Serious Coin

Dominic Volek from Henley & Partners discusses the trend of wealthy individuals acquiring multiple passports through investment programs for safety and mobility. They explore the motivations, financial aspects, and global opportunities of possessing dual citizenship, emphasizing the importance of responsible wealth management. The podcast delves into the complexities and benefits of diversifying assets with a portfolio of passports in the current global landscape.

Lotte Davis always knew she’d be successful. But what she didn’t expect was that she’d find the greatest reward for her financial success in helping other people. Lotte and her husband, John founded professional hair care company, AG Hair in the basement of their Vancouver home in 1989 and built it into a multi-million dollar business servicing thousands of salons around the world. Having achieved financial independence, Lotte decided to channel the “entrepreneurial juices just seeping from my pores” to start-up a venture in the philanthropic sector. She founded One Girl Can, an education charity that would change the lives of thousands of Kenyan young women and become the most defining work of Lotte’s life as well.  This episode is a candid conversation about Lotte’s roller coaster journey of building two successful ventures in completely different fields. You’ll hear how she and John navigated the effects of the pandemic, which nearly devastated their business but ultimately became the springboard for a new period of growth -- as well her unique perspective on wealth, spending, and how she taught her daughters to have a healthy relationship with money. One Girl Can AG Hair TD Wealth Women and Philanthropy Report 2023 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

Dr. Michele Borba, a renowned child expert, discusses how affluent families can avoid entitlement traps and raise thriving kids. She highlights the 7 character strengths of thriving kids, the importance of self-confidence over self-esteem, signs of entitlement in children, and the role of grandparents in child development.

Today I’m in conversation with Jim Hayhurst, an award-winning CEO, community leader, investor, board member and advisor to impactful companies and non-profits. We’re talking about a modern approach philanthropy – why Jim says the charitable sector is ripe for disruption and why donors need to think differently about where and how they direct their giving. Jim’s approach to philanthropy embraces innovation and risk. It looks more like venture philanthropy – or “philanthropreneurism” as it’s been called – and less like traditional charity and cheque writing. He should know. Jim was born into a highly entrepreneurial family and that DNA is embedded into everything he’s done over his 30-year career, Jim has helped build five companies with operations on four continents, he’s raised millions in both venture and charitable funding and, in 1992, he and his late father, Jim Hayhurst, co-founded their own charity, Trails Youth Initiatives. We also learn about Jim’s personal story – growing up in a storied family and how he developed his own identify outside of being Jim Hayhurst Jr. This episode offers great insights for entrepreneurs who have had or are planning an exit, for donors both emerging and experienced, and for non-profit leaders of large and small-scale organizations. Visit: https://trails.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

Join tax lawyer Charles Lowenhaupt and wealth management expert Don Trone as they discuss the traps of wealth, successful family wealth management across generations, and the roadmap to freedom from wealth. Explore the impact of aging on wealth perception, purpose of wealth, and the importance of passing down philanthropic values to future generations.

We all know money doesn’t buy happiness. But how do you explain the fact that wealthy people are three times more likely to struggle with addiction than the average population? Why are children raised in affluent homes at significantly higher risk of mental health problems than their lower income peers? Today’s episode explores the ways in which wealth can impact mental health. My guest is Jan Gerber, founder and CEO of Paracelsus Recovery. Paracelsus is the world’s most exclusive addiction and mental health treatment centre, providing discretion and luxury for an international clientele of world leaders, royal families, titans of tech, A-list actors and athletes. In our conversation, Jan explains the concepts of ‘imposter syndrome’ and ‘affluent neglect’ and how they lead to mental health ailments. We also discuss the important mind-body-spirit connection to mental health. There were lots of great lessons for all of us. 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

Jennifer Risher, author of We Need to Talk: A Memoir about Wealth, discusses her journey from feeling intimated by investment discussions to becoming an empowered investor. She also shares her path to becoming a passionate philanthropist and launching #HalfMyDAF. The conversation explores parenting in a wealthy home and the evolving perception of money.

How much does life-changing money actually change your life? In today’s episode, I explore that question in conversation with Jennifer Risher, a beneficiary of the 1990s dot com boom. By their early thirties, Jennifer and her husband, David had earned tens of millions of dollars – with no preparation on how to handle it. Jennifer wrote about her experience – with voices of others in her demographic – in her book, We Need to Talk: A Memoir about Wealth. In our conversation, Jennifer and I discuss the mixed emotions around coming into money and its impact on identity, relationships and one’s place in the world.  She told me about the money messages she received growing up and working at Microsoft, including from Bill Gates himself. Despite her initial feelings of guilt, shame and a desire to keep her wealth hidden, today Jennifer has moved into a position of purpose and power, using her wealth to drive positive change the world. She is an investor, philanthropist, speaker and, together with her husband, creator of #HalfMyDAF, a concept to inspire more giving. www.jenniferrisher.com www.halfmydaf.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

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

This candid and eye-opening episode dives deep into the emotional aftermath of selling a business. My guest, entrepreneur, Stuart Wolff knows firsthand the rollercoaster of emotions that comes with selling a successful business. In 2013, Stu sold the company he founded, The Wolff Group – a sales and marketing agency for food manufacturers that had operations in 10 U.S. states and was doing a billion dollars in annual revenue when he and his partner sold. With raw and honest insights, Stu reveals his personal experience of post-sale reality, from the elation of transformational wealth to the profound sense of loss and identity crisis that often follows. Today, a business coach to entrepreneurs and Chair of a Tiger 21 Group in the Detroit area, Stu shares a depth-of-knowledge and observations he has gathered about the unspoken truths of post-sale life for founders and their families. We talk about the strain the post-sale reality can put on friendships and marriages – and he shares valuable advice for anyone considering selling their business or supporting someone who has. Whether you're an entrepreneur, advisor, or simply curious about the emotional realities of selling a business, this episode is a must-listen. You can learn more about Stu Wolff’s business coaching practice using a conceptual framework known as  EOS - the Entrepreneurial Operating System at https://www.wolffleadershipllc.com/ Tiger 21 is an international networking and peer-to-peer learning community for people who have liquid assets of $20 million or more. to learn more – or to download their report Life After Selling A Business – visit www.tiger21.com Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing executive 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