Shows
Unintended ConsequencesUnmasking Bipolar DisorderIn the first episode of Conversations with Intent, Arden O’Connor speaks with Diana Clark about her journey with bipolar disorder, the challenges of masking, and the power of authenticity.2025-03-1700 min
Unintended ConsequencesWe’re Taking a HiatusIn 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...2024-01-3100 min
Beyond The Balance Sheet PodcastWe're Taking a HiatusIn 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. Ensure you're subscribed to our newsletter for updates on the upcoming show. You can sign up on our website at www.OConnorPG.com. Although Diana and I will continue as co...2024-01-3102 min
Unintended ConsequencesPhenomenally Autistic: An Artist’s Story with Ayanna DavisWith Diana Clark, Arden O'Connor and Ayanna Davis2024-01-1000 min
Beyond The Balance Sheet PodcastPhenomenally Autistic: An Artist's Story with Ayanna DavisAyanna 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 diagnosis. Meeting Ayanna is an enriching experience. Her strength and perseverance radiate through every facet of her journey. IN THIS EPISODE: [:29] Diana introduces Ayanna Davis, also known as Ph...2024-01-1014 min
Unintended ConsequencesPsychological Assessments and Cognitive Testing with Dr. Colleen JacksonWith Arden O'Connor, Diana Clark and Colleen Jackson2024-01-0300 min
Unintended ConsequencesThere’s an App for That: AI and Mental Health and Dr. Sera LavelleWith Arden O'Connor, Diana Clark and Dr. Sera Lavelle2023-12-2700 min
Unintended ConsequencesBuilding a Happy and Harmonious Family with She-Rae ChenWith Diana Clark, Arden O'Connor and She-Rae Chen2023-12-2000 min
Beyond The Balance Sheet PodcastBuilding a Happy and Harmonious Family with She-Rae ChenShe-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 activities for children and supporting parents in prioritizing self-care. Join Arden and She-Rae as they delve into the mind-body connection, healthy eating and sleeping habits, and alternatives to screen-centric activities for children. Take advantage of the insights shared in...2023-12-2036 min
Beyond The Balance Sheet PodcastRevisited - Supporting Clients in What Matters with Michael & Zack ConwayWealth 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, join Arden and Diana to explain how they are supporting their clients' wealth in what matters. Michael and Zach discuss establishing a level of trust with their clients and initiating conversations ab...2023-12-0622 min
Beyond The Balance Sheet PodcastFinding an Ivy League Donor With Gail Sexton Anderson and Gloria LiThis episode is very personal and special for Arden. She is joined by Gail Sexton Anderson and Gloria Li from Donor Concierge, and together, they explore the invaluable services offered to women aspiring to become mothers. Donor Concierge has played a pivotal role in bringing countless families into existence by serving as dedicated advocates. They collaborate with many agencies involved in sperm and egg donation and surrogacy. This intricate and sensitive process is a remarkable journey of creation. Anyone interested in parenthood or donation will find this episode enlightening and informative. IN THIS EPISODE: 2023-09-1337 min
Beyond The Balance Sheet PodcastFrom Prison to Promise - A Lawyer’s Story with Jeff GrantJeff Grant possesses an intriguing narrative that he candidly recounts. His journey began with opioid addiction and culminated in him borrowing funds from clients' accounts, leading to his incarceration. Jeff underwent a transformative experience, earning his Master of Divinity degree and successfully reinstating his law license. He now serves as the visionary behind Progressive Prison Ministries and GrantLaw, which is dedicated to aiding individuals convicted of white-collar offenses by providing them with moral support and defense. This episode will be one of your favorites. IN THIS EPISODE: [01:27] Jeff shares his background st...2023-09-0631 min
Beyond The Balance Sheet PodcastDrugs, Sex, and the Right to Be Treated as an Adult With Dana Walsh SivakDana Walsh Sivak, a Falcon Rappaport & Berkman Partner and Co-Chair for the Elder Law practice group and a member of the firm's Litigation and Cannabis Law practice groups, joins Diana on the podcast today. Their discussion focuses on the treatment of the elderly and their autonomy in decision-making. Dana is passionate about safeguarding the rights of seniors, particularly concerning their usage of medically prescribed cannabis and matters of sexuality within assisted living environments. Join us for this candid and intimate conversation. IN THIS EPISODE: [00:33] Diane introduces Dana, and explains what the eld...2023-08-2329 min
Beyond The Balance Sheet PodcastThe Connection Between Crime and Mental Illness with Dr. Jhilam BiswasToday, Arden hosts Dr. Jhilam Biswas, an Instructor in Psychiatry at Harvard Medical School and a board-certified Adult and Forensic Psychiatrist. They discuss the connection between crime and mental illness. Dr. Biswas examines how frequently violent behavior and impaired judgment are rooted in trauma. She outlines the steps taken to evaluate the mentally ill and how, unfortunately, becoming involved in the judicial system may provide insight into the incarcerated. Don’t miss this informative episode of Beyond the Balance Sheet. IN THIS EPISODE: [01:10] Arden introduces Dr. Jhilam Biswas and shares her backg...2023-08-1632 min
Beyond The Balance Sheet PodcastTrauma-informed Care With Robyn Brickel M.A., LMFTToday, Diana hosts Robyn Brickel, a Licensed Marriage and Family Therapist boasting over 25 years of experience. During this episode, she will discuss the true nature of trauma and dispel any misconceptions surrounding it. Furthermore, she will delve into her three-stage trauma model, encompassing safety, stabilization, and addressing the root cause. This episode promises valuable insights into treatment methods, the dispelling of stigmas and myths, and the recognition of the significance of emotions. If you or someone you know is grappling with trauma, this is an essential listen to glean knowledge from Robyn's wealth of experience. I...2023-08-0922 min
