Sep 26, 2023
In this week’s episode, Tom McCullough talks with Kofi Hope and Zahra Ebrahim about the Identity Wheel, a tool that helps individuals explore different dimensions of their identity and understand the power dynamics connected to them. Through personal reflection and group discussions, we examine how our self-perception...
Sep 18, 2023
In this episode, Keith Whitaker and Courtney Pullen discuss the "Stages of Wealth Integration" that help individuals and families explore their relationship with wealth. It encourages self-awareness, conscious choices about behavior with wealth, and alignment with values, ultimately fostering empowered...
Sep 12, 2023
In this episode, Tom McCullough and Jim Garland delve into the story of the Jeffrey family and their investment education seminars. The Jeffrey Company, a family-owned business, created a private mutual fund and conducted seminars to educate family members on their unique investment objectives. These seminars aimed to...