{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":300,"width":600,"title":"What the Wealthy Don\u2019t Own - on Purpose | with Jeff Kohler","description":"Most people think a trust is something you set up for what happens after you die,  but Jeff Kohler sees it differently. In this episode, Jim Oliver and Kyle Reese sit down with Jeff to explore what it actually means to live through a trust, using it as a structure for stewardship, asset management, long-range planning, and family wealth governance. Jeff explains the basic roles inside a trust and why  creating the legal documents is only the beginning. The bigger challenge? Actually operating it. Jeff shares why proper documentation and ongoing governance matter, what many trustees don't realize when they accept the role, and how Trust Office was built to make that responsibility easier to manage. Jim and Kyle connect those ideas back to Infinite Banking, ownership, and Nelson Nash's principle of thinking long range. This isn't simply a conversation about protecting what you've built. It's about becoming a better steward of it. Key Takeaways - A trust can play a role during your lifetime\u2014not only after death. - Creating a trust and properly operating one are two very different things. - Being a trustee comes with real fiduciary responsibilities that many people don't fully understand. - Infinite Banking and trust governance share a similar lesson: owning the tool isn't enough; you need to understand how to operate it. - Long-range wealth building isn't only about accumulation. It's also about intentionally stewarding what you've built for the people and generations that follow. Trust Office Resources: OwnerShift, Trust Governance & Infinite Banking Jeff's company published an article exploring the connection between the OwnerShift philosophy, trust governance, and Infinite Banking: https:\/\/trustoffice.app\/blog\/ownershift-trust-governance-infinite-banking\/?utm_source=chatgpt.com Learn More About Jeff Kohler & Trust Office https:\/\/trustoffice.app\/about You can also find Jeff's LinkedIn through his Trust Office profile above. Jeff mentions additional Trust Office resources for people who want to better understand the trustee role, including a Trustee 101 video course and trustee checklists. Connect With Jeff Kohler: jeff@socialize.video https:\/\/socialize.video\/ Chapters 00:00 Meet Jeff Kohler 01:23 Why Trusts Aren't Just About What Happens When You Die 05:15 What Is a Trust, Really? 06:53 Creating a Trust vs. Actually Living Through It 08:31 Ownership, Control & Asset Protection 11:25 Trusts as a Long-Range Stewardship Strategy 15:17 Why Documentation Matters 20:44 The Problem Trust Office Was Built to Solve 24:18 Trust Governance & Self-Governance 25:40 Inside Trust Office 28:10 Trustee Minutes & Documenting Decisions 30:04 Managing Assets Inside a Trust 33:04 Does Trust Office Create Your Trust? 38:44 Learning to Become a Better Trustee 43:07 Jeff's Best Advice 44:16 The Book That Changed Jeff's Thinking ______________________________ If you're ready to breakaway and start making real wealth, then join our free community.  Get access to new daily content, on-demand courses on how money works and Infinite Banking, a Q&A video library, reading library, worksheets, calculators, and more.   \ud83d\udc49www.breakawaywealthcommunity.com \ud83d\udd17 ","author_name":"Breakaway Wealth Podcast","author_url":"https:\/\/createtailwind.com\/","html":"