Wealth of Wisdom

102 Episodes

1. Building a Smart Aging Plan - Susan Hyatt and Tom McCullough

   Published: 11/30/2022
2. Four Profound Questions for Families - Keith Whitaker and Ellen Miley Perry

   Published: 11/25/2022
3. Understanding the True Goals of Wealth Preparation - Keith Whitaker and James Grubman

   Published: 11/16/2022
4. Creating a Family Owner’s Manual- Josh Kanter and Tom McCullough

   Published: 11/7/2022
5. Tapping Character Strengths to Move Families Forward - Tom McCullough and Kristin Keffeler

   Published: 11/3/2022
6. Deciding If You Should Join the Family Business - Keith Whitaker, Josh Baron and Rob Lachenauer

   Published: 11/2/2022
7. A Ritual to Send Children off to College - Keith Whitaker and Andrew Doust

   Published: 10/25/2022
8. Benchmarking Your Family Against Successful Global Families - Keith Whitaker and Dennis Jaffe

   Published: 10/24/2022
9. Expressing Purpose in Your Trusts – John A. and Tom

   Published: 10/21/2022
10. Tom McCullough and Jamie Traeger-Muney – Envisioning the Future

    Published: 10/13/2022
11. Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors

    Published: 9/6/2022
12. Tom McCullough and Keith Whitaker – An Introduction to the New Wealth of Wisdom Book and Podcast Series

    Published: 9/1/2022
13. Tom McCullough and Keith Whitaker – Reflections on the First Year of Wealth of Wisdom

    Published: 3/11/2020
14. Paul Schervish How to Think Through Using Resources That Exceed My Personal Needs?

    Published: 11/27/2019
15. Howard Marks - How Should You Understand and Deal with Investment Risk?

    Published: 11/13/2019
16. Meir Statman - What Is the Right Balance Between Saving and Spending in Retirement?

    Published: 10/9/2019
17. Peter Evans – How Much Money Should You Leave Your Children, and When?

    Published: 9/18/2019
18. Dean Fowler - How Can You Ensure the Success of Your Successors?

    Published: 9/11/2019
19. Chris Brightman - What Return Should You Expect from Your Investments?

    Published: 9/4/2019
20. Lisa Parker - How Do You Engage Children and Grandchildren in Philanthropy?

    Published: 8/28/2019