

Buddy Thomas
Financial planner and founder of Superior Planning – Family Office, author of Love, Wisdom, Money, and a specialist in customized family wealth and relationship enrichment programs for HNW and UHNW families since 1982.
Best podcasts with Buddy Thomas
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Feb 26, 2026 • 33min
76: Love, Wisdom, Money
Buddy Thomas, financial planner and founder of Superior Planning, blends psychology and wealth practice in his work. He explains the Family Fiduciary idea and why Love, Wisdom, Money must be ordered. He shares family enterprise roots, practical games for cash flow, portfolio and legacy, and how advisors can facilitate values-based family decision making.


