Wealth of Wisdom
By Tom McCullough
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Category: Investing
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Episodes: 94
Description
Welcome to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, ‘Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask’ written by Tom and his co-author Keith Whitaker. The book features insights from more than 50 of the world’s top thinkers and practitioners in the family wealth field and each podcast episode features an interview with a different contributor to the book.
| Episode | Date |
|---|---|
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Finding an Advisor Who Will Help Your Family Thrive for Generations
|
Apr 24, 2024 |
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Democratizing Family Decision-Making
|
Apr 03, 2024 |
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Expectations versus Agreements
|
Mar 21, 2024 |
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Creating Internal Controls and Policy and Procedures for a Family Office
|
Jan 31, 2024 |
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Making Better Decisions by Telling Stories That Have “Already Happened”
|
Jan 15, 2024 |
|
Understanding Advisors' Fees
|
Dec 05, 2023 |
|
Creating an Ethical Will
|
Nov 21, 2023 |
|
Practical Tools for Building Healthy Families
|
Nov 07, 2023 |
|
Hats Off to You!
|
Oct 25, 2023 |
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Finding a Philanthropic Focus and Integrating the Rising Generation Perspective
|
Oct 02, 2023 |
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Understanding Identity and Social Power
|
Sep 26, 2023 |
|
Stages of Wealth Integration
|
Sep 18, 2023 |
|
Investment Education for Family Members
|
Sep 12, 2023 |
|
Values that Matter
|
Aug 22, 2023 |
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Identifying Actionable Values for Family and Enterprise & Strengthening Your “Family Factor” to Deconstruct Conflict
|
Aug 15, 2023 |
|
A Framework for Family Wealth and Well-Being
|
Aug 08, 2023 |
|
Constructing an Investment Portfolio to Support Family Goals
|
Aug 01, 2023 |
|
Monitoring Financial Capital with the “Four Horsemen” Graph
|
Jul 18, 2023 |
|
Using Genograms to Understand Family Patterns
|
Jul 10, 2023 |
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Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise
|
Jul 04, 2023 |
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Balancing Entitlement and Responsibility in Children’s Birthdays
|
Jun 27, 2023 |
|
Family Behavioral Health Wellness Assessment
|
Jun 13, 2023 |
|
Assessing Your Readiness for a (Family Enterprise) Leadership Coach
|
May 30, 2023 |
|
Creating Impactful Learning Programs for Families - Greg Burrows, Ruth Steverlynck and Tom McCullough
|
May 23, 2023 |
|
Finding What’s Next for Your Family - Keith Whitaker and Barton Parrott
|
Mar 21, 2023 |
|
Gamechanging - Matthew Wesley and Tom McCullough
|
Mar 16, 2023 |
|
Undertaking a Family Risk Assessment - Keith Whitaker and Linda Bourn
|
Mar 06, 2023 |
|
Leading Successful Family Meetings - Katherine Grady, Wendy Ulaszek and Tom McCullough
|
Feb 21, 2023 |
|
Choosing Trustees with Care and Wisdom - Keith Whitaker and Kim Kamin
|
Jan 27, 2023 |
|
Managing the Risk of Diminished Capacity - Keith Whitaker and Patricia Annino
|
Dec 30, 2022 |
|
Using the Ikigai Model to Foster a Legacy of Meaningful Engagement - Keith Whitaker, Don Opatrny and Keith Michaelson
|
Dec 07, 2022 |
|
Advancing Flourishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart
|
Dec 05, 2022 |
|
Building a Smart Aging Plan - Susan Hyatt and Tom McCullough
|
Nov 30, 2022 |
|
Four Profound Questions for Families - Keith Whitaker and Ellen Miley Perry
|
Nov 25, 2022 |
|
Understanding the True Goals of Wealth Preparation - Keith Whitaker and James Grubman
|
Nov 16, 2022 |
|
Creating a Family Owner’s Manual- Josh Kanter and Tom McCullough
|
Nov 07, 2022 |
|
Tapping Character Strengths to Move Families Forward - Tom McCullough and Kristin Keffeler
|
Nov 03, 2022 |
|
Deciding If You Should Join the Family Business - Keith Whitaker, Josh Baron and Rob Lachenauer
|
Nov 02, 2022 |
|
A Ritual to Send Children off to College - Keith Whitaker and Andrew Doust
|
Oct 25, 2022 |
|
Benchmarking Your Family Against Successful Global Families - Keith Whitaker and Dennis Jaffe
|
Oct 24, 2022 |
|
Expressing Purpose in Your Trusts – John A. and Tom
|
Oct 21, 2022 |
|
Tom McCullough and Jamie Traeger-Muney – Envisioning the Future
|
Oct 13, 2022 |
|
Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors
|
Sep 06, 2022 |
|
Tom McCullough and Keith Whitaker – An Introduction to the New Wealth of Wisdom Book and Podcast Series
|
Sep 01, 2022 |
|
Tom McCullough and Keith Whitaker – Reflections on the First Year of Wealth of Wisdom
|
Mar 11, 2020 |
|
Paul Schervish How to Think Through Using Resources That Exceed My Personal Needs?
|
Nov 27, 2019 |
|
Howard Marks - How Should You Understand and Deal with Investment Risk?
|
Nov 13, 2019 |
|
Meir Statman - What Is the Right Balance Between Saving and Spending in Retirement?
