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Money Values

Episode 039: Selecting the Right Trustee with Attorney Mark Harder

Episode 039: Selecting the Right Trustee with Attorney Mark Harder

August 15, 2018 Leave a Comment

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 …

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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 Leave a Comment

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 …

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Pump it Up! Why Strength Training is Essential to the Success of Your Health Plan w/ Nick Klein

Pump it Up! Why Strength Training is Essential to the Success of Your Health Plan w/ Nick Klein

April 11, 2018 Leave a Comment

Interview By Ellie Frey Zagel, Successful Generations As I mentioned before, I was a rower all through high school and college. I loved the sport and …

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Episode 022: Getting Started in Family Philanthropy with Colleen Mitchell

Episode 022: Getting Started in Family Philanthropy with Colleen Mitchell

March 28, 2018 Leave a Comment

Colleen Mitchell is the founder of Venture3Philanthropy, a global philanthropic advisory firm. In her role, Colleen helps clients across generations …

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Episode 020: Women and Wealth with Adrienne Penta

Episode 020: Women and Wealth with Adrienne Penta

March 14, 2018 Leave a Comment

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

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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 Leave a Comment

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

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Episode 013: Raising Children to be Amazing Business Owners with Paige Cornetet

Episode 013: Raising Children to be Amazing Business Owners with Paige Cornetet

January 24, 2018 Leave a Comment

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 …

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Episode 012: Raising Kids with Generous Genes with Susan Crites Price

Episode 012: Raising Kids with Generous Genes with Susan Crites Price

January 17, 2018 Leave a Comment

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 …

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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 1 Comment

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

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Passing Down Money Values, Part 1: Starting with You

Passing Down Money Values, Part 1: Starting with You

October 3, 2017 Leave a Comment

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

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