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