Beyond The Balance Sheet PodcastRevisited - A Woman's World: Leading the Way in Business With Roberta SydneyRoberta Sydney is a successful entrepreneur and seasoned board director who uses her expansive expertise and experience to lead various real estate and financial services firms. In this revisited episode of Beyond the Balance Sheet, Roberta is here to talk about women in business, share her personal experiences, and offer valuable advice. Diana and Roberta discuss common stereotypes, ways that women can set themselves apart from male leaders, and the necessity of women having professional mentors and sponsors. IN THIS EPISODE: [02:10] Challenges that women face in the corporate world. [04:08] How...2023-07-2619 min
Beyond The Balance Sheet PodcastRevisited - Finding Hope in Recovery: Chris Herren Shares His JourneyIn this revisited episode of Beyond the Balance Sheet, Chris Herren, a former professional basketball player, joins us to speak about more than his sports history. He is a man in long-term recovery who uses his story to inspire others. He has spoken to over a million students, athletes, and community members about substance use prevention. Diana and Chris discuss his addiction journey, the importance of early prevention of substance abuse, and the need for family involvement during recovery. Listen as Chris shares his inspiring story and his heart for helping others in their sobriety journey. 2023-07-1925 min
Beyond The Balance Sheet PodcastRevisited - Simplify Your Life by Simplifying Your Investments With Allan RothOur guest for this revisited episode of Beyond the Balance Sheet is financial planner and writer, Allan Roth. Allan speaks about his unconventional business model of having the lowest client retention rate where he provides clients with a one-time financial plan and then gets fired. Allan and Arden discuss his goal to help people have an exciting life by having an incredibly boring investment plan. As a frequent contributor for publications such as The Wall Street Journal, New York Times, and Bloomberg, Allan explains his simple investment philosophy and the different ways he helps clients to minimize their risk...2023-07-1220 min
Beyond The Balance Sheet PodcastRevisited - Eating Disorders and The Role of Family Support With Rebecca ManleyDid you know that children as young as four years old can start developing poor body image? On this revisited episode of Beyond the Balance Sheet, Arden is speaking to Rebecca Manley about eating disorder awareness and prevention. Rebecca is the founder of MEDA (Multi-service Eating Disorders Association) and owner of Manley Coaching. Her passion is working with teens and families on issues related to body image and self-esteem. We are talking about how to teach body positivity to kids, what signs to look for in your child’s relationship with food, and the fine line between eating healthy an...2023-06-2831 min
Beyond The Balance Sheet PodcastRevisited - Recovery is a Family Affair With Stefan BateOur guest today in this revisited episode of Beyond the Balance Sheet is Stefan Bate, Chief Clinical Officer at Jaywalker Lodge. Stefan shares his mission as he helps men who have had previous treatment experiences. Stefan reflects on his own recovery journey and the blessings that he has experienced since graduating from Jaywalker and entering the field of psychology. Arden and Stefan discuss the spiritual and emotional elements of hitting rock bottom versus circumstantial consequences. They also dig into the perceptions faced by affluent families in treatment and how Stefan helps families set healthy expectations for treatment. 2023-06-2129 min
Beyond The Balance Sheet PodcastRevisited - The Elephant in the Room: Facing Addiction as a Family with Brad SorteOn this revisited episode of Beyond the Balance Sheet, Arden is speaking with Brad Sorte, about a topic that hits close to home for them both – facing addiction as a family. Brad talks about his struggle with substance abuse in his early 20s and his life-altering treatment experience at Caron, a treatment facility for addiction and behavioral health issues where he is now the President and CEO. They discuss the benefits and hindrances that families with resources face when dealing with a child with substance use disorder and how healing is accelerated when healthy boundaries are in place. Brad of...2023-05-3133 min
Beyond The Balance Sheet PodcastNavigating Parenting Today With Jim EastburnJim Eastburn, the Corporate Director of Transformational Experiences at Canyon Ranch, speaks with OPG’s Diana Clark about her upcoming presentation on how to navigate parenting today. He also shares about the philosophy behind the retreat’s diverse programming. Canyon Ranch professionals take an integrative approach to health and wellness. This beautiful facility provides an atmosphere for the perfect vacation while providing access to an incredible team of experts. Programs including sleep deficits, nutrition, weight loss, emotional problems, parenting and more. Jim also discusses plans for 2023. So if you are looking for life-changing experiences in a resort setting, look no fu...2023-02-0125 min
Beyond The Balance Sheet PodcastRevisited – One Family’s Journey of Love and LossIn 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 financial resources was not the only solution to finding appropriate care for Chris. Arden Sr. reveals the helpful advice she received on their journey and which characteristics of the O’Co...2022-10-2632 min