|
Oct 09, 2019 |
|
Peter Evans – How Much Money Should You Leave Your Children, and When?
|
Sep 18, 2019 |
|
Dean Fowler - How Can You Ensure the Success of Your Successors?
|
Sep 11, 2019 |
|
Chris Brightman - What Return Should You Expect from Your Investments?
|
Sep 04, 2019 |
|
Lisa Parker - How Do You Engage Children and Grandchildren in Philanthropy?
|
Aug 28, 2019 |
|
Greg McCann - How Can Your Family Develop Leaders Ready to Face the Many Challenges of Business and Family?
|
Aug 21, 2019 |
|
Katherine Grady - What Is the Point of Family Enterprise Governance?
|
Aug 14, 2019 |
|
Kathy Wiseman - How Do You Prepare for a Good Goodbye?
|
Aug 07, 2019 |
|
Mary Duke - Should You Have a Family Meeting?
|
Jul 31, 2019 |
|
Ashvin Chhabra - How Can You Make Sure Your Portfolio Lines Up with Your Actual Goals?
|
Jul 24, 2019 |
|
Lee Hausner - How Can You Avoid the Negative Impacts of Giving Money to Family Members?
|
Jul 03, 2019 |
|
Doug Baumoel - Should you stay together as a family or go your separate ways?
|
Jun 19, 2019 |
|
Thayer Willis - What Are the Key Considerations in Crafting Your Legacy?
|
Jun 12, 2019 |
|
Jill Shipley - How Do You Raise Responsible, Independent, and Productive Children (versus Entitled Trust Fund Babies)?
|
Jun 05, 2019 |
|
Jean Brunel - What Should Your Asset Allocation Be?
|
May 29, 2019 |
|
Bob Dannhauser - How Can You Avoid the Next Bernie Madoff?
|
May 22, 2019 |
|
Christian Stewart - What Are Practical Tools for Building Healthy Families?
|
May 15, 2019 |
|
Bob Maynard - Does Investing Have to Be Complicated?
|
May 08, 2019 |
|
Hartley Goldstone - How Do You Choose a Good Trustee?
|
May 01, 2019 |
|
John Davis - Why Is Family Unity So Important and How Can You Achieve It?
|
Apr 24, 2019 |
|
Charley Ellis - Is Active Management Still Worthwhile? Part 2 of 2
|
Apr 17, 2019 |
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Randolph Cohen - Is Active Management Still Worthwhile? Part 1 of 2
|
Apr 10, 2019 |
|
Jim Garland – What Is the Most Useful Definition of Risk for Family Investors?
|
Apr 03, 2019 |
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Ellen Perry - What Does Passing on Values to the Next Generation Really Look Like?
|
Mar 27, 2019 |
|
Dennis Jaffe - How Can You Engage Your Children in the Management of Your Family Wealth or Business?
|
Mar 20, 2019 |
|
Josh Baron and Rob Lachenauer - What Are the Signs You’re Losing Control of Your Family Business?
|
Mar 13, 2019 |
|
Patricia Angus - Are You Wealthy?
|
Mar 06, 2019 |
|
Scotty McLennan - What Are the Most Important Factors in Living Well?
|
Feb 27, 2019 |
|
Jennifer East - How Can You Improve Family Communication?
|
Feb 20, 2019 |
|
Suniya Luthar and Nina Kumar - How Can You Help Children Thrive in a World Focused on Success?
|
Feb 13, 2019 |
|
Kirby Rosplock - Should You Choose a Single-Family Office or a Multi-Family Office?
|
Feb 06, 2019 |
|
Ellen Remmer - What Is the Difference Between Charity, Philanthropy, Strategic Philanthropy, and Impact Investing?
|
Jan 30, 2019 |
|
Dirk Junge - Foreward
|
Jan 23, 2019 |
|
Jay Hughes – What Does the Future Hold for Families with Significant Wealth?
|
Jan 16, 2019 |
|
Jamie Forbes - How Can You Preserve a Beloved Family Vacation Home or Estate?
|
Jan 09, 2019 |
|
Covie Edwards-Pitt - How Can Your Family Encourage Financial Literacy in Every Member?
|
Jan 02, 2019 |
|
Blair Trippe – How Can You Best Manage Conflict in Your Family?
|
Dec 26, 2018 |
|
Andrew Hier - Why Is Family Unity So Important and How You Can Achieve It?
|
Dec 19, 2018 |
|
Patricia Annino - How Can You Prepare for Longevity and Mental Incapacity Among Family Members?
|
Dec 12, 2018 |
|
Philip Marcovici - How Can You Find Trustworthy Advisors?
|
Dec 05, 2018 |
|
Alex Scott – Can a Family Stay Together After the Operating Business Is Sold?
|
Nov 28, 2018 |
|
Keith Whitaker – His Thoughts on Wealth of Wisdom
|
Nov 21, 2018 |
|
James Grubman – How Do You Balance Family Stability with Resilience Over the Generations?
|
Nov 14, 2018 |
|
Barnaby Marsh – How Can You Wisely Develop a Long-Term Strategy For Your Philanthropy?
|
Nov 07, 2018 |
|
Heidi Druckemiller – Does Family History Matter?
|
Oct 30, 2018 |
|
Scott Hayman – Is It Worth Having a Financial Plan?
|
Oct 22, 2018 |
|
Tom McCullough – A Wealth of Wisdom and Why Should You Read This Book?
|
Oct 19, 2018 |