Latest Episodes
13
Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age
Learn a few simple rituals and practices that encourage young people to be generous, explore purpose and passion, and even begin to understand their...
12
Uncovering Client Personality: More Than A “Type”
Delve into the fascinating realm of understanding client personalities and their influence on financial decisions. In this session, we explore how personality traits can...
11
Using the KMSI-R in Financial Coaching
Maggie Klokkenga, CFP®, CPA shares how she utilizes the Klontz Money Script Inventory (KMSI-R) assessment with her clients in her financial coaching practice. She...
10
Lessons Learned in a Decade Working with the Next Generation
What does “educating and empowering the next generation” really entail? Hear stories and best practices collected from work with hundreds of members of the...
9
Building Stronger Family Relationships Through Clean Language
In this episode, we explore the power of “clean language” in improving communication and avoiding conflicts within families. Emily and Melissa provide practical tips...
8
Inspired Wealth: Financial Leadership for the 21st Century
Today we’re discussing ways to guide families through the unique opportunities and challenges they face in the areas of inter-generational wealth transfer, business succession...