Beyond The Balance Sheet PodcastRevisited – Breaking the Stigma: Supporting Athlete Mental Wellness with Katie StrangOn 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 informed reporting and her mentality when speaking with a victim. Listen as she and Arden talk more about her career, athlete mental health, and self care. IN THIS EPISODE: 2022-09-2128 min
Beyond The Balance Sheet PodcastRevisited – The Psychopath in the Country Club With Dr. Ron SchoutenWe 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 as we chat about what to do when a loved one is diagnosed with psychopathy and how to identify a psychopath at the country club.2022-09-1435 min
Beyond The Balance Sheet PodcastRecovery is a Family Affair With Stefan BateOur guest today is Stefan Bate, Chief Clinical Officer at Jaywalker Lodge. Stefan shares his mission as he helps men who have had previous treatment experiences. Stefan reflects on his own recovery journey and the blessings that he has experienced since graduating from Jaywalker and entering the field of psychology. Arden and Stefan discuss the spiritual and emotional elements of hitting rock bottom versus circumstantial consequences. They also dig into the perceptions faced by affluent families in treatment and how Stefan helps families set healthy expectations for treatment. IN THIS EPISODE: [01:33] Stefan’s outlo...2022-08-3129 min
Beyond The Balance Sheet PodcastSimplify Your Life by Simplifying Your Investments With Allan RothToday’s guest is financial planner and writer, Allan Roth. Allan speaks about his unconventional business model of having the lowest client retention rate where he provides clients with a one-time financial plan and then gets fired. Allan and Arden discuss his goal to help people have an exciting life by having an incredibly boring investment plan. As a frequent contributor for publications such as The Wall Street Journal, New York Times, and Bloomberg, Allan explains his simple investment philosophy and the different ways he helps clients to minimize their risk and maximize a high return. ...2022-08-1020 min
Beyond The Balance Sheet PodcastMental Health and Estate Planning - What to Consider With Patricia AngusToday, we are joined by Patricia Angus, Founder and CEO of Angus Advisory Group LLC. For more than 25 years, Patricia has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropies. She and Arden discuss estate planning with mental health and addiction issues in mind. Patricia outlines the first steps that families need to take before starting their estate plans. She explains the important mix of legal and psychological training that advisors need to best serve their clients. Listen for insightful information and tools that families can use when they begin their estate...2022-08-0325 min
Beyond The Balance Sheet PodcastThe Connection Between Affluence and Substance Use With Bill MessingerIn this episode, Arden speaks with her dear friend and professional mentor, Bill Messinger. Bill, a retired lawyer, is an alcohol counselor and leading expert in helping affluent families with substance use issues. Arden and Bill start the conversation by discussing whether affluent families have higher rates of substance use, in addition to the stigma experienced by affluent families and the treatment they receive. Bill explains how consequences are key to helping people with addictive disorders and how families have to understand the long-term nature of recovery. This is a great conversation for those who have loved ones with s...2022-07-2729 min
Beyond The Balance Sheet PodcastThe Value of Neuropsychological Testing With Dr. Bill StixrudWe are honored to have Dr. Bill Stixrud as our guest today. Dr. Stixrud is a clinical neuropsychologist and founder of the The Stixrud Group. He is the co-author of the national bestselling book, The Self-Driven Child: The Science and Sense of Giving Your Kids More Control Over Their Lives. Diana and Dr. Stixrud discuss the false assumptions that self-driven children of affluent families face. They discuss the benefits of medication and other behavioral strategies for children with ADD and ADHD, as well as how neuropsych testing can help kids be more confident and successful in school. Dr. Stixrud...2022-07-2027 min
Beyond The Balance Sheet PodcastYou are the Pioneer of Your Own Life With Dr. Jamie WeinerToday's guest is Dr. Jamie Weiner, a psychologist and author of ‘Quest For Legitimacy.’ In his book, he interviewed many rising generation individuals from across the world about what it’s like to grow up in affluent or prominent families. His research focuses on breaking moments and how they impact a person’s quest for purpose and fulfillment. Diana and Dr. Weiner discuss finding purpose when options seem unlimited. He offers advice for prominent families of rising generations. IN THIS EPISODE: [02:22] “What is it like growing up in the land of giants?” A frequently ask...2022-07-1322 min
Beyond The Balance Sheet PodcastAm I Adequately Insured? With Tamar Silberberg-ShiffmanToday, we’re switching up topics to discuss insurance coverage with Tamar Silberberg-Shiffman. Tamar is the co-founder of Concierge Insurance Solutions and works with high net worth clients to provide an adequate safety net to protect their families and assets. Diana and Tamar discuss why insurance is necessary, what types of insurance high-net-worth clients need, and the elements to look for when exploring insurance companies. Listen in to learn what gaps you might have in your own coverage and how to expand your safety net to create peace of mind. IN THIS EPISODE: ...2022-06-0819 min
Beyond The Balance Sheet PodcastAn Actor’s Path to Recovery and Healing with Ned Van ZandtToday’s guest on Beyond the Balance Sheet is Ned Van Zandt, a well-known actor and writer who has dedicated his time to helping those who struggle with substance use disorders and other mental health diagnoses. Ned is no stranger to the world of recovery because he has had his fair share of experiences with a transitional living home and has benefited from sobriety and mental health programs. Diana and Ned talk about his work as Program Director of Transcend Recovery NY and how giving back to others has been life-changing in his own story with addiction and recovery. ...2022-05-1818 min
