FREE BOOK: Raising Money-Wise Kids | Ted Oakley
Lifetime learnings from an advisor to high net worth families
Do you care about raising financially & emotionally resilient kids?
Especially if you have family wealth you plan to one day pass down to them?
Ted Oakley of Oxbow Advisors just authored Second Generation Wealth, a short but practical book on the subject which I really enjoyed.
Here are Ted’s own words on why he wrote it:
Second Generation Wealth identifies the best practices for properly preparing your children to inherit wealth, manage it responsibly while maintaining their self-worth, and foster a promising family legacy.
True to his firm’s mission of investor education, Ted is making the book available for free to anyone who wants a copy.
If interested, you can request your copy by clicking here or on the button below:
And if you’re an affluent investor who would like to have a free wealth consultation with Ted/Oxbow, you can request one by clicking here or on the button below:
I hope you find free, practical resources like this book helpful.
If so, I’ll endeavor to share more with you in the future, sparingly and when relevant.
cheers,
Adam
Thoughtful Money LLC is a Registered Investment Advisor Promoter.
We produce & distribute educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.
We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.
IMPORTANT NOTE: There are risks associated with investing in securities.
Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.
A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.
Copyright © 2025 Thoughtful Money LLC. All rights reserved.



Hi Adam. Is this book available digitally to read it in my kindle ? I live in Mexico. Regards
Thank you for the chance to get the book. It will be a nice part of the membership if you can secure a deal with your guests to give a free copy of their book to only your paid subscribers. Just an idea. Or at least some of them. Or maybe only the books you think it is worth it. This way we can filter the ones you don't think will add value or be too complicated for the average Joe.