Exchanges with Evan Lucas: A Century of Money Making

Rob Carson featured as the guest on the podcast "Exchanges with Evan Lucas".

Click the links below to watch on You Tube or via Podcast.

This week on "Exchanges with Evan Lucas", Rob Carson Founder of Canopy East joins us to explore the evolving landscape of financial advice in Australia, highlighting a shift toward a more holistic, family-centric approach. We discuss the growing importance of addressing intergenerational wealth transfer, understanding family dynamics, and encouraging open conversations about money.

Podcast

You Tube

We also jump into the regulatory challenges facing advisers, the role of fixed income in long-term planning, and the social stigma often tied to family financial support.

Follow Rob Here:

LinkedIn:   / robertjmcarson  

Website: https://www.canopyeast.com.au/

Instagram:   / canopy_east  

Follow Evan Here:

LinkedIn:   / evan-lucas-44a25316  

Instagram:   / evanlucas_  

Website: https://evanlucas.com.au/

Chapters

00:00 The Evolution of Financial Advice

03:00 Holistic Wealth Management

06:01 Intergenerational Wealth Transfer

08:59 The Role of Fixed Income in Wealth Planning

12:13 The Bank of Mum and Dad

14:46 Family Dynamics and Wealth

18:07 Conversations About Money

21:03 The Importance of Family Values

24:01 Final Thoughts on Family Wealth