Beyond The Balance Sheet Podcast

Beyond The Balance Sheet Podcast

Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.

Episodes

January 31, 2024 2 mins

In this episode of Beyond the Balance Sheet, Arden shares that the podcast is going on a brief hiatus. It will return in June 2024 with a fresh, new spin. Please stick around – we’ll be bringing you top-notch guests, including professionals and individuals with inspiring personal journeys. During our new podcast, we'll be shedding light on stories of resilience and addressing challenging topics not often discussed. Ens...

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In this revisited episode of Beyond the Balance Sheet, Dr. Craig Heacock joins us. He is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. First, Dr. Heacock gives us a brief history of ketamine from the last fifty years as an FDA-approved drug. We talk about how ketamine became a go-to treatment for resistan...

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In this revisited episode, we are joined by OPG’s Director of Aging Services, Sam van Kalkeren. Sam discusses how to help a loved one faced with a dementia diagnosis. He gives excellent information on how to communicate with a loved one to ensure their voice is heard as they navigate this difficult path. Sam talks about the benefits of having a care partner and what type of support they can offer the family. It is vita...

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Ayanna Davis, also known as Phenomenally Autistic, joins Diana to discuss her unique path to navigating autism as a black artist. Autism is often overlooked within the black community in America. Ayanna actively promotes the recognition of autism, using her art to express love, joy, equity, diversity, and inclusion. Alongside her advocacy, she has faced various health challenges commonly associated with an autism diagn...

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Dr. Colleen Jackson discusses cognitive testing in a way that makes it easily understandable, alleviating any apprehension associated with the assessment. She starts by distinguishing between neuropsychological testing and cognitive assessments. Colleen shares insights into her approach and describes the valuable information that can be obtained from the testing process. Emphasizing a holistic perspective, she looks at...

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Dr. Sera Lavelle has a unique perspective on therapy and technology, specifically artificial intelligence (AI). Dr. Lavelle, owner of New York Health and Hypnosis and Integrative Therapy and founder of Bea Better Eating, shares insights on how AI has influenced her practice and discusses the pros and cons.  Dr. Lavelle talks about the various apps designed to teach about mindful eating and other disorders. She explains...

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She-Rae Chen, the CEO and visionary behind SpringSpot, introduces comprehensive health principles to steer your family toward a balanced mental and physical lifestyle. In today's discussion, she elaborates on the structured framework that guides parents, children, and families in fostering a positive and healthy perspective on their well-being. SpringSpot was born to aid busy families like yours by providing wholesome ...

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Jeff Johnston experienced the loss of his oldest son to Fentanyl poisoning in October 2016 and tragically lost his wife to alcoholism in 2021. Since then, he has dedicated himself to making a difference in mental health. In this edition of Beyond the Balance Sheet, Jeff shares his compelling story of a tragic death, substance use, and his path to recovery. His objective is to change the narrative around substance use a...

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Wealth advisors are continually nudged into broader elements of their client's lives. It’s up to these financial advisors to fulfill the role in addressing many situations, which helps them build a solid financial plan encompassing all aspects of their client's lives. In this revisited episode of Beyond the Balance Sheet, Michael Conway, founder and CEO of Conway Wealth Group, and Zach Conway, Managing Director of Conway Wealth, jo...

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We're thrilled to have Haley Moss join us on this edition of Beyond the Balance Sheet. Haley, the first neurodiverse attorney in Florida, has been a dedicated advocate for individuals with disabilities since the age of 13. Her early diagnosis of autism provides her with a distinctive viewpoint, and she openly shares her personal experience. Haley discusses the “myth of independence” and how autism is like speaking anot...

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Futures Recovery Health provides high-quality mental health services, including a program for the wealthy, on a 10-acre property in Tequesta, Florida. In this episode of Beyond the Balance Sheet, CEO Mike Holloway explains the origins of this family-owned enterprise and the reasons behind its out-of-network model. Mike describes the facility, the factors that make it a premier mental health facility choice, the care provided, and t...

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When an older adult needs to sell their home, they should seek out a real estate agent holding a  Seniors Real Estate Specialist (SRES) designation. In the latest episode of Beyond the Balance Sheet, Adam Hayes, owner of Milestones Realty, explains the benefits of engaging an agent holding the SRES distinction. He also sheds light on the challenges older adults might overlook in today's real estate market.  If you are ...

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Larry Sprung, founder of Mitlin Financial, dedicates his free time to raising awareness around mental health and suicide. He dedicated more than 12 years to serving on the National Board of the American Foundation for Suicide Prevention (AFSP). In this impactful episode, Larry will share why this cause is close to his heart and provide guidance on supporting a friend or loved one dealing with depression. Addressing sui...

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In this revisited episode of Beyond the Balance Sheet, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20 years. First, Nick explains how he started working in the field of philanthropy with mental and behavioral health. Mental health resources and support services are needed now more than ever; Nick describes how he finds exemplary philanthropists to invest in innovati...

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When a patient finds out they are terminally ill, with less than six months to live, they may choose Medical Aid in Dying in certain states. In this revisited episode of Beyond the Balance Sheet, Dr. Robin Plumer talks to us about what Medical Aid in Dying is and how patients decide to pursue it. Dr. Robin Plumer says her job is like “a midwife to dying.” She discusses the circumstances where it is performed and the loving environm...

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Gary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America. Gary’s son, Brian, tried drugs and alcohol which ultimately led to addiction. Unfortunately, Brian died of this addiction disease that affects more than 22 million Americans every day. Gary discusses the warning signs that families should look out for, when worried if their child may be using ...

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Jay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO, are guests on this week’s revisited episode. Signet helps students and parents develop skills they will need to overcome challenges and empower students to make successful decisions in college. Jay and Sheila explain how parents can navigate engagement with their child who has difficulty with executive functioning ch...

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If you're part of a multi-generational family business or acquainted with someone in such a situation, this episode is tailor-made for you. Cindy Adams Harrison, a seasoned performance coach, specializes in helping families navigate the complexities of succession planning and helping them achieve success. Her extensive experience, initially honed as a sports performance coach, smoothly transitions into family business ...

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Michelle Dickinson has had a challenging life but has used her experiences to become a source of inspiration and support for others dealing with bipolar disorder, depression, and victimization. Her journey from growing up with a bipolar mother to overcoming depression after a divorce is undoubtedly a testament to her resilience and determination. Michelle’s story provides a safe place for those persevering through a di...

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Today, Steven Wolt is on a mission to support men dealing with sexual addiction. His life turned downward when he became ensnared by pornography, which ultimately resulted in the loss of his job. Presently, Steven is on the road to long-term recovery and has established Valor Recovery to aid other men grappling with this addiction. Engaging with a community of men who openly share their experiences has proven beneficia...

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