Beyond The Balance Sheet Podcast
195 episodes - English - Latest episode: 6 months ago -Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.
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Episodes
We're Taking a Hiatus
January 31, 2024 08:00 - 2 minutes - 3.13 MBIn this episode of Beyond the Balance Sheet, Arden shares that the podcast is going on a brief hiatus. It will return in June 2024 with a fresh, new spin. Please stick around – we’ll be bringing you top-notch guests, including professionals and individuals with inspiring personal journeys. During our new podcast, we'll be shedding light on stories of resilience and addressing challenging topics not often discussed. Ensure you're subscribed to our newsletter for updates on the upcoming show. ...
Revisited - Ketamine Infusion Therapy: Expert Dr. Craig Heacock Discusses Safe Protocols & Risks
January 24, 2024 08:00 - 24 minutes - 46.7 MBIn this revisited episode of Beyond the Balance Sheet, Dr. Craig Heacock joins us. He is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. First, Dr. Heacock gives us a brief history of ketamine from the last fifty years as an FDA-approved drug. We talk about how ketamine became a go-to treatment for resistant depression and bipolar disorder. Tune in as Dr. Heacock reveals how a st...
Revisited - Advocating for Aging Parents With Sam van Kalkeren
January 17, 2024 08:00 - 23 minutes - 43.3 MBIn this revisited episode, we are joined by OPG’s Director of Aging Services, Sam van Kalkeren. Sam discusses how to help a loved one faced with a dementia diagnosis. He gives excellent information on how to communicate with a loved one to ensure their voice is heard as they navigate this difficult path. Sam talks about the benefits of having a care partner and what type of support they can offer the family. It is vital to have a care partner if the ailing family member lives out of state. W...
Phenomenally Autistic: An Artist's Story with Ayanna Davis
January 10, 2024 08:00 - 14 minutes - 20.2 MBAyanna Davis, also known as Phenomenally Autistic, joins Diana to discuss her unique path to navigating autism as a black artist. Autism is often overlooked within the black community in America. Ayanna actively promotes the recognition of autism, using her art to express love, joy, equity, diversity, and inclusion. Alongside her advocacy, she has faced various health challenges commonly associated with an autism diagnosis. Meeting Ayanna is an enriching experience. Her strength and persever...
Psychological Assessments and Cognitive Testing with Dr. Colleen Jackson
January 03, 2024 08:00 - 25 minutes - 35.9 MBDr. Colleen Jackson discusses cognitive testing in a way that makes it easily understandable, alleviating any apprehension associated with the assessment. She starts by distinguishing between neuropsychological testing and cognitive assessments. Colleen shares insights into her approach and describes the valuable information that can be obtained from the testing process. Emphasizing a holistic perspective, she looks at an individual's overall health and well-being when giving her recommendat...
There's an App for That: AI and Mental Health and Dr. Sera Lavelle
December 27, 2023 08:00 - 23 minutes - 33 MBDr. Sera Lavelle has a unique perspective on therapy and technology, specifically artificial intelligence (AI). Dr. Lavelle, owner of New York Health and Hypnosis and Integrative Therapy and founder of Bea Better Eating, shares insights on how AI has influenced her practice and discusses the pros and cons. Dr. Lavelle talks about the various apps designed to teach about mindful eating and other disorders. She explains the different components in her guided hypnotherapy recordings as knowled...
Building a Happy and Harmonious Family with She-Rae Chen
December 20, 2023 08:00 - 36 minutes - 67.8 MBShe-Rae Chen, the CEO and visionary behind SpringSpot, introduces comprehensive health principles to steer your family toward a balanced mental and physical lifestyle. In today's discussion, she elaborates on the structured framework that guides parents, children, and families in fostering a positive and healthy perspective on their well-being. SpringSpot was born to aid busy families like yours by providing wholesome activities for children and supporting parents in prioritizing self-care. ...
Addiction, Death and Meaning: A Story of Resilience with Jeff Johnston
December 13, 2023 08:00 - 22 minutes - 41.6 MBJeff Johnston experienced the loss of his oldest son to Fentanyl poisoning in October 2016 and tragically lost his wife to alcoholism in 2021. Since then, he has dedicated himself to making a difference in mental health. In this edition of Beyond the Balance Sheet, Jeff shares his compelling story of a tragic death, substance use, and his path to recovery. His objective is to change the narrative around substance use and end the stigma. For individuals who are struggling, those who have lost...
