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| Episode | Date |
|---|---|
|
Episode 17: Closing the Wealth Gap: Advising Women and Small Business Owners with Denise Sarkor
|
Dec 23, 2025 |
|
Episode 16: Multigenerational Philanthropy & Shared Leadership with Sharmila Rao Thakkar
|
Nov 21, 2025 |
|
Episode 15: Meaning Over Money with Bree Rose, IPA
|
Sep 15, 2025 |
|
Episode 14: Pulling the Future Forward: Higher Education & Philanthropy with Tiffany Polite, PhD
|
Aug 21, 2025 |
|
Episode 13: Estate Planning: Not Just For The Rich—Defining ‘Enough’ with Brian Balduzzi
|
Jul 31, 2025 |
|
Episode 12: Philanthropic Advising: A "Proper" Job with Emma Beeston
|
Jul 31, 2025 |
|
Episode 11: Lasting Impact: Relationship Capital, Legacy, & Inclusivity with Christopher Beck
|
Mar 20, 2025 |
|
Episode 10: Building Practice, Portfolios, & Collaborative Funds with Jaimi Cortes
|
Feb 25, 2025 |
|
Episode 9: The Power of Storytelling with Seth Klukoff
|
Feb 07, 2025 |
|
Episode 8: Messy Marketplace
|
Dec 31, 2024 |
|
Episode 7: AI for Good
|
Nov 26, 2024 |
|
Episode 6: Wealth Planning
|
Nov 12, 2024 |
|
Episode 5: Growing Mistrust
|
Oct 28, 2024 |
|
Episode 4: Questioning Norms
|
Oct 14, 2024 |
|
Episode 3: Evolving Vehicles
|
Sep 30, 2024 |
|
Episode 2: Evolving Definitions
|
Sep 30, 2024 |
|
Episode 1: Changing Client Base
|
Sep 30, 2024 |