Beyond The Balance Sheet PodcastEating Disorders and The Role of Family Support With Rebecca ManleyDid you know that children as young as four years old can start developing poor body image? Today on Beyond the Balance Sheet, Arden is speaking to Rebecca Manley about eating disorder awareness and prevention. Rebecca is the founder of MEDA (Multi-service Eating Disorders Association) and owner of Manley Coaching. Her passion is working with teens and families on issues related to body image and self-esteem. We are talking about how to teach body positivity to kids, what signs to look for in your child’s relationship with food, and the fine line between eating healthy and restrictive eating. Th...2022-04-2731 min
Beyond The Balance Sheet PodcastThe Elephant in the Room: Facing Addiction as a Family With Brad SorteOn this episode of Beyond the Balance Sheet, Arden is speaking with Brad Sorte, about a topic that hits close to home for them both – facing addiction as a family. Brad talks about his struggle with substance abuse in his early 20s and his life-altering treatment experience at Caron, a treatment facility for addiction and behavioral health issues where he is now the President and CEO. They discuss the benefits and hindrances that families with resources face when dealing with a child with substance use disorder and how healing is accelerated when healthy boundaries are in place. Brad offers ad...2022-04-2033 min
Beyond The Balance Sheet PodcastGrowing Through Grief: Learning from Your Loss With Cindy FinchCindy Finch has experienced her fair share of grief and loss and now helps others process and grow from trauma. On this episode of Beyond the Balance Sheet, Arden and Cindy discuss coping with uncertainty and how ultimately, grief is good. Cindy shares her personal experience with grief related to life altering illnesses. She also talks about how unhelpful parenting techniques can cause further pain for children as they grow up. Listen in as Cindy shares about her work with affluent families and the challenges they face related to grief and the invaluable lessons that we learn from times...2022-04-1328 min
Beyond The Balance Sheet PodcastBreaking the Stigma: Supporting Athlete Mental Wellness with Katie StrangOn this 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 informed reporting and her mentality when speaking with a victim. Listen as she and Arden talk more about her career, athlete mental health, and self care. IN THIS EPISODE: ...2022-04-0628 min
Beyond The Balance Sheet PodcastBuilding Financial Resilience with Todd CareyPrior to entering the wealth management industry, Todd Carey played professional baseball over eight seasons which makes him all too familiar with strategic planning, high achievement and high pressure environments. On this episode of Beyond the Balance Sheet, Todd discusses how the limelight on professional athletes has increased in the last decade and the importance of keeping your identity and career separate. Listen in as Arden and Todd talk about helping clients who struggle with mental health challenges and how the pandemic has changed his financial planning priorities. IN THIS EPISODE: [01:39] Todd’s tra...2022-03-3028 min
Beyond The Balance Sheet PodcastMike Richter’s Journey: Life Beyond the IceFollowing a 15-year career with the New York Rangers, Mike Richter is now a key spokesperson for environmental issues such as resource efficiency and climate change. Mike serves as president of Brightcore Energy, a provider of end-to-end energy efficiency solutions to the commercial market. Arden and Mike discuss his retirement from professional hockey and how he has navigated challenging times of tragedy and loss. We talk about family, business, and how to regain identity and purpose after major life changes. IN THIS EPISODE: [01:40] Mike shares about his transition from hockey to his next...2022-03-2330 min
Beyond The Balance Sheet PodcastBuilding From the Ground Up With Hanna StotlandHanna Stotland flunked out of high school, got a G.E.D., and went on to graduate from Harvard College and Harvard Law School. Since then she has helped countless families as an independent admissions consultant specializing in educational crisis management. Diana and Hanna talk about the rise in Title IX cases, how she helps students move forward after sexual misconduct allegations, and how parents can help children who are heading down the wrong path. IN THIS EPISODE: [01:20] Hanna shares how she went from high school dropout to Harvard Law School graduate to a...2022-03-0225 min
Beyond The Balance Sheet PodcastA Woman's World: Leading the Way in Business With Roberta SydneyRoberta Sydney is a successful entrepreneur and seasoned board director who uses her expansive expertise and experience to lead various real estate and financial services firms. Roberta is here to talk about women in business, share her personal experiences, and offer valuable advice. Diana and Roberta discuss common stereotypes, ways that women can set themselves apart from male leaders, and the necessity of women having professional mentors and sponsors. IN THIS EPISODE: [02:10] Challenges that women face in the corporate world. [04:08] How Roberta pivoted from financial services to where she is now. [05:49] Why it’s...2022-02-2319 min
