Serious Coin

Is it still harder for female founders to succeed in 2025? And what if you’re a South Asian woman from an immigrant family with no background in tech, building one of the fastest-growing fintech companies? In this episode, I sit down with Simran Kang, founder and CEO of MyFO, a leading family office software solution recently recognized by Forbes and UBS. Simran shares her journey from growing up in a traditional Punjabi family in Edmonton to launching and scaling a company that’s changing how ultra-wealthy families manage their wealth.Key Highlights:The challenges Simran faced as a female, non-technical founder raising capital in the fintech space How MyFO addresses the unique needs of family offices and wealth ownersThe spending patterns and financial concerns of ultra-high-net-worth familiesLessons from her upbringing that shaped her entrepreneurial pathThis wide-ranging conversation offers a rare glimpse into the intersection of wealth, technology, and leadership, with insights from someone who’s breaking barriers in every sense.Links and Resources:https://myfo.tech/Connect with Us:⁠⁠⁠ seriouscoinpodcast@gmail.com⁠⁠⁠Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠⁠⁠seriouscoinpodcast@gmail.com⁠⁠⁠.Thanks again for listening to Serious Coin.

Is love different when wealth is in the mix? What happens when power, money, and emotions collide in a relationship? We often talk about love in grand, universal terms— ‘over the moon in love’ ‘a relationship written in the stars.’ Don Opatrny describes the intersection of love and wealth as something much rarer… like a meteor passing by Earth. Don is a Licensed Marriage and Family Therapist who works with some of the world’s wealthiest couples. As co-founder and President of the Lovins Group, he specializes in helping families of generational wealth navigate their most important relationships. With experience serving on the Leaders Council of the Ultra High Net Worth (UHNW) Institute and on multiple family business and nonprofit boards, Don brings deep insight into the challenges that money creates in marriage and family dynamics. Wealth adds complexity to love—but it doesn’t have to break it. Listen in for insights that can help you strengthen your most important relationships.Key Highlights: Why the ability to give and receive is critical inwealthy relationships How sudden wealth can reshape our sense of belonging The shifting power dynamics in couples with major financial success The unique challenges for first-generation wealth creators in love and marriage What families of wealth can do to build stronger, lasting relationshipsLinks and Resources: To receive a copy of the 8 major challenges for wealthy couples or a copy of the Lovins’ Group gratitude practice, reach out to Info@LovinsGroup.comConnect with Us:⁠⁠ seriouscoinpodcast@gmail.com⁠⁠Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠⁠seriouscoinpodcast@gmail.com⁠⁠.Thanks again for listening to Serious Coin.

I know estate planning is not the most thrilling topic, but trust me—you don’t want to miss this one. Because having peace of mind around your estate plan one of the most important things you can do for your family and legacy – and your own peace of mind! My husband and I are in the process of updating our estate plans and what I learn I like to share.Joining me to shed light on the estate essentials is Michael Arlein, a former investment banker and now a top New York-city estates lawyer. Michael Arlein is Chair of the Trusts and Estates group law firm Patterson Belknap where he advises high net worth individuals, entrepreneurs and founders of some of today’s fastest growing companies on tax and estate planning. In this episode, Michael breaks down the essentials that every wealthy individual needs to know. Key Highlights: Best practices: what other high net worth individuals have done to better organize their affairs When your spouse (or children) should – and should not – be named executor The pros and cons of an institutional executor The most important decision to make regarding your power of attorneyDon’t put this off. Your future self (and your family) will thank you.Links and Resources:Michael ArleinConnect with Us:⁠⁠ seriouscoinpodcast@gmail.com⁠⁠Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠⁠seriouscoinpodcast@gmail.com⁠⁠.Thanks again for listening to Serious Coin.

This episode is about how to succeed in one of the mostseductive—and yet challenging—asset classes for investors: venture capital. I’m talking to financial icon, Joe Canavan about how he went from serial entrepreneur and business builder to private investor… one who’s been crushing it in the world of startups. Key Highlights: Joe Canavan’s process for investing in start-ups that has allowed him to post an 80%+ success rate The mindset shift required to move from business operator to VC investor What to look for at the capital table when you’re investing What kind of time horizons are needed for VC investing Joe’s uncommonly disciplined process for predicting trends and manifesting his personal and professional goalsJoe Canavan:Joe Canavan is an icon in the financial services industry with extensive experience as an executive, entrepreneur and venture investor. His most recent leadership role saw him leave the board of Next Canada after 9 years and become CEO. He reshaped the organization and positioned it for the future replacing himself after 2 1/2 years with his 2IC and has returned to the board. Prior to that he was charged with the responsibility of merging Aston Hill Financial and Front Street Capital, renamed LOGiQ Asset Management, which was ultimately sold to Purpose Investments.Joe has also held the positions of Chairman and CEO of Assante Wealth Management. He and his team restructured and drove Assante to all time high asset levels as a division of CI Financial.  Prior to that he founded and built Synergy Asset Management in partnership with RBC in 1997 which was one of Canada’s fastest growing asset management companies until it was acquired by CI Financial. Before Synergy, Joe founded and launched GT Global (Canada) in partnership with the Princely Family of Liechtenstein. It quickly grew to a multi-billion dollar asset management company and was awarded "Fund Company of the Year" before being sold to Invesco Trimark. As Vice President, Director of National Sales, Joe helped build Fidelity Investment Canada from $60 million to $6 billion. Joe was awarded “Person of Influence of the Decade” during the 2004 Canadian Investment Awards, was honoured as Concordia University’s “Alumnus of the Year” in 2006, and was also the recipient of the Queen Elizabeth Diamond Jubilee II Medal in 2012. Joe completed a Bachelor of Business Administration, Business at Concordia University and holds an OPM, Business from Harvard Business School.Connect with Us:⁠ seriouscoinpodcast@gmail.com⁠Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠seriouscoinpodcast@gmail.com⁠.Thanks again for listening to Serious Coin.

