Wealth of Wisdom Podcast
1) Assessing Your Family's Financial and Family Management Needs
In this episode of the Wealth of Wisdom podcast series, Keith Whitaker speaks with Scott Hayman and Tom McCullough, co-founders of Northwood Family Office. Scott and Tom share the inspiring story of h...Show More
2) Enhancing Family Wealth Conversations
In this episode of the Wealth of Wisdom podcast series, Tom McCullough interviews co-author Keith Whitaker of Wise Counsel Research. Tom and Keith reflect on their collaborative journey, the impact of...Show More
3) Achieving New Insights and Possibilities through Generative Dialogue
In this episode, Michelle Osry discusses how she used Otto Scharmer's Generative Dialogue framework to help a stuck family improve their communication. The framework includes four conversational field...Show More
4) Learning From Your Money History and Writing a New Story
In this insightful chapter of the Wealth of Wisdom podcast, Jill Shipley delves into the impact of our money history on our current financial behaviors and attitudes. She emphasizes the importance of ...Show More
5) How Powerful Are Your Questions?
In this episode, Tom McCullough, and Ian McDermott explore the incredible power of questions and how they shape our thinking and conversations. Ian illustrates the profound impact of framing questions...Show More
6) Helping Families Move Up the Philanthropic Curve
In this podcast episode, Leslie Pine explores the world of family philanthropy and introduces the TPI Philanthropic Curve, a tool to assess philanthropic journeys. She outlines the six levels of the c...Show More
7) Is Your Infrastructure Resilient?
In this episode, Natasha Pearl highlights the importance of personal and administrative infrastructure for wealthy individuals and their advisors. Using the example of "Mr. Bluebird," she illustrates ...Show More
8) Developing a Family Wealth Education Plan
In this episode, we delve into Dr. Kirby Rosplock's insights on developing a family wealth education plan, highlighting the journey from financial parenting to engaging adult family members with innov...Show More
9) Finding an Advisor Who Will Help Your Family Thrive for Generations
In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right advisor to ensure a family's long-term prosperity. They highlight key considerations including firm cult...Show More
10) Democratizing Family Decision-Making
In this engaging podcast episode, co-host Keith Whitaker and Barbara Hauser explore the concept of democratizing family decision-making to avoid conflicts and foster fairness within families. Drawing ...Show More