First-Generation Wealth & Women’s Financial Power: Aligning Money with Purpose
The Weekly Money Clip · Evergreen Podcasts | CrossCheck Media
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Show Notes
What happens when you build wealth faster than you ever imagined?
On this episode of The Money Path, host Todd M. Schoenberger sits down with Jackie Prideaux, CFP, Lead Advisor and Partner at Brighton Jones, for a powerful conversation on first-generation wealth, women’s financial empowerment, and values-driven legacy planning.
Jackie shares insights from advising tech professionals and entrepreneurs who experience rapid wealth accumulation — but still wrestle with scarcity mindsets and emotional decision-making.
They explore:
• The psychology of first-generation wealth • Why rapid success can create financial hesitation • Preparing the next generation through financial literacy • The realities women face in wealth planning — longevity, career pauses, divorce, widowhood • Supporting widows with empathy and practical strategy • Aligning legacy plans with deeply held personal values
This episode goes beyond numbers and portfolios. It’s about confidence, clarity, and building wealth that reflects who you are — and what you stand for.
If you care about family, purpose, and financial empowerment, this is a must-watch conversation.
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