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. …
Family Wealth
Episode 039: Selecting the Right Trustee with Attorney Mark Harder
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 …
Episode 032: Are You a Spendthrift or a Tightwad? with Dr. Scott Rick
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 …
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 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 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 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 …
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 …