Mar 21, 2023
In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews management and organizational consultant, Barton Parrott. Keith and Bart discuss Bart’s chapter - Finding What’s Next for Your Family - which helps families find "what's next" after a significant change (sale of business,...
Mar 16, 2023
In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews Family Advisor and Author, Matthew Wesley. Tom and Matthew discuss his chapter - Gamechanging. They discuss family keystone habits, the importance of identifying them, and how gamechanging causes cascading effects through...
Mar 6, 2023
In this episode of the Wealth of Wisdom podcast series, co-editor Keith Whitaker interviews Linda Bourn. Keith and Linda discuss her chapter - Undertaking a Family Risk Assessment - this chapter provides an assessment tool that can help identify family’s risk landscape and help provide insight into unique risks...