Beyond The Balance Sheet PodcastFinding Hope in Recovery: Chris Herren Shares His JourneyChris Herren is a former professional basketball player, and even more than his sports history, he is a man in long-term recovery who uses his story to inspire others. He has spoken to over a million students, athletes, and community members about substance use prevention. Diana and Chris discuss his journey, the importance of early prevention of substance abuse, and the need for family involvement during recovery. Listen as Chris shares his inspiring story and his heart for helping others in their sobriety journey. IN THIS EPISODE: [01:30] Chris Herren’s childhood and his f...2022-02-1625 min
Beyond The Balance Sheet PodcastA Proactive Approach to Physician Wellness With Dr. Greg SkipperDr. Greg Skipper has devoted his career to assisting professionals in crisis. He has been instrumental in developing some of the standards for diagnosis and treatment for substance use disorders among medical professionals. Dr. Skipper and Diana discuss the statistics associated with doctors and mental illness and what the barriers are to proper diagnosis and treatment. Dr. Skipper also shares how research shows that proper monitoring and positive reinforcement can lead to more successful recoveries. Listen as he shares his experience and the hope that there is for medical professionals who have substance use disorders. IN...2022-02-0925 min
Beyond The Balance Sheet PodcastFamily Enterprise: When Strategy Collides With Vision and Values With Debbie BingDebbie Bing is President and Principal at CFAR (Center for Applied Research) where she uses her conflict-resolution and negotiation expertise to help family businesses and other organizations build collaborative approaches to their most pressing business challenges. Debbie talks about the emotional and strategic layers that family businesses are faced with when it comes time to engage with the new leaders, spouses, or the next generation. She speaks to her background in mediation and conflict-resolution. Tune in as Debbie addresses conflict, risk, and how the next generation should step out and step into roles where they can use their skills...2022-01-2624 min
Beyond The Balance Sheet PodcastBeyond Burnout With Dr. Lesley Tate-GouldDr. Lesley Tate-Gould is a Co-founder and the Executive Director of Lido Wellness Center (LWC). She was inspired to open LWC after becoming aware of the gaps in residential treatment facilities for adults and adolescents with mental conditions related to addiction and eating disorders. First, Dr. Tate-Gould shares how LWC differs from other treatment facilities by looking beyond a patient’s external symptoms. The conversation shifts to address how the pursuit of success in our hustle-obsessed culture greatly affects us more than we realize. Listen as Dr. Lesley Tate-Gould talks about a healthier view of success and achievement and th...2022-01-1921 min
Beyond The Balance Sheet PodcastKetamine Infusion Therapy: Expert Dr. Craig Heacock Discusses Safe Protocols & RisksDr. Craig Heacock 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 and bipolar disorder. Tune in as Dr. Heacock reveals how a state-of-the-art assessment delivery and follow-up for ketamine would look like. IN THIS EPISODE: [02:00] Ketamine: a brief history of the past fifty ye...2022-01-1224 min
Beyond The Balance Sheet PodcastLights, Camera, Anxiety: Impact of Fame on Mental Health With Dr. Jason SchiffmanDr. Jason Schiffman is the founder and Director of Camden Center, a nationally recognized center of excellence for treating mental health and addictive disorders. First, Jason explains whether or not celebrities struggle differently than the rest of us and how the support system of a celebrity differs from the general public. Later, Dr. Schiffman discusses the complexities and benefits of group therapy for someone who is in the public eye. Tune in as we speak about the importance of vulnerability to building the foundation of emotional wellbeing. IN THIS EPISODE: [02:30] Do celebrities st...2022-01-0523 min
Beyond The Balance Sheet PodcastSupporting Clients Through Life Transitions with Tom McCulloughTom McCullough is Chairman and CEO of Northwood Family Office, a Toronto-based multi-family office serving the comprehensive needs of families of significant net worth. In this episode, Tom discusses how he supports families during financial and emotional transitions and reveals how he builds trust with families to disclose sensitive information. Tune in as we chat about preparing for the unexpected when it comes to family planning, the inspiration behind Tom’s books, and the advice Tom would give a former version of himself. IN THIS EPISODE: [02:50] How Tom supports families during financial and e...2021-12-2925 min
Beyond The Balance Sheet PodcastFinancial Literacy: Arming the Next Generation With Courtney PullenCourtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this episode, Courtney joins us to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat about grit, teachable money moments, and dealing with your own money issues. IN THIS EP...2021-12-2227 min
Beyond The Balance Sheet PodcastIt Takes A Village: Finding the Right Professional Match With Naz HassaneinFor the past 20 years, Naz Hassanein has worked in the family office community, both in Boston and nationwide. In this episode, 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: [01:50] Naz speaks about some of the most memorable family systems sh...2021-12-1529 min
Beyond The Balance Sheet PodcastStruggles of Sudden Wealth With Jennifer RisherJennifer Risher, author of “We Need to Talk: A Memoir About Wealth,” 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 discussions with people around money. Tune in as we talk about why wealth shouldn’t be a barrier to having great relationships in your life; instead, you should focus on authenticity, connection, and intimacy. IN THIS EPISODE: [01:35] About Je...2021-12-0826 min
