When Kim White unexpectedly inherited money from her father, she found herself grappling with an unexpected emotion—guilt. Burt and Kim spent their lives working hard, living modestly, and saving diligently, so they had to adjust to the idea of having “extra” money.
In this heartwarming conversation, Kim describes how her initial guilt gradually evolved into a purposeful passion for giving. She explains the emotional steps she took to embrace her inheritance, ultimately channeling her resources into causes she cares deeply about and providing extra gifts to her children, allowing her to witness the benefits in her lifetime.
You’ll hear the story of how they met as teenagers in Taiwan and how their shared childhood as military brats shaped who they are today. We discussed their many adventures, lessons learned from decades of marriage, and the wisdom they’ve gained about money, generosity, and relationships.
By the end, Burt and Kim’s story will undoubtedly inspire you to think about what truly matters and how to live a life that’s both meaningful and fulfilling.
KEY TAKEAWAYS
- Introducing Burt & Kim White
- How Burt & Kim Met.. in Taiwan
- Growing Up as Military Brats Around the World
- How Kim Found Her Calling with Special Education
- Raising Kids in the 90s vs Today
- Lessons Learned from Parents About Money
- Favorite Memories From Raising Their 2 Boys
- Opposites Attract: Finding a Balance in Marriage
- Biggest Regrets About Saving & Not Spending Money
- Replacing Guilt with Charitable Giving
- A Fulfilling Retirement with Purpose & Making a Difference
- Rapid Fire with Burt & Kim’s Favorite Things
SELECTED LINKS FROM THE EPISODE:
- Quicken
- Science Olympiad
- Greater Horizons
- Boxes of Love for the Homeless
- Rick Springfield
- Garth Brooks
- Faith Hill
- Tim McGraw
- George Strait
- Bob Hope
- Market Basket
INSPIRING QUOTE
- “I would’ve never retired if they didn’t make me. My retirement from air traffic control, they forced me out ’cause I loved what I was doing.” – Burt White
- “When I ended up inheriting stock, my father said to me, ‘You need to reinvest it, because if you never had it, then you don’t need it.’ And so that’s what we did.” – Kim White
- “Sometimes it’s hard to be kind when people are not kind to you, but you still have to be kind to them. And maybe they’ll think back to the time that you met them and they’ll change their ways.” – Kim White
- “ I think if she could take all the money we had and just dumped it into something, she would be happy. At Christmas time, she starts writing checks and you just see the smile on her face when she’s sitting at the computer giving away money..” – Burt White
- “I told my kids that we were going to try to give them money every year or whenever they need something just so that they can use it, and we can see it while we’re all alive versus just when we die.” – Kim White
DISCLOSURE
Arcadia Wealth Management, LLC (Arcadia) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The information presented in this video is for educational and informational purposes only and is intended for a broad, general audience. It is not intended as, and should not be construed as, an offer, solicitation, or recommendation to buy or sell any securities or to adopt any investment strategy. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, philosophies, or client experiences are illustrative and may not be representative of all clients or outcomes.
This episode features a client engaged with Arcadia as of this recording, who is sharing their personal experience. Their opinions are their own and do not necessarily reflect the views of Arcadia. This client received a token of appreciation of nominal value for their participation. They were not promised or provided additional compensation, preferential treatment, or investment advice for appearing.
Arcadia Financial has a reasonable basis to believe that this content does not include any false or materially misleading statements and presents information in a fair and balanced manner. No portion of this communication should be construed as tax, legal, or accounting advice. Please consult your own tax or legal professional for guidance specific to your situation.
Investment advisory services are provided through Arcadia Wealth Management, LLC, an SEC-registered investment adviser. Insurance products and services are offered through Arcadia Financial Group, LLC, by appropriately licensed agents. Bookkeeping and tax preparation services are provided by Arcadia Tax, LLC. These affiliated entities operate independently but are under common ownership.
