EP.96 USING THE COLLEGE ADMISSIONS PROCESS FOR INTERGENERATIONAL DISCUSSIONS with LINDSAY TANNE

The College Admission season is in full swing and it brings it usual stresses. However in the world of intergenerational planning, it’s a unique opportunity for families to discuss their core values and the development of their

November 23, 2021 • Blog, Entrepreneurs, Financial Essentials, Podcasts, Psychology • Views: 1608

EP.87 FAMILY LEADERSHIP AND AN EVOLVING 111 YEAR OLD BUSINESS with BEN GROSSMAN

“Shirtsleeves to shirtsleeves in three generations” is as old as commerce itself. Family enterprises rarely make it beyond three generations for many reasons. Today, we hear the story of the Grossman family from BEN

July 6, 2021 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Podcasts, Psychology • Views: 1766

EP.85 LIFE INSURANCE AND TRUSTS with ANDREAS STUERMANN

With the Biden proposals comes the potential for tax increases at the income, capital gains and estate tax level. Life insurance is becoming interesting again to a lot of families looking to expand on their functions of income

June 20, 2021 • Blog, Common Sense Economics, Financial Essentials, Podcasts • Views: 1507

EP.78 HUMAN CAPITAL IN FAMILY BUSINESSES with LEONORA WILLIAMSON

On the referral of a colleague, I interviewed the Nashville-based, LEONORA WILLIAMSON. She is an expert in family business dynamics, corporate citizenship and executive coaching and she has unique insights into the world of

March 15, 2021 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 1358

EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.

Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising

January 13, 2021 • Blog, Finance & Economics, Guest Opinions, Podcasts, Psychology, Worth Reading and Watching • Views: 1953

EP.55 ESTATE PLANNING & TENNESSEE TRUST LAW with AARON FLINN of the WALLER LAW FIRM

The COVID-19 phenomenon has created worldwide economic upheaval and problems for many business owners. One area where the coronavirus has created opportunity is in the field of estate planning. I was able to speak with AARON

May 4, 2020 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 2813

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