Beyond The Balance Sheet PodcastJames Hughes Discusses Preserving Assets and Creating LegacyJames Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. First, Mr. Hughes speaks about family governance and explains why families need it. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for the human community to prosper and how power plays a role in family dynamics. IN THIS EPISODE: [02:05] What...2021-12-0125 min
Beyond The Balance Sheet PodcastAn Open Book: Brian Cuban’s Success in RecoveryBrian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this episode, Brian discusses the inspiration behind his recovery advocacy work and what led to his recovery journey. Additionally, Brian explains why it’s essential to have an open dialogue surrounding body dysmorphia and how recovery can lead to acceptance. If you’re starting your journey to recovery, listen as we reveal which first steps you can take. Stay tuned as Brian shares what helped during his recovery journey and dives into his new book, The Ambulance Chaser. You can preorder The Ambulance Chaser now, or o...2021-11-2426 min
Beyond The Balance Sheet PodcastHow Can Multigenerational Enterprises Thrive Leading With Purpose With Tsitsi MutendiTsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. We begin with Tsitsi discussing the inspiration behind her business, and she delves into her work managing conflict between generations. When it comes to managing conflict, some things in life are inevitable; we cannot avoid them. We discuss the importance of transitioning when it comes to legacy planning and Tsitsi reveals how the pandemic has impacted her work. Tune in for Tsitsi’s advice to teach your children about resilience and how you can find motivation if you're starting over in your business. IN THI...2021-11-1725 min
Beyond The Balance Sheet PodcastManaging What Matters To Families: The Qualitative Side of Family Office With Jim CoutréJim Coutré is responsible for the oversight of Fidelity Family Office Services' Insights & Connections program. Jim starts the conversation by diving into his responsibilities for the Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry experts and consultants and access to a peer networking program. Jim then explains that too many family offices are solely focused on financial capital; it's a lost opportunity. Tune in as we talk about why families need more than financial assistance and the importance of networking as a family office executive. To explore what Jim sees as t...2021-11-1026 min
Beyond The Balance Sheet PodcastGuardianships & Conservatorships: Lisa Cukier Shares How They Work and When Are They Needed? With Lisa CukierLisa Cukier is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health. Finally, Lisa dives into exactly what the process looks like of going through guardianships and conservatorships. Some families can be apprehensive about the process, and there are other options. Tune in as Lisa explains why an incentive trust could be a better alternative to a typical guardianship or conservatorship. ...2021-11-0327 min
Beyond The Balance Sheet PodcastReflections From My Mental Health Journey With Kitty SpragueKitty speaks out to share her story and help fight the stigma surrounding mental illness, in 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 to recovery; plus, Kitty gives advice for those struggling with depression and other mental health issues. Tune in as we talk about the stigma and discrimination around mental health in our society. IN THIS EPISODE: [02:05] Kitty has...2021-10-2728 min
Beyond The Balance Sheet PodcastPsychological Impact of Inherited Wealth With Thayer Cheatham WillisThayer Cheatham Willis is 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 than what they hear. Tune in as Thayer dives into how wealthy families react to stress, mental health, and substance use. IN THIS EPISODE: [02:20] How Thayer’s background helped inform the career that she chose to pursue. Thayer speaks about the im...2021-10-2026 min
Beyond The Balance Sheet PodcastOne Family’s Journey of Love and LossPeter 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 financial resources was not the only solution to finding appropriate care for Chris. Arden Sr. reveals the helpful advice she received on their journey and which characteristics of the O’Connor family helped them survive and grow. IN...2021-10-1332 min
Beyond The Balance Sheet PodcastBetrayal of Trust: Former Wall Street Executive Rebuilds After Conviction With Andrew CaspersenAndrew Caspersen lives and works in New York City and is actively involved in the recovery community. In this episode of Beyond the Balance Sheet, Andrew opens up about his self-destructive path of drinking and gambling. After his arrest, Andrew talks about piecing his life back together. He speaks about his faith in the process of recovery and why trust needs to be an action-oriented process. Tune in as Andrew reveals the most significant lessons he’s learned on his journey. IN THIS EPISODE: [01:45] Andrew opens up about his self-destructive path of drinking and gambling. After his...2021-10-0630 min
Beyond The Balance Sheet PodcastHope For Struggling Families: Understanding Borderline Personality With Disorder in Adolescents With Dr. Blaise AguirreOn this episode of Beyond the Balance Sheet, Dr. Blaise Aguirre, MD, a child adolescent psychiatrist, and Associate Professor in Psychiatry at Harvard Medical School speaks with Diana to discuss borderline personality disorder. Dr. Aguirre addresses the reluctance in diagnosing borderline personality disorder and dives into what effective treatment modalities there are for borderline personality disorder. Tune in as Dr. Aguirre discusses how emotional temperament can be genetic and shares the tips he has for parents who have a child with borderline personality disorder. IN THIS EPISODE: [03:35] Dr. Aguirre explains why clinicians are so reluctant to d...2021-09-2923 min
