Ranked #1
The Key Elements Of A Successful Wealth Transfer
The Key Elements Of A Successful Wealth Transfer
Today we’re talking to Lori Coonen. Lori is a Family Legacy Coach and Heritage Design Professional. She has worked with ... Read more
9 Sep 2021
•
28mins
Ranked #2
I Inherited Money At Age 20 And Gave It All Away
I Inherited Money At Age 20 And Gave It All Away
Today we’re talking to an academically trained philosopher who inherited money and gave it all away. Jeremy Sherman desc... Read more
3 Sep 2021
•
21mins
Ranked #3
Keep Your Wealth in the Family with Legacy Planning
Keep Your Wealth in the Family with Legacy Planning
Today we’re talking to Cindy Arledge, who is the author of four best-selling books: · Curse of Inheritance· ... Read more
25 Aug 2021
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23mins
Ranked #4
Overcoming Imposter Syndrome
Overcoming Imposter Syndrome
Today we’re going to talk about Imposter Syndrome. I recently ran across Tara Halliday, a holistic therapist and coach f... Read more
29 Jul 2021
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17mins
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Ranked #5
Healing Your Relationship With Money
Healing Your Relationship With Money
In this podcast, we talk to Morgana Rae, who is regarded to be the world’s #1 authority on relationships with money. Her... Read more
29 Jul 2021
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52mins
Ranked #6
Ending Generational Poverty Through Entrepreneurship
Ending Generational Poverty Through Entrepreneurship
In this podcast, Mike Zolno and I talk to economist and entrepreneur John Meese about generational poverty and how entre... Read more
19 Jul 2021
•
32mins
Ranked #7
Integrity and Honesty: Teaching Your Children Their Inheritance Story
Integrity and Honesty: Teaching Your Children Their Inheritance Story
In this podcast, we continue our conversation with Stacy Derby about the importance of sharing family stories to help fa... Read more
7 Jun 2021
•
39mins
Ranked #8
Estate Planning: Equity vs. Equality
Estate Planning: Equity vs. Equality
In this podcast, family business advisor Mike Zolno, my legal assistant Alexandra and I discuss the differences between ... Read more
13 May 2021
•
25mins
Ranked #9
Donor Advised Funds and Selling a Business
Donor Advised Funds and Selling a Business
In this podcast, we talked to Tiffany House, who calls herself a concierge for helping wealthy business owners going thr... Read more
12 May 2021
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24mins
Ranked #10
Legacies Through Storytelling
Legacies Through Storytelling
In this podcast, we talked to Stacy Derby of Bind These Words who helps families write their stories. She works to prese... Read more
12 May 2021
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28mins
