Wealth of Wisdom

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews the Chair & Co-founder of Silver Sherpa Inc., Susan Hyatt. Tom and Susan discuss Susan's chapter - Building a Smart Aging Plan. They discuss 'Smart Aging' and how to incorporate health and personal care into your financial retirement plan to live your best 'third act'. Susan gives her advice on the best time to discuss this plan with your loved ones and other great examples.

Ellen Miley Perry, a strategic advisor, discusses four profound questions families should ask for emotional intimacy and familial well-being. Topics include navigating advisor-family dynamics, handling transitions, and enhancing family connections through thoughtful questions.

James Grubman, a wealth preparation expert and co-author, shares insights on effective wealth management strategies. They discuss the psychological aspects of wealth transition and the generational dynamics that impact families. Grubman emphasizes the importance of clear roles within families and open communication about wealth responsibilities. He highlights the necessity of education on trusts and proactive planning. Finally, the conversation stresses collaboration among family members as essential for navigating the complexities of wealth.

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews family, business and legal consultant Josh Kanter. Tom and Josh discuss Josh's chapter - Creating a Family Owner's Manual - and how this practice can help track key family information, identify blind spots, and educate family members and advisors.

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews the founder and owner of illumination360, Kristin Keffeler. Tom and Kristin discuss Kristin's chapter - Tapping Character Strengths to Move Families Forward - and how this chapter provides the tools to measure, apply and recognize character strengths amongst family members. Kristin discusses "strength spotting" and provides an example of a client and his family that applied this exercise resulting in a heartfelt moment of true connection.

In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews Josh Baron and Rob Lachenauer on their chapter 'Deciding If You Should Join the Family Business'. Josh and Rob discuss their assessment tool in their chapter that will help articulate what’s driving one's decision.

In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews Andrew Doust founder of Plenitude Partners and co-founder of Kore Venture. Keith and Andrew discuss Andrew's path to advisory work, how he helps families flourish, and his chapter that discusses the practice of a 'College Send-Off Ritual' for all generations in the family.

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews John A. Warnick. Tom and John A. discuss his chapter, the practice of giving your trust a heart and soul that is a reflection of you, and the benefits it will bring to your family.

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews Dr. Jamie Traeger-Muney. Tom and Jamie discuss her practice of “creating your future now”. Instead of just thinking about what you want, if you ask your brain to visualize it as if it has already happened, you have a far greater ability to envision your future.