Ep.88 ULTRA HIGH NET WORTH DIVORCE with OLIVIA SUMMERHILL

Divorce in the Ultra-High Net Worth Space is a little bit different.Â Gates, Bezos, Kardashian . . . You don’t have to look too far into the headlines to see how important this space has become for wealth families. While

July 13, 2021 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts • Views: 803

EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE

*(5/30/21 UPDATE: A FULL TRANSCRIPT IS UNDERNEATH THE OUTLINE). In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and expectations with wealthy

April 13, 2021 • Blog, Common Sense Economics, Finance & Economics, Financial Essentials, Podcasts, Psychology • Views: 1911

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: 752

BLOG: BEHAVIORAL FINANCE in a Nutshell (with Darren Rovell)

Need to know more about how behavioral finance concepts work in practice? Watch the below video . . . . I was on an interesting twitter discussion about the best behavioral finance books out there. The usual suspects came up:

February 5, 2021 • Blog, Dangerously Uninformed Commentary, Entertainment, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, Psychology, Stunning Video, Worth Reading and Watching • Views: 812

A Video Interview on “Wealth, Actually”

I have been looking though my old files and found this interview I did around the launch of my book back in August of 2018. David Grasso had me on a Facebook live forum which was great fun (and David couldn’t have been a

January 22, 2021 • Blog, Common Sense Economics, Finance & Economics, In The Media, Psychology, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 763

A Review of “The Psychology of Money” by Morgan Housel

Initial caveats: Morgan’s reputation for clear, broad-based writing is deserved. I read his blog at COLLABORATIVE FUND periodically. It is thoughtful on financial topics and it brings a level of heart and perception that is

September 14, 2020 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Psychology, Worth Reading and Watching • Views: 3777

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