Beyond The Balance Sheet PodcastThe Crisis Is Over, Now What? A Mom's Journey Managing Her Daughter’s Mental Health With Dorothy WhitmarshDorothy’s experience as the mother of a child with ADHD and Bipolar Disorder led to her interest in educating other families touched by these issues. First, Dorothy opens up about her experience parenting a daughter who struggled with her mental health for many years. 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 of Beyond the Balance Sheet as we talk about what is preventing people from really finding and channeling resources to mental health concerns. I...2021-09-2232 min
Beyond The Balance Sheet PodcastTransforming Tragedy Into Advocacy With Gary MendellGary 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 substances. Tune in to this episode of Beyond the Balance Sheet as Gary talks all about Shatterproof and how they are changing the country’s consciousness around addiction. IN TH...2021-09-1527 min
Beyond The Balance Sheet PodcastHealing Through Giving Back : Families Investing in Behavioral Health With Nicholas MacPheeIn this episode, 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 innovative and unique companies. Tune in as Nick speaks about the importance of scale in philanthropy and why this generation is more active in philanthropic activities. IN THIS EPISODE: [01:00] How Nick started working in the f...2021-09-0829 min
Beyond The Balance Sheet PodcastRelationship Risk Management - How to Preserve Family Relationships While Managing Family Wealth With Tavan PechetTavan Pechet is the founder of Pechet Advisors, where he provides management consulting to wealthy families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to manage relationship risk and the critical elements for successful family mediation. Tune in to this episode of Beyond the Balance Sheet, as we chat about managing conflict and communication with families who disagree and the importance of due diligence, even with your family members. IN THIS EPISODE: [02:30] How risk management applies to relationships. [04:30] Families need to...2021-09-0123 min
Beyond The Balance Sheet PodcastBuilding Generational Wealth: How to Empower The Next Generation With Sue SchwartzmanSue Schwartzman joins us today to discuss a hot topic - building generational wealth. Sue has over two decades of experience working with high net worth individuals, families, and teens, helping them systematically and strategically engage in philanthropy and volunteerism while navigating and communicating money concerns and values. Sue begins by explaining how she advises and bridges gaps for families who have differing views on philanthropy by nurturing a cross-generational dialogue regarding decisions about generational wealth. Listen as Sue discusses the philanthropic views the younger generation is tackling, discretionary grantmaking, and the benefits of seeking out a generational wealth...2021-08-2528 min
Beyond The Balance Sheet PodcastKnow Your Worth, Know Your Wealth With Carrie Hausner CasdenCarrie Hausner Casden is an established business manager and money coach who has been in practice for over 25 years. Carrie opens the show by explaining how everyone has different perspectives and habits when it comes to money; there are especially significant differences between the money mindsets of men and women. If you are going through a divorce or considering divorce, Carrie explains the importance and benefits of hiring a money coach. Tune in as we chat about the importance of a savings account, the complexity of retail therapy, and how to still find joy with spending money. 2021-08-1827 min
Beyond The Balance Sheet PodcastBuying Your Way Into School With Jay Bacrania and Sheila AkbarJay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO, are guests on this week’s 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 challenges. In addition, they discuss the importance of having healthy boundaries during the college admissions process. Tune in as Jay and Sheila give their thoughts on the challenges of working with affluent families and the massive ne...2021-08-1135 min
Beyond The Balance Sheet PodcastHelping Clients With Behavioral Health Issues Navigate the Criminal Justice System With Elizabeth KelleyElizabeth Kelley is a criminal defense lawyer with a nationwide practice specializing in representing people with mental illness and intellectual/developmental disabilities. She built her practice integrating both criminal defense and mental illness because she firmly believes those with mental disabilities do not belong in the criminal justice system, and jail and prison are not treatment. Elizabeth discusses the range of people with all different types of mental and intellectual disabilities she represents in her practice, the detrimental effects the criminal justice system has on people with mental disabilities, and the lack of programs and resources for these individuals. 2021-08-0434 min
Beyond The Balance Sheet PodcastLife With Purpose: Philanthropy With the Next Generation With Danielle Oristian YorkDanielle Oristian York is a speaker, consultant, and trainer working with those who seek to change the future through a strategic and operational exploration of values and identity. Danielle opens the show by speaking about her role as the executive director of 21/64, a nonprofit practice founded to serve philanthropic and enterprising families. Danielle reveals how we should have conversations with younger generations around wealth and philanthropy. As parents, we need to take advantage of our highly connected society and teach our children about using money as a tool. Lastly, Danielle explains why you should never outsource your parenting. 2021-07-1426 min
