Ready to Share Your Story on Lightspeed Investing Podcast?
📅 Schedule your call with our host, Philip:
📞 https://calendly.com/lightspeedinvesting
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