Revisited - Supporting Clients in What Matters with Michael & Zack Conway
December 06, 2023 08:00 - 22 minutes - 41.5 MBWealth advisors are continually nudged into broader elements of their client's lives. It’s up to these financial advisors to fulfill the role in addressing many situations, which helps them build a solid financial plan encompassing all aspects of their client's lives. In this revisited episode of Beyond the Balance Sheet, Michael Conway, founder and CEO of Conway Wealth Group, and Zach Conway, Managing Director of Conway Wealth, join Arden and Diana to explain how they are supporting their c...
The Pressure to be Perfect When You're Neurodiverse with Haley Moss
November 29, 2023 08:00 - 30 minutes - 56.5 MBWe're thrilled to have Haley Moss join us on this edition of Beyond the Balance Sheet. Haley, the first neurodiverse attorney in Florida, has been a dedicated advocate for individuals with disabilities since the age of 13. Her early diagnosis of autism provides her with a distinctive viewpoint, and she openly shares her personal experience. Haley discusses the “myth of independence” and how autism is like speaking another language. Tune in to gain insight into how she perceives the world thr...
Recovery for High Performers With Mike Holloway
November 22, 2023 08:00 - 32 minutes - 60.4 MBFutures Recovery Health provides high-quality mental health services, including a program for the wealthy, on a 10-acre property in Tequesta, Florida. In this episode of Beyond the Balance Sheet, CEO Mike Holloway explains the origins of this family-owned enterprise and the reasons behind its out-of-network model. Mike describes the facility, the factors that make it a premier mental health facility choice, the care provided, and the importance of family involvement. If you or someone you kn...
Helping Seniors Navigate the Real Estate Market with Adam Hayes
November 15, 2023 08:00 - 42 minutes - 78.7 MBWhen an older adult needs to sell their home, they should seek out a real estate agent holding a Seniors Real Estate Specialist (SRES) designation. In the latest episode of Beyond the Balance Sheet, Adam Hayes, owner of Milestones Realty, explains the benefits of engaging an agent holding the SRES distinction. He also sheds light on the challenges older adults might overlook in today's real estate market. If you are considering selling your home, this is an essential episode you won’t want...
How to Talk Honestly about Suicide with Larry Sprung
November 08, 2023 08:30 - 18 minutes - 34 MBLarry Sprung, founder of Mitlin Financial, dedicates his free time to raising awareness around mental health and suicide. He dedicated more than 12 years to serving on the National Board of the American Foundation for Suicide Prevention (AFSP). In this impactful episode, Larry will share why this cause is close to his heart and provide guidance on supporting a friend or loved one dealing with depression. Addressing suicide can be challenging but shouldn't be sidestepped. This episode is a va...
Revisited - Healing Through Giving Back: Families Investing in Behavioral Health with Nicholas MacPhee
November 01, 2023 07:00 - 29 minutes - 54.5 MBIn this revisited episode of Beyond the Balance Sheet, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20 years. First, Nick explains how he started working in the field of philanthropy with mental and behavioral health. Mental health resources and support services are needed now more than ever; Nick describes how he finds exemplary philanthropists to invest in innovative and unique companies. Tune in as Nick speaks about the importance of sc...
Revisited - Medical Aid in Dying (MAID) With Dr. Robin Plumer
October 25, 2023 07:00 - 26 minutes - 48.9 MBWhen a patient finds out they are terminally ill, with less than six months to live, they may choose Medical Aid in Dying in certain states. In this revisited episode of Beyond the Balance Sheet, Dr. Robin Plumer talks to us about what Medical Aid in Dying is and how patients decide to pursue it. Dr. Robin Plumer says her job is like “a midwife to dying.” She discusses the circumstances where it is performed and the loving environment it can create. Tune in today to learn more about how Medi...
Revisited - Transforming Tragedy Into Advocacy with Gary Mendell
October 18, 2023 07:00 - 27 minutes - 51.3 MBGary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America. Gary’s son, Brian, tried drugs and alcohol which ultimately led to addiction. Unfortunately, Brian died of this addiction disease that affects more than 22 million Americans every day. Gary discusses the warning signs that families should look out for, when worried if their child may be using substances. Tune in to this revisited episode of Beyond the Balance Sheet ...
