• Skip to content

Successful Generations Coaching

  • About
  • Services
    • Peer Groups
    • The Confident Family Business Leader MasterMind
    • SG Coaching
    • Speaking
  • Work With Me
  • Podcast
  • Blog
  • Contact

Family Wealth

Family Business Retirement: “I am Only Leaving Feet First”

Family Business Retirement: “I am Only Leaving Feet First”

July 16, 2020

  In This Episode:  “I am only leaving feet first”   In today’s episode, Kathy and I talk about retiring as the leader of a …

Read More

BONUS Episode: Family Business and the Seaman Family Foundation

BONUS Episode: Family Business and the Seaman Family Foundation

July 9, 2020

  BONUS EPISODE! Richard Seaman talks about Family Philanthropy In This Episode: "Decedents aren't all going to have a passion for the …

Read More

Episode 081: Family Business with 2nd Gen Richard Seaman of Seaman Corp

Episode 081: Family Business with 2nd Gen Richard Seaman of Seaman Corp

July 1, 2020

      The Family Business Story of Seaman Corporation with Richard N. Seaman, 2nd Generation Chairman In …

Read More

Episode 080: Delusional Altruism with Kris Putnam-Walkerly

Episode 080: Delusional Altruism with Kris Putnam-Walkerly

June 10, 2020

      Become Unstoppable. In This Episode: "Together the philosophy behind these strategies constitute a mind-set …

Read More

Episode 079: Getting on the Same Page as Your Spouse at Work

Episode 079: Getting on the Same Page as Your Spouse at Work

May 20, 2020

      In This Episode: “Everything just works better when we are on the same page.” My clients tell me being on …

Read More

Episode 078: Best Practices in Family Councils Part 2

Episode 078: Best Practices in Family Councils Part 2

April 29, 2020

      In This Episode: After interviewing Chris, I decided to split this interview into two parts. Welcome to …

Read More

Episode 077: Getting Started with Family Councils Part 1

Episode 077: Getting Started with Family Councils Part 1

April 16, 2020

In This Episode:  After interviewing Chris, I decided to split this interview into two parts.   Here are the questions I asked during my …

Read More

Episode 076: Family Philanthropy Trends 2020

Episode 076: Family Philanthropy Trends 2020

February 26, 2020

In This Episode:  Nicholas Tedesco, President and CEO of the National Center for Family Philanthropy (NCFP), returns to the podcast to talk about …

Read More

Don’t Wait. Start Now.

Don’t Wait. Start Now.

January 29, 2020

  Money is taboo, but today it’s on my mind.   My dad says, “Money has an enormous psychological component. It has a fantasized …

Read More

Episode 070: Raising Money-Smart, Money-Empowered Kids with John Lanza

Episode 070: Raising Money-Smart, Money-Empowered Kids with John Lanza

September 18, 2019

John Lanza and his wife recognized early on that they had very different money personalities. After becoming parents 16 years ago, they agreed they …

Read More

062: Effective Philanthropy with Phil Buchanan

062: Effective Philanthropy with Phil Buchanan

April 25, 2019

In this episode, Ellie interviews Phil Buchanan, President of the Center for Effective Philanthropy and author of the new book, Giving Done Right: …

Read More

Episode 050! What I’ve Learned in 50 Episodes with Guest Host Chad Zagel

Episode 050! What I’ve Learned in 50 Episodes with Guest Host Chad Zagel

November 7, 2018

We are so excited to celebrate this milestone 50th episode! In this episode, Ellie is joined by her husband, Chad Zagel for a bit of reflection. …

Read More

Episode 039: Selecting the Right Trustee with Attorney Mark Harder

Episode 039: Selecting the Right Trustee with Attorney Mark Harder

August 15, 2018

It's been said that choosing a trustee is one of the most important decisions you will ever make. Let that settle in for a minute. Why is this one …

Read More

Episode 032: Are You a Spendthrift or a Tightwad? with Dr. Scott Rick

Episode 032: Are You a Spendthrift or a Tightwad? with Dr. Scott Rick

June 6, 2018

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 …

Read More

Episode 020: Women and Wealth with Adrienne Penta

Episode 020: Women and Wealth with Adrienne Penta

March 14, 2018

  Happy 20th episode of the Successful Generations podcast! Our listeners are in for a treat this week. We wanted a dynamo guest for this …

Read More

Episode 015: Beyond the Piggy Bank with Father, Author, and Entrepreneur Clint Greenleaf

Episode 015: Beyond the Piggy Bank with Father, Author, and Entrepreneur Clint Greenleaf

February 7, 2018

  After selling his publishing company, my guest, Clint Greenleaf recalls being on flight to Hawaii with his wife and two young daughters. …

Read More

Episode 007: Raising Financially Responsible Kids Through the Holidays (and Beyond)

Episode 007: Raising Financially Responsible Kids Through the Holidays (and Beyond)

December 13, 2017

10 Activities to do with your Kids this Holiday Season The holidays— full of magic, wonder, traditions, and more. For many families, especially those …

Read More

Episode 005: Estate Planning 101 aka Estate Planning is Not Optional with Susan Gell Meyers

Episode 005: Estate Planning 101 aka Estate Planning is Not Optional with Susan Gell Meyers

November 30, 2017

 Everything You Need to Know Before You Meet with your Attorney The estate planning process can seem a little daunting. Having gone through the …

Read More

Passing Down Money Values, Part 1: Starting with You

Passing Down Money Values, Part 1: Starting with You

October 3, 2017

“One theme was made clear – families united by values survive for generations.” Doug Box, Box Family Advisors. Doug Box, Box Family Advisors, states, …

Read More

Balancing Privilege and Responsibility.

Balancing Privilege and Responsibility.

October 3, 2017

Balancing privilege with responsibility is no small feat. And then, after you miraculously have figured it out for yourself, how do you pass this …

Read More

Copyright © 2025 Successful Generations