Nov 30, 2022
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...
Nov 25, 2022
In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews founder and managing partner of Wealthbridge Partners, Ellen Miley Perry. Keith and Ellen discuss her chapter on the four profound questions families should ask for a pathway to deep connection, emotional intimacy, and a...
Nov 16, 2022
In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews James Grubman. Keith and James discuss James' chapter - Understanding the True Goals of Wealth Preparation - and how this chapter provides an exercise for families of new wealth that puts things into perspective, revealing what...
Nov 7, 2022
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...
Nov 3, 2022
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...