Rockefeller Wealth, Healthspan Money, and the Mindsets of Generational Freedom with Brock Fortner

In this episode of Ageless Future, Regan Archibald sits down with wealth strategist Brock Fortner of Stone Century Financial to unpack how optimized health and intelligent money systems work together to create a truly ageless life. Brock explains the key differences between the Vanderbilts and the Rockefellers, why most family wealth disappears by the second or third generation, and how tools like trusts, permanent life insurance, and “family constitutions” can preserve both wealth and values for 365 years or more. They dive into tax strategy, the IRS “playbook,” cash-flow engines, whole life as a family bank, and the power of living in the “gain” instead of chasing a retirement nest egg. Along the way, Brock shares his three core wealth mindsets—genuine curiosity, stewardship over ownership, and generosity—and offers listeners a free copy of What Would the Rockefellers Do? to start redesigning their own financial legacy.

Brock Fortner is the founder of StoneCentury Financial and a trusted advisor to high-income families, entrepreneurs, and top investors across the country. A Nashville native, he holds degrees in risk management and insurance, and a masters of finance from Vanderbilt University, and specializes in advanced wealth-building strategies using cash value life insurance, the Rockefeller Method, and private wealth principles. Brock is known for turning complexity into clarity and helping clients build systems that accelerate financial independence. He wrote the foreword to What Would The Rockefellers Do? and works closely with elite communities like The Lifestyle Investor and Tribe of Investors.

BROCK:
Website: https://stonecenturyfinancial.com/
Linkedin: http://www.linkedin.com/in/brockfortner
Get a copy of Brock's book! https://stonecenturyfinancial.com/book

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