Beyond The Balance Sheet PodcastConcierge and Comprehensive: The Reincarnation of Family Medicine With Dr. Jordan ShlainDr. Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data, and science. First, we discuss Dr. Shlain’s unique approach to the healthcare system and the background and experiences that led to his family office. Dr. Shlain reveals why wealth changes the outcome of how he can deliver healthcare. Plus, we discuss the type of people willing to avoid the insurance route and become his patients. Tune in as Dr. Shlain reveals the biggest surprise he came across when starting his practice. IN THIS EPISODE: [01:30] Dr. Shl...2021-07-0737 min
Beyond The Balance Sheet PodcastThe Consilium Process: Divorce vs. Restructuring With Heidi WebbHeidi Webb has been licensed to practice law in Massachusetts and before the Federal District and Appeals Courts since 1986. In today’s episode of Beyond the Balance Sheet, we talk all about the different ways to restructure a family besides the typical divorce. Heidi likes to work backward with her clients by encouraging them to think about where they want their families to be in ten years, and then devise a plan from there. In addition, Heidi explains how the consilium process differs from a regular divorce and the importance of restructuring a family to keep control. Tune in as...2021-06-3030 min
Beyond The Balance Sheet PodcastThe Psychopath in the Country Club With Dr. Ron SchoutenWe all 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. Dr. Ron Schouten, Director of the Forensic Psychiatry Fellowship at St. Elizabeth's Hospital, Director Emeritus of the Law & Psychiatry Service of the Massachusetts General Hospital, and Chair of the Association of Threat Assessment Professionals Governmental Affairs Committee, joins Arden and Diana this week 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...2021-06-2335 min
Beyond The Balance Sheet PodcastSupporting Your Clients Health and Wealth with Michael and Zach ConwayWealth 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 today’s episode, Michael Conway, founder and CEO of Conway Wealth Group, and Zach Conway, Managing Director of Conway Wealth, join Arden and Diana to explain how they are supporting their clients' wealth in what matters. Michael and Zach discuss establishing a level of trust with their clients and initiating conversations about the non-financial issues in thei...2021-06-1622 min
Beyond The Balance Sheet PodcastWalking Into a Tsunami: Managing Difficult Family Meetings With Ellen PerryEllen Perry is the founder and principal of Wealth Bridge Partners, and has years of experience working with families of substantial wealth. Talking about money among family members can bring out difficult emotions and stress. In this week’s episode of Beyond the Balance Sheet, Ellen tells us how she personally works with families to tackle tough decisions and open the lines of communication between family members. Tune in to this episode to learn more from Ellen Perry. Visit our website at: beyondthebalancesheet.com.2021-06-0928 min
Beyond The Balance Sheet PodcastA First-Person Account: The Fertility Journey With Julia KarolJulia Karol is the president and COO of the Watermill Group. She has a number of different philanthropic engagements and was named the Most Influential Women in Mid-Market M&A by Mergers and Acquisitions Magazine for three consecutive years. Julia is also the host of Stork’d, a podcast that explores and celebrates the many paths to building a family. As a person who went through it herself, Julia shares her advice on how you can get through your own fertility journey. Family building is one of the biggest decisions you can make in life, and with the...2021-06-0231 min
Beyond The Balance Sheet PodcastAre We The Worst Family Ever? With Rob LachenauerRob Lachenauer is a partner and CEO at Banyan Global. He has been both a consultant and entrepreneur, and has traveled extensively throughout the world doing consulting work and entrepreneurial advice work. Rob has written a book that has been translated into at least 7 languages called Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise that talks about success and endurance in the family business. Tune in as Rob shares the lessons he learned from his experience working with high-net-worth families who question whether or not they are the ‘worst family ever’. Vi...2021-05-2631 min
Beyond The Balance Sheet PodcastWhen Families Collide: Managing Tense Family Dynamics With Stacie Feldman HausnerStacie Feldman Hausner, Esq. has successfully mediated hundreds of cases in the areas of business, family conflicts, personal injury, employment, real estate, and other areas. She is known as an out-of-the-box thinker, which is why we’re very excited to have her as a guest today. Stacie is an expert on the issue of conflict in general and finding solutions that work with everybody, even when it doesn’t make everyone happy. Tune in as Stacie gives advice to family members and advisors dealing with family dynamics, conflict, and mediation. Visit our website at: beyondthebalancesheet.com. A...2021-05-1924 min
Beyond The Balance Sheet PodcastSetting Your Children Up for Success With Covie Edwards-PittsCoventry Edwards-Pitt, affectionately known as Covie, is a partner and Chief Creative Officer at Ballentine Partners. She is an author who has written several books, including, “Healthy, Wealthy, and Wise,” and has held numerous jobs and positions in her 24 years of experience. Covie’s experience makes her not just facile in dealing with individual concerns, but with families as well. In this episode, we will be covering how parents can better support the well-being of their children as they grow to become responsible, functioning, and capable adults. Visit our website at: beyondthebalancesheet.com. Although OPG has at...2021-05-1234 min
Beyond The Balance Sheet PodcastThe Cultural Landmines of Boarding Schools With David KorbIn today’s episode, we invited David Korb to be a guest. He is the founder of Commonwealth Student Services that provides personalized educational consulting and concierge services to domestic and international students. They are