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 25, 2023 28 min

In this revisited episode of Beyond the Balance Sheet, Kitty speaks out to share her story and help fight the stigma surrounding mental illness. She hopes families and clinicians will invest more research and awareness around symptoms and effective treatment methods. First, Kitty opens up about her struggles with bipolar disorder, OCD, and binge eating disorder. Kitty then reveals what she would have done differently on her journey...

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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 resistant depression ...

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Luke Jernagan, an ordained priest in the Episcopal Church and Director of Family Learning at the Matter Family Office, passionately shares the value of counseling for wealthy multigenerational business owners and their families. The problems facing any family are complicated; however, the issues can escalate when wealth is added to the equation. The Matter Family Office provides tools that enable families to work through problems w...

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In this revisited episode of Beyond the Balance Sheet, we are joined by Thayer Cheatham Willis, an internationally acclaimed author, educator, speaker, and leading authority in wealth counseling. Thayer shares insight on how her background helped inform the career she chose to pursue and the importance of wealth counseling.We chat about the importance of exemplifying values and how children will learn from what they see, rather tha...

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Today, we are joined by Dr. Kain Weaver to discuss the power of words, especially when recovering from a medical condition. Dr. Weaver experienced a stroke at the age of 28 while in his first year of residency. Defying the odds, he survived the stroke and learned lessons he hopes to implement in the medical world. Because of his hospital experience, the power of words spoken to patients became evident. After being told he would nev...

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Today 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 vital to have a care partner if the ai...

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Today we are joined by Eva Wathén, who works with family-owned businesses to help them navigate the inherent complexities and form a united company. Her firm works to create a solid organizational culture. Eva discusses techniques her team uses to support evolving businesses and provides examples of when a family-owned business may bring in a third party to help with strategy. She encourages companies to look at its values, vision,...

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December 7, 2022 30 min

Joe Szimhart has worked with more than a thousand people to help them leave cults. Through his experience being in and leaving a cult, he has focused on interventions to free others. During today’s episode, Joe helps us understand why someone might join a cult, how money impacts them, and what happens when one decides to leave a cult. He also touches on the physiological aspects of what people must deal with when leaving and what s...

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In this revisited episode of Beyond the Balance sheet, Dorothy discusses her experience as the mother of a child with ADHD and Bipolar Disorder which led to her interest in educating other families touched by these issues. She speaks about the journey of getting multiple opinions for her daughter’s diagnosis and reveals what she would have done differently for her family. Tune in to this episode as we talk about what is preventing ...

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In this week’s revisited episode of Beyond the Balance Sheet, we are joined by Jay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO. 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...

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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. Today, 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 environment it can create. Tune in today to learn more a...

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In this revisited episode of Beyond the Balance Sheet, Naz discusses some of the most memorable family systems she has seen in her career. Worthy Circles works with many affluent families; Naz explains how they give professional recommendations to their families. Tune in as we talk about the needs of advisors during Covid-19 and how Naz's work significantly impacts the way she manages her own family dynamics.

 

IN THIS EPISODE:

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In this revisited episode of Beyond the Balance Sheet, we are joined by Jennifer Risher, author of “We Need to Talk: A Memoir About Wealth,” who tells her story and explores the impact of wealth on identity, relationships, and sense of place in the world. Jennifer discusses her journey and the inspiration behind her career of helping people have much-needed conversations. Then, Jennifer gives tips on having awkward financial discus...

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In this revisited episode of Balance the Balance Sheet, Peter and Arden O’Connor Sr., parents of Arden O’Connor, Founder, and CEO of O’Connor Professional Group, share their experiences navigating the behavioral health care system with their youngest son, Chris. Arden Sr. and Peter were surprised by the early onset and intensity of Chris’ substance use. They join Diana to talk about the professionals they hired and how having finan...

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In this revisited episode of Beyond the Balance Sheet, Peter Hogan shares his story of growing up in a high achieving, privileged suburban area outside of Boston, and how we discovered substances at the young age of 12. Peter opens up about how he struggled to find his identity and how he discovered himself through his recovery journey. Listen as he talks about his experience in treatment and how his daily routine practices help cr...

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October 12, 2022 28 min

Alex Dayton has an impressive history in the mental health field including serving as the Clinical Director for Freedom Institute and the Chief Clinical Officer of Veritus. He joins us today to talk about addiction treatment and recovery for licensed professionals. Because of their license, professionals like doctors, lawyers, and judges are  more reluctant to seek treatment. The program offered by Veritus, which uses technology, h...

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Fentanyl poisoning is currently the leading cause of death for 18-45-year-olds and we need to start having conversations about it to bring more awareness. Today, Michele Lea shares the story of her brother who tragically died from an accidental overdose. The truth is that many of our teens and loved ones are struggling with substance use. It is crucial to educate them about the dangers of substance abuse and to make test strips rea...

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Today’s guest is Joe Schrank, a social worker, interventionist, community advocate, and co-founder of “The Fix.” Throughout this episode, Joe discusses the shift in perspective we can have regarding those suffering from addiction. He shares his struggle with addiction, how he went through recovery, and how he helps his clients by meeting them where they are with their addictions. Joe emphasizes that it is necessary to look at all t...

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On this revisited episode of Beyond the Balance Sheet, Arden is speaking with investigative writer, Katie Strang about her experience with covering social issues like sexual abuse and gendered violence. Katie writes for the Athletic and has been a leading voice on highlighting mental health awareness among athletes. She talks about why sexual misconduct is more rampant and undercovered within sports. She shares about trauma informe...

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We all may know someone who has psychopathy; however, not everyone knows the truth about it, how to identify the warning signs or what to do next once they identify the psychopath. In this revisited episode, Dr. Ron Schouten joins Arden and Diana to discuss the complexities of psychopathy. Dr. Schouten says you should not despair if someone you love shows signs of psychopathy and you should not overreact to their symptoms. Tune in ...

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