Wealth of Wisdom

Wealth

Wealth of Wisdom podcast, hosted by Tom McCullough and Keith Whitaker.

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Latest Episodes

Achieving New Insights and Possibilities through Generative Dialogue

In this episode, Michelle Osry discusses how she used Otto Scharmer's Generative Dialogue framework to help a stuck family improve their communication. The framework includes four conversational fields, from Politeness to Flow, each representing a different level of conversation depth. By applying this framework, families can navigate difficult conversations and achieve a state of flow where new possibilities emerge, fostering lasting success across generations.

Learning From Your Money History and Writing a New Story

In this insightful chapter of the Wealth of Wisdom podcast, Jill Shipley delves into the impact of our money history on our current financial behaviors and attitudes. She emphasizes the importance of reflecting on the messages and experiences we encountered growing up, which often unconsciously shape our relationship with wealth. By engaging in personal reflection and guided conversations, we can uncover and transform our money narratives, fostering a healthier and more intentional approach to wealth.

How Powerful Are Your Questions?

In this episode, Tom McCullough, and Ian McDermott explore the incredible power of questions and how they shape our thinking and conversations. Ian illustrates the profound impact of framing questions differently so they will trigger positive internal searches in the brain. This can offer valuable insights for families and advisors alike in fostering effective communication and problem-solving.

Helping Families Move Up the Philanthropic Curve

In this podcast episode, Leslie Pine explores the world of family philanthropy and introduces the TPI Philanthropic Curve, a tool to assess philanthropic journeys. She outlines the six levels of the curve, emphasizing the importance of strategic giving, impact measurement and collaboration, and inspiring families to reflect on their philanthropic aspirations and potential for positive change.

Is Your Infrastructure Resilient?

In this episode, Natasha Pearl highlights the importance of personal and administrative infrastructure for wealthy individuals and their advisors. Using the example of "Mr. Bluebird," she illustrates how a lack of infrastructure can lead to financial and personal challenges. Natasha provides a seven-step plan to help identify and address infrastructure deficiencies, emphasizing the value of resilient infrastructure in wealth preservation and quality of life.

Developing a Family Wealth Education Plan

In this episode, we delve into Dr. Kirby Rosplock's insights on developing a family wealth education plan, highlighting the journey from financial parenting to engaging adult family members with innovative learning strategies. Discover the transformative approach to preparing generations for wealth stewardship, ensuring the sustainability and growth of family legacies through tailored educational frameworks.

Finding an Advisor Who Will Help Your Family Thrive for Generations

In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right advisor to ensure a family's long-term prosperity. They highlight key considerations including firm culture, the quality of people, alignment of interests, scope of services, fee structure, and matching the family's profile with the advisor's expertise — all in a helpful checklist.

Democratizing Family Decision-Making

In this engaging podcast episode, co-host Keith Whitaker and Barbara Hauser explore the concept of democratizing family decision-making to avoid conflicts and foster fairness within families. Drawing on her extensive experience, they discuss the importance of transparency, accountability, and participation as key principles for successful family governance, sharing real-life examples of how these principles transformed family dynamics and decision-making processes.

Expectations versus Agreements

In this thought-provoking podcast episode, co-host Tom McCullough talks with Stephanie Hardwick and Mimi Ramsey about the complex dynamics of expectations versus agreements within affluent families. They highlight the often unspoken and unmet expectations that can lead to turbulence and resentment and they provide a practical process for transforming these unshared expectations into co-created agreements, fostering healthier relationships and family harmony. Worth a listen!

Bio of Wealth of Wisdom

Wealth of Wisdom podcast, where hosts Tom McCullough and Keith Whitaker delve into the insights and knowledge shared in their book, 'Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask. Each episode of the podcast features an interview with a different contributor, offering listeners a unique opportunity to gain valuable insights directly from the experts. From wealth management and financial planning to intergenerational wealth transfer and family dynamics, the discussions cover a wide range of topics relevant to wealthy families.

Tom McCullough and Keith Whitaker are dedicated to helping families navigate the complexities of managing and preserving wealth. Their book, 'Wealth of Wisdom,' serves as a comprehensive guide, addressing the most pressing questions that arise in the context of family wealth.

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