Behind the Mic: My Personal Finance Story

For months, I’ve been told that I should share my own story with listeners and so, for this final episode of Season Three, the tables are turned! I am interviewed by my friend and family office expert, Carolyn Cole. We dig deep into what I learned about money from my parents, from working in the field of private wealth management and, more recently, from marrying someone with greater means than myself. We reflect on whether money changes a person, the curious challenge of accepting wealth without being seduced by it, and why I’m always watching out for signs of rising “comfort inflation” in my own life. Most importantly, we discuss why I started this podcast and why I believe these conversations are so important. This is certainly the most personal episode I’ve done! Fortunately, I had in Carolyn a trusted, warm and generous host who has significant professional and personal experiences of wealth.

Carolyn Cole is Founder at Cole & Associates Family Office Strategy and Design. You can follow her on LinkedIn or visit her website www.coleandassociates.ca

Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.

Visit our website and stream episodes here:  https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu