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Episode #69 How the Rockefeller Waterfall Method Really Works (And How to Use It for Your Family)
Most families never really plan for what happens after they’re gone—not because they don’t care, but because the legacy conversation feels uncomfortable and easy to avoid. In this episode, I break down the Rockefeller “Waterfall Method” in simple terms and show how they’ve used whole life insurance and a family trust to grow and transfer wealth for generations. We walk through the key roles in a policy and a trust, how Amanda and I are structuring this for our own family, and why your trust isn’t “set it and forget it” but a living system that needs clear rules and ongoing stewardship. If…
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