Revisited - Buying Your Way Into School with Jay Bacrania and Sheila Akbar
October 11, 2023 07:00 - 35 minutes - 65.3 MBJay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO, are guests on this week’s revisited episode. Signet helps students and parents develop skills they will need to overcome challenges and empower students to make successful decisions in college. Jay and Sheila explain how parents can navigate engagement with their child who has difficulty with executive functioning challenges. In addition, they discuss the importance of having healthy bound...
The Psychology of Success: What it Takes to Succeed with Cindy Adams Harrison
October 04, 2023 07:00 - 26 minutes - 49.5 MBIf you're part of a multi-generational family business or acquainted with someone in such a situation, this episode is tailor-made for you. Cindy Adams Harrison, a seasoned performance coach, specializes in helping families navigate the complexities of succession planning and helping them achieve success. Her extensive experience, initially honed as a sports performance coach, smoothly transitions into family business planning. Cindy possesses a wealth of insight to address this vital topic ...
My Bipolar Mother - Silver Linings with Michelle Dickinson
September 27, 2023 07:00 - 16 minutes - 31.7 MBMichelle Dickinson has had a challenging life but has used her experiences to become a source of inspiration and support for others dealing with bipolar disorder, depression, and victimization. Her journey from growing up with a bipolar mother to overcoming depression after a divorce is undoubtedly a testament to her resilience and determination. Michelle’s story provides a safe place for those persevering through a difficult journey. IN THIS EPISODE: [01:30] Michelle tells her st...
Life as a Sex and Intimacy Addict: One Man's Honest Account with Steven Wolt
September 20, 2023 07:00 - 20 minutes - 37.8 MBToday, Steven Wolt is on a mission to support men dealing with sexual addiction. His life turned downward when he became ensnared by pornography, which ultimately resulted in the loss of his job. Presently, Steven is on the road to long-term recovery and has established Valor Recovery to aid other men grappling with this addiction. Engaging with a community of men who openly share their experiences has proven beneficial in helping many individuals address their feelings of shame. Steven's co...
Finding an Ivy League Donor With Gail Sexton Anderson and Gloria Li
September 13, 2023 08:00 - 37 minutes - 69 MBThis episode is very personal and special for Arden. She is joined by Gail Sexton Anderson and Gloria Li from Donor Concierge, and together, they explore the invaluable services offered to women aspiring to become mothers. Donor Concierge has played a pivotal role in bringing countless families into existence by serving as dedicated advocates. They collaborate with many agencies involved in sperm and egg donation and surrogacy. This intricate and sensitive process is a remarkable journey of ...
From Prison to Promise - A Lawyer’s Story with Jeff Grant
September 06, 2023 07:00 - 31 minutes - 58.9 MBJeff Grant possesses an intriguing narrative that he candidly recounts. His journey began with opioid addiction and culminated in him borrowing funds from clients' accounts, leading to his incarceration. Jeff underwent a transformative experience, earning his Master of Divinity degree and successfully reinstating his law license. He now serves as the visionary behind Progressive Prison Ministries and GrantLaw, which is dedicated to aiding individuals convicted of white-collar offenses by pro...
Revisited - Addiction and Success (and Wealth) with Alex Dayton
August 30, 2023 07:00 - 28 minutes - 53.4 MBAlex Dayton has an impressive history in the mental health field including serving as the Clinical Director for Freedom Institute and the Chief Clinical Officer of Veritus. In this revisited episode, he joins us today to talk about addiction treatment and recovery for licensed professionals. Because of their license, professionals like doctors, lawyers, and judges are more reluctant to seek treatment. The program offered by Veritus, which uses technology, helps to make treatment more a acce...
Drugs, Sex, and the Right to Be Treated as an Adult With Dana Walsh Sivak
August 23, 2023 07:00 - 29 minutes - 53.7 MBDana Walsh Sivak, a Falcon Rappaport & Berkman Partner and Co-Chair for the Elder Law practice group and a member of the firm's Litigation and Cannabis Law practice groups, joins Diana on the podcast today. Their discussion focuses on the treatment of the elderly and their autonomy in decision-making. Dana is passionate about safeguarding the rights of seniors, particularly concerning their usage of medically prescribed cannabis and matters of sexuality within assisted living environments. ...