I sit down with the enormously engaging Matthew Fleming, a man of extraordinary accomplishments and heritage. He is a partner at multi-family office, Stonehage Fleming, a former professional All-England cricketer, a former officer in the British army and a member of the multi-generational enterprising Fleming family, whose scions include Ian Fleming of James Bond fame! As a Partner and Head of Family Governance and Succession at Stonehage Fleming, a prominent London-based multi-family office serving global families of wealth, Matthew Fleming brings professional and personal insights to help clients craft meaningful legacies that transcend generations. In this episode, Matthew delves into his upbringing within a storied family whose legacy extends from the founding of the investment bank Robert Fleming & Co. in 1873 to the cultural phenomenon of 007. He shares candid reflections on the pivotal moments that shaped him, both as a young man and as a parent, and reveals how his unique background influenced his career in family governance.Key Highlights: Growing Up a Fleming: Matthew offers a glimpse into the unique challenges and privileges of being part of a family with such a storied legacy. Career in Family Governance: Insights into how Matthew’s experiences prepared him for his role at Stonehage Fleming, where he guides families through the complexities of intergenerational wealth transfer. Life Lessons from Cricket and the Military: Lessons in leadership, discipline, and teamwork that have served him both personally and professionally. Legacy and Identity: A thoughtful discussion on the balance between honoring a family’s past and creating a future that reflects individual aspirations.Links and Resources:Matthew FlemingLearn more about Stonehage FlemingConnect with Us: seriouscoinpodcast@gmail.comSerious Coin creator and host, Kelly Willis Green is a professional money coach to affluent individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who have enjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at seriouscoinpodcast@gmail.com.Thanks again for listening to Serious Coin.

Winston Chesterfield, founder of Barton, discusses luxury for the ultra-wealthy, their spending habits, and how brands can meet their needs. Topics include high-end restaurants' empty tables, personalized luxury experiences, digital age impact, wealthy sensitivity, family legacy, and wealth management.

Winston Chesterfield, founder of Barton, discusses wealth tiers, personality traits of wealth creators, and common spending habits among the affluent. The podcast explores the characteristics of self-made ultra high net worth individuals and their preferences for luxury experiences.

Wealth creation leads to wealth management. And for many people, choosing a money manager falls outside their expertise and comfort zone. Which can lead to ill-considered choices, or a disappointing experience. Could that explain why, according to PWC, almost half of all high-net-worth investors plan to change or add wealth managers within the next two years? I’m talking with my friend Biff Matthews about factors to consider when hiring a new money manager, or assessing one you already have. Biff Matthews is a retired investment industry veteran, founder of two successful private wealth firms, writer, a former corporate lawyer and Oxford University graduate. Our conversation pulls back the curtain on the investment industry to help listeners make more informed and confident choices about who should manage their wealth. https://www.linkedin.com/in/r-b-biff-matthews-49364731/?originalSubdomain=ca https://www.theglobeandmail.com/investing/investment-ideas/article-why-is-it-so-hard-to-beat-index-funds/ https://en.wikipedia.org/wiki/A_Random_Walk_Down_Wall_Street https://www.goodreads.com/book/show/110672.The_Only_Investment_Guide_You_ll_Ever_Need https://longviewassets.com/ 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

Christina Sorbara discusses growing up in a wealthy family, advocating for herself in the family business, preparing the fourth generation, and discussing money with her kids. Host Kelly Willis Green brings a personal and professional perspective to wealth management conversations.

Matthew Wesley, advisor to ultra-high-net-worth families, discusses how much wealth to pass on to kids, the importance of preparing heirs, the problems with tax-driven estate planning, and challenges in intergenerational wealth transfer. The podcast delves into balancing inheritance and responsibility, defining wealth's purpose, and navigating generational transitions.