SHOW / EPISODE

Most Families Lose Their Wealth in One Generation — Here’s How to Stop It

11m | Oct 13, 2025

Book a strategy session with the team: https://www.cofieldspeaks.com/optinxdx5e5vf?el=video2Most people spend their entire lives building wealth — only for their kids to lose it.In this episode, Carter Cofield breaks down the most powerful wealth strategy of the 1%: Buy. Borrow. Die. It’s how the wealthy build tax-free, debt-free wealth that keeps growing — even after they’re gone.You’ll learn how billionaires like Elon Musk and Jeff Bezos use this exact playbook to access millions in cash while paying zero taxes… and how you can apply the same principles to protect your family’s future.From step-up in basis to life insurance leverage, this episode walks you through how to make your money outlive you — and finally build the kind of generational wealth that lasts forever.If you’re serious about building a legacy, this might be the most important video you ever watch.Chapters0:00 Introduction to buy, borrow, die strategy1:03 Mindset differences on purpose of money2:31 Buy: acquiring appreciating assets3:01 Borrow: accessing cash tax-free via loans4:11 Die: step up in basis and tax benefits6:08 Using life insurance to cover debt7:18 Real client example of strategy success10:13 Encouragement to apply strategy

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Tax Free Living w/ Carter Cofield
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