The Connection Between Crime and Mental Illness with Dr. Jhilam Biswas
August 16, 2023 07:00 - 32 minutes - 60.7 MBToday, Arden hosts Dr. Jhilam Biswas, an Instructor in Psychiatry at Harvard Medical School and a board-certified Adult and Forensic Psychiatrist. They discuss the connection between crime and mental illness. Dr. Biswas examines how frequently violent behavior and impaired judgment are rooted in trauma. She outlines the steps taken to evaluate the mentally ill and how, unfortunately, becoming involved in the judicial system may provide insight into the incarcerated. Don’t miss this informat...
Trauma-informed Care With Robyn Brickel M.A., LMFT
August 09, 2023 07:00 - 22 minutes - 42.2 MBToday, Diana hosts Robyn Brickel, a Licensed Marriage and Family Therapist boasting over 25 years of experience. During this episode, she will discuss the true nature of trauma and dispel any misconceptions surrounding it. Furthermore, she will delve into her three-stage trauma model, encompassing safety, stabilization, and addressing the root cause. This episode promises valuable insights into treatment methods, the dispelling of stigmas and myths, and the recognition of the significance of...
Revisited - Healthy Aging - The Link Between Nutrition and Brain Health with Dr. James Greenblatt
August 02, 2023 07:00 - 21 minutes - 40.6 MBIn this revisited episode of Beyond the Balance Sheet, we are joined by Dr. James Greenblatt, an acknowledged integrative medicine expert, educator, and author who focuses on nutritional interventions in psychiatry and mental illness. Dr. Greenblatt dives into how the medical field needs to focus on the whole body of each individual patient. He discusses the importance of vitamins and minerals in the diet to help protect our brains from dementia and Alzheimer’s. Dr. Greenblatt says that the ...
Revisited - A Woman's World: Leading the Way in Business With Roberta Sydney
July 26, 2023 07:00 - 19 minutes - 36.5 MBRoberta Sydney is a successful entrepreneur and seasoned board director who uses her expansive expertise and experience to lead various real estate and financial services firms. In this revisited episode of Beyond the Balance Sheet, Roberta is here to talk about women in business, share her personal experiences, and offer valuable advice. Diana and Roberta discuss common stereotypes, ways that women can set themselves apart from male leaders, and the necessity of women having professional me...
Revisited - Finding Hope in Recovery: Chris Herren Shares His Journey
July 19, 2023 07:00 - 25 minutes - 47.1 MBIn this revisited episode of Beyond the Balance Sheet, Chris Herren, a former professional basketball player, joins us to speak about more than his sports history. He is a man in long-term recovery who uses his story to inspire others. He has spoken to over a million students, athletes, and community members about substance use prevention. Diana and Chris discuss his addiction journey, the importance of early prevention of substance abuse, and the need for family involvement during recovery....
Revisited - Simplify Your Life by Simplifying Your Investments With Allan Roth
July 12, 2023 07:00 - 20 minutes - 37.5 MBOur guest for this revisited episode of Beyond the Balance Sheet is financial planner and writer, Allan Roth. Allan speaks about his unconventional business model of having the lowest client retention rate where he provides clients with a one-time financial plan and then gets fired. Allan and Arden discuss his goal to help people have an exciting life by having an incredibly boring investment plan. As a frequent contributor for publications such as The Wall Street Journal, New York Times, an...
Protecting Older Adults from Financial Fraud with Margie Foley
July 05, 2023 07:00 - 18 minutes - 34.5 MBJoining us today is Margie Foley, founder of Foley Management, a firm that assists individuals and families manage their finances and helps protect against financial fraud. Her company supplies daily management services, bill paying, appointment scheduling, and home and staff management. She discusses the different types of fraud and describes how fraudsters exploit older adults and even young people. Margie has some great tips for protecting your finances in today's episode of Beyond the B...
Revisited - Eating Disorders and The Role of Family Support With Rebecca Manley
June 28, 2023 07:00 - 31 minutes - 58.1 MBDid you know that children as young as four years old can start developing poor body image? On this revisited episode of Beyond the Balance Sheet, Arden is speaking to Rebecca Manley about eating disorder awareness and prevention. Rebecca is the founder of MEDA (Multi-service Eating Disorders Association) and owner of Manley Coaching. Her passion is working with teens and families on issues related to body image and self-esteem. We are talking about how to teach body positivity to kids, what...
