Take a 5-minute survey to see where you fall on the Tightwad-Spendthrift Scale. How do you feel about spending money? Does it give you a thrill or …
Family Wealth
Episode 031: Impact Investing with Jennifer Oertel
Jennifer Oertel serves as the Impact Investing Expert in Residence at the Council of Michigan Foundations (CMF). In this episode, she and I dig into …
Episode 028: Stories from The Family Business Podcast with Russ Haworth
My new friend, Russ Haworth, is the host of The Family Business Podcast and a contributor to many family business publications. Russ was writing a …
Episode 026: Reflections from Nearly Four Decades in Philanthropy with Rob Collier
Rob Collier is President & CEO of the Council of Michigan Foundations (CMF), a nonprofit membership association of more than 330 community …
Episode 024: Pump It Up! Strength Training and Leadership with Nick Klein
Blog Post: Pump It Up! Why Strength Training is Essential to the Success of Your Health Plan with Nick Klein Strength training and leadership …
Episode 022: Getting Started in Family Philanthropy with Colleen Mitchell
Colleen Mitchell is the founder of Venture3Philanthropy, a global philanthropic advisory firm. In her role, Colleen helps clients across generations …
Episode 020: Women and Wealth with Adrienne Penta
Happy 20th episode of the Successful Generations podcast! Our listeners are in for a treat this week. We wanted a dynamo guest for this …
Episode 019: Allyn Family 2.0—After the Sale with Eric Allyn (4th Gen), Part 2
In the previous episode, Eric Allyn shared the history of his family’s business, Welch Allyn. He told us how his generation banded together to change …
Episode 018: The Welch Allyn Family Business Story with Eric Allyn (4th Gen), Part 1
Eric Allyn grew up in a family with a legacy of entrepreneurship and innovation. His great-grandfather, William Noah Allyn and Francis A. Welch …
Episode 016: Power20—Reframing Limiting Beliefs
For the past couple of years, I’ve been doing a lot of personal work, self-reflection, and goal-setting. As I’ve mentioned previously, I’m a big fan …
Episode 015: Beyond the Piggy Bank with Father, Author, and Entrepreneur Clint Greenleaf
After selling his publishing company, my guest, Clint Greenleaf recalls being on flight to Hawaii with his wife and two young daughters. …
Episode 013: Raising Children to be Amazing Business Owners with Paige Cornetet
Paige Cornetet is a fourth generation family business owner and she’s involved in her family’s council. She’s also an entrepreneur who runs her own …
Episode 012: Raising Kids with Generous Genes with Susan Crites Price
Susan Crites Price is a Washington, DC-based author and speaker. Her most recent book, which she co-wrote with her daughter, Julianna Price, is titled …
Episode 011: Digging Into the Family Business Landscape with Daniel G. Van Der Vliet
In this episode, my guest Dann Van Der Vliet and I dig into family business from the family business center/academic perspective. Dann is …
Episode 010: 10 Things My Family Did to Engage Us in Philanthropy with Ellie Frey Zagel
As a third generation board member of my family’s foundation, philanthropy plays a big role in my life. I was first introduced to our foundation when …
Episode 007: Raising Financially Responsible Kids Through the Holidays (and Beyond)
10 Activities to do with your Kids this Holiday Season The holidays— full of magic, wonder, traditions, and more. For many families, especially those …
Episode 006: Join the Philanthropic Revolution with Michael Moody
'Generation Impact' is Taking Over Research says that the rising generation of family philanthropy will take a different approach to giving. For …
Episode 005: Estate Planning 101 aka Estate Planning is Not Optional with Susan Gell Meyers
Everything You Need to Know Before You Meet with your Attorney The estate planning process can seem a little daunting. Having gone through the …
EPISODE 002: Douglas D Box, Texas Patriarch – A Legacy Lost
Successful Generations Podcast Do you have a strong matriarch or patriarch? Do you have more drama in your family business than is healthy? …
Passing Down Money Values, Part 1: Starting with You
“One theme was made clear – families united by values survive for generations.” Doug Box, Box Family Advisors. Doug Box, Box Family Advisors, states, …
Balancing Privilege and Responsibility.
Balancing privilege with responsibility is no small feat. And then, after you miraculously have figured it out for yourself, how do you pass this …