<p>What does it mean to design a family legacy with intention? And how do you make sure that legacy is rooted in faith? </p><p>Today, we’re talking about the legacy you’ll leave behind—and how to shape it while you still can. Jan Thompson joins us to share how you and your family can ensure your faith is reflected in what you leave behind.</p><p>Jan Thompson is a Certified Financial Planner (CFP®), a <a href="https://kingdomadvisors.com/">Certified Kingdom Advisor (CKA®)</a>, and the co-founder of <a href="https://onedegreeadvisors.com/">One Degree Advisors</a> with over 30 years of experience in financial planning, where she specializes in purposeful financial planning, investment management, and multi-generational legacy coaching. </p><h3>Legacy Is More Than Money</h3><p>When people hear the word “legacy,” most think of money or assets passed down after death. But that’s only one part. Here are five interconnected aspects of legacy:</p><ol><li><strong>Financial Legacy –</strong> Assets and resources passed on to the next generation.</li><li><strong>Personal Legacy –</strong> Your character, life choices, and how you’ll be remembered.</li><li><strong>Family Legacy –</strong> The stories, traditions, and values shared through generations.</li><li><strong>Business or Ministry Legacy –</strong> The mission, culture, and influence of your work.</li><li><strong>Kingdom Legacy –</strong> The eternal impact of your life through faith, generosity, and gospel-centered living.</li></ol><p>When families neglect the non-financial elements, their wealth is often left without context, and that’s when legacies tend to fail. The legacy failure rate is alarmingly high when these pieces are missing.</p><h3>Wisdom Before Wealth</h3><p>The largest wealth transfer in history is currently underway, but statistics indicate that wealth rarely lasts beyond three generations. Why? Here are three reasons:</p><ol><li>Lack of trust and communication.</li><li>Unprepared heirs.</li><li>Absence of shared values or a clear family vision.</li></ol><p>Wealth is a valuable tool, but without wisdom and unity, it often leads to division. Psalm 78:5–7 provides a beautiful framework for legacy planning across generations:</p><p><i>“He established a testimony in Jacob… that they should teach them to their children, that the next generation might know them… so that they should set their hope in God…”</i></p><p>These verses highlight three keys to a lasting legacy: remember God’s works, share your stories, and live in obedience. Whether through blessings or mistakes, we encourage families to reflect on the ways God has been present in their journey and to discuss it openly.</p><h3>Practical Tools and Resources</h3><p>To help families start this process, you can join a weekly email list at<a href="http://somewhereonpurpose.com"> SomewhereOnPurpose.com</a> that will provide you with simple actions to take toward building a meaningful legacy.</p><p>Remember, legacy doesn’t build itself—intentional steps must be taken. And while many families delay because they don’t know where to start or feel too busy, procrastination is the “silent killer” of strong legacies.</p><p>Start today. Expose your family to serving others. Take a mission trip. Engage in a local service project. Let them see the joy of generosity firsthand.</p><h3>Become a FaithFi Partner</h3><p>Right now, more people than ever are looking for biblical wisdom to navigate their finances. When you become a <a href="https://www.faithfi.com/give">FaithFi Partner</a>, you help equip believers to trust God and steward His resources for Kingdom purposes.</p><p>As a Partner, you'll receive:</p><ul><li>Early access to <a href="https://www.faithfi.com/shop">new resources</a></li><li>A print subscription to our <a href="https://www.faithfi.com/give"><i>Faithful Steward</i></a> magazine</li><li>The Pro version of the <a href="https://www.faithfi.com/manage">FaithFi app</a></li></ul><p>Join with your gift of $35/month or $400/year at <a href="http://faithfi.com/Partner">FaithFi.com/Partner</a>.</p><p>Together, we can help more families leave a legacy that reflects their faith, not just their finances.</p><h3>On Today’s Program, Rob Answers Listener Questions:</h3><ul><li>My aunt was a generous giver throughout her life, but she now has dementia and is in full-time care, which is becoming increasingly expensive. As her guardian, what’s the responsible way to honor her lifelong heart for generosity while also making sure her care needs are fully met?</li><li>A good Christian friend of mine is buried in debt. I’ve tried to encourage him to experience the freedom of living debt-free, but I’m running out of ways to motivate him. Any advice?</li></ul><h3>Resources Mentioned:</h3><ul><li><a href="https://faithfi.com/give">Faithful Steward: FaithFi’s New Quarterly Magazine (Become a FaithFi Partner)</a></li><li><a href="https://www.amazon.com/Your-Money-Counts-Biblical-Investing/dp/1414359497/ref=sr_1_1?crid=A3GJP9LIQITT&amp;dib=eyJ2IjoiMSJ9.mSJhGi6q9nhjV8870pj8_YEHCjFK68KI8FTIlX0IDyR5hGh7hEbT6H_gUE04fYVHptClDxeRa0lTR2l8XA9s9Fn4pWYWswVnttf3MoqxqQmmXrK2fOmEWGAkqOWZaTsZ_KhO3VgD_1pRTBTlnTjSMw.3zXc8AhIzTC8agBuiuucexeYPkIpQn_MNWvI8r82wD0&amp;dib_tag=se&amp;keywords=Howard+Dayton+your+money+counts&amp;qid=1750887000&amp;sprefix=howard+dayton+your+money+counts%2Caps%2C100&amp;sr=8-1">Your Money Counts: The Biblical Guide to Earning, Spending, Saving, Investing, Giving, and Getting Out of Debt by Howard Dayton</a></li><li><a href="http://somewhereonpurpose.com">SomewhereOnPurpose.com</a></li><li><a href="https://onedegreeadvisors.com/">One Degree Advisors</a></li><li><a href="https://www.faithfi.com/shop/wisdomoverwealth">Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money</a></li><li><a href="https://www.faithfi.com/sparrows">Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety</a></li><li><a href="https://www.faithfi.com/rtg">Rich Toward God: A Study on the Parable of the Rich Fool</a></li><li><a href="https://www.faithfi.com/find">Find a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)</a></li><li><a href="https://www.faithfi.com/manage">FaithFi App</a></li></ul>
<p><p>Remember, you can call in to ask your questions most days at (800) 525-7000. Faith &amp; Finance is also available on the <a href="https://www.moodyradio.org/programs/faith-and-finance/">Moody Radio Network </a>and <a href="https://afr.net/podcasts/faith-finance/">American Family Radio</a>. Visit our website at <a href="https://www.faithfi.com/">FaithFi.com </a>where you can join the FaithFi Community <a href="https://www.faithfi.com/give">and give </a>as we expand our outreach.</p></p>

FaithFi

Faith & Finance is a daily radio ministry hosted by Rob West. The program offers a practical, biblical and good-natured approach to managing your time, talents and resources.

Faith & Finance with Rob West

What does it mean to design a family legacy with intention? And how do you make sure that legacy is rooted in faith? 

Today, we’re talking about the legacy you’ll leave behind—and how to shape it while you still can. Jan Thompson joins us to share how you and your family can ensure your faith is reflected in what you leave behind.

Jan Thompson is a Certified Financial Planner (CFP®), a Certified Kingdom Advisor (CKA®), and the co-founder of One Degree Advisors with over 30 years of experience in financial planning, where she specializes in purposeful financial planning, investment management, and multi-generational legacy coaching.

Building a Family Legacy That Lasts with Jan Thompson

FaithFi: Faith & Finance | Jul 1, 2025

Show Notes

Where Faith Meets Finance

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