Revisited - Recovery is a Family Affair With Stefan Bate
June 21, 2023 07:00 - 29 minutes - 53.9 MBOur guest today in this revisited episode of Beyond the Balance Sheet is Stefan Bate, Chief Clinical Officer at Jaywalker Lodge. Stefan shares his mission as he helps men who have had previous treatment experiences. Stefan reflects on his own recovery journey and the blessings that he has experienced since graduating from Jaywalker and entering the field of psychology. Arden and Stefan discuss the spiritual and emotional elements of hitting rock bottom versus circumstantial consequences. The...
Revisited - Financial Literacy: Arming the Next Generation With Courtney Pullen
June 14, 2023 07:00 - 27 minutes - 50.3 MBCourtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this revisited episode, Courtney joins us to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat a...
Revisited - James Hughes Discusses Preserving Assets and Creating Legacy
June 07, 2023 07:00 - 25 minutes - 47.3 MBOn this revisited episode of Beyond the Balance Sheet, James Hughes joins us to speak about family governance and explain why families need it. James is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for the human community to prosper and how p...
Revisited - The Elephant in the Room: Facing Addiction as a Family with Brad Sorte
May 31, 2023 07:00 - 33 minutes - 62.1 MBOn this revisited episode of Beyond the Balance Sheet, Arden is speaking with Brad Sorte, about a topic that hits close to home for them both – facing addiction as a family. Brad talks about his struggle with substance abuse in his early 20s and his life-altering treatment experience at Caron, a treatment facility for addiction and behavioral health issues where he is now the President and CEO. They discuss the benefits and hindrances that families with resources face when dealing with a chi...
Navigating the Valuation of Life Insurance Policies With Jamie Mendelsohn
May 24, 2023 07:00 - 18 minutes - 34.9 MBJamie Mendelsohn of the Ashar Group joins us to discuss a little-known concept relating to your life insurance policy. Many people unable to continue to make payments toward their life insurance policy simply walk away from the policy. However, they need to realize there are buyers for that policy and that they can sell their existing policy. Jamie explains all the benefits of knowing the value of your life insurance policy and how easy it is to learn about this simple process. This episode ...
Recovering from Religious Abuse: Reasons for Hope With Patrick Knapp, Ph.D.
May 17, 2023 07:00 - 22 minutes - 42 MBDr. Patrick Knapp, the founder of Becoming Free, a program designed to help individuals recover from unique harmful religious or spiritual experiences, is here to discuss his experience in an abusive religious group. Dr. Knapp provides hope to those who have shared that experience and to the families of cult members. In addition, he discusses the definition of a cult, why a person becomes involved, and the steps needed to heal. Don’t miss this informative discussion on today’s Beyond the Ba...
Creating a Family Owner's Manual With Josh Kanter
May 10, 2023 07:00 - 18 minutes - 35.3 MBJosh Kanter, the founder of leafplanner, joins us today to discuss the importance of having a tool to collect, organize and map a family enterprise’s information in a single source. Wealthy families unprepared for the grantor's passing can be left in a problematic situation. The old 3-ring binder with information regarding banking and insurance policies doesn’t meet the needs of today’s affluent families. Josh’s unique system outlines what you didn’t know you needed to know. Tune in to learn...
Revisited - An Open Book: Brian Cuban’s Success in Recovery
May 03, 2023 07:00 - 26 minutes - 48.6 MBBrian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this revisited episode of Beyond the Balance Sheet, Brian discusses the inspiration behind his recovery advocacy work and what led to his recovery journey. Additionally, Brian explains why it’s essential to have an open dialogue surrounding body dysmorphia and how recovery can lead to acceptance. If you’re starting your journey to recovery, listen as we reveal which first steps you can take. Stay tuned ...
Revisited - The Importance of Purpose: Finding Your Why and Your How With Anna Hall
April 26, 2023 07:00 - 32 minutes - 60.5 MBOn this revisited episode of Beyond the Balance Sheet, we are joined by guest Anna Hall, the creator of The Purpose Equation®. Throughout this episode, we discuss the importance of purpose and defining your how and your why. Anna breaks down what purpose is, and how people can go about finding their purpose through her signature equation. Anna says that knowing your purpose equation can determine how to move through life. She believes people’s purpose(s) can shift throughout their lifetime...
A Mother's Journey With Her Son's Recovery With Trudy Avery
April 19, 2023 07:00 - 24 minutes - 45.6 MBTrudy Avery is the Development Officer for Pavillon, a non-profit substance use treatment program located in Mill Spring, NC. She developed compassion for those using substances because of her son's journey through addiction and recovery. Trudy shares her family's personal story in hopes of helping other families. She also discusses the disconnect between insurance companies and treatment programs. Don’t miss this informative episode of Beyond the Balance Sheet. IN THIS EPISODE: ...
Revisited - Guardianships & Conservatorships: Lisa Cukier Shares How They Work and When Are They Needed?
April 12, 2023 07:00 - 27 minutes - 50.2 MBIn this revisited episode of Beyond the Balance Sheet, Lisa Cukier joins us. She is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health. Finally, Lisa dives into exactly what the process looks like of going through guardianships and conservatorships. Some families can ...
Revisited - Know Your Worth, Know Your Wealth With Carrie Casden
April 05, 2023 07:00 - 27 minutes - 51.9 MBIn this revisited episode of Beyond the Balance Sheet, Carrie Casden joins us for a conversation. She is an established business manager and money coach who has been in practice for over 25 years. Carrie opens the show by explaining how everyone has different perspectives and habits when it comes to money; there are especially significant differences between the money mindsets of men and women. If you are going through a divorce or considering divorce, Carrie explains the importance and bene...
Legal Representation for Those With Dementia With Elizabeth Kelley
March 29, 2023 07:00 - 23 minutes - 43 MBElizabeth Kelley, a criminal defense lawyer and editor of the book, Representing People with Dementia, A Practical Guide for Criminal Defense Lawyers, is our guest today. Elizabeth has her finger on the pulse of what is happening with people who commit crimes and have mental health issues. Unfortunately, the statistics on our preparedness in our prison system are pitiful. Elizabeth discusses the problems and has recommendations for families with a loved one experiencing these issues. Don’t ...
Financial Planning for those with Special Needs With Cynthia Haddad
March 22, 2023 07:00 - 22 minutes - 41.5 MBCynthia Haddad is the co-author of the book The Special Needs Planning Guide. When it was published, it was a one-of-a-kind book advising family members of a disabled person on how to do estate planning. In addition, she discusses government benefits, non-profit agencies, public education entitlement, and other helpful topics. Learn about a Letter of Intent and the elements to include. This book is in its second edition for a good reason. Don’t miss this informative episode of Beyond the B...
Traveling in Recovery With Alexander Brown
March 15, 2023 08:20 - 19 minutes - 36.5 MBAlexander (Alex) Brown is the Founder & Principal of Recover Hospitality. Alex’s consulting and travel agency is dedicated to assisting individuals who struggle with mental health and addiction. Traveling to places associated with past substance use can be a trigger for individuals in recovery. Alex discusses planning vacations that allow individuals in recovery to travel successfully. He also discusses crisis intervention plans, accountability platforms and recovery-focused travel ideas. Tu...
The Mind-Gut Connection With Dr. Emeran Mayer
March 08, 2023 08:00 - 25 minutes - 47.3 MBDr. Emeran Mayer is a Gastroenterologist, Neuroscientist, and Distinguished Research Professor at the David Geffen School of Medicine. Today he discusses bidirectional communication within the brain-gut microbiome system. The data Dr. Mayer presents is critical to understanding how the gut and the brain are interconnected. He shares information about the proper lifestyle to produce healthy communication between the brain and the gut. IN THIS EPISODE: [01:38] Dr. Mayer explains why...
Executive Coaching for the Next Generation With Bob Weinhold
March 01, 2023 08:00 - 23 minutes - 43.8 MBBob Weinhold is a coach who works with affluent families. He assists them in transitioning the family business from one generation to the next. Bob also describes the obstacles both generations face that can hinder an effective transition. He discusses coachability, leadership, communication, and roadblocks to success. Finally, he shares solutions to the complex problem of letting go of the reins. Tune in today for answers where you thought there were none. IN THIS EPISODE: [01:34...
Divorce Without Drama With Olivia Summerhill
February 22, 2023 08:00 - 20 minutes - 37.7 MBOlivia Summerhill, the founder of the financial consulting company Summerhill Firm, works with affluent women through the divorce process, helping them to thrive post-divorce. Olivia firmly believes that women need to discover where they want to be and who they want to be before the divorce is final. Divorce is complicated in any circumstance. However, it is even more complex when those of ultra-high net worth get divorced, and Olivia has suggestions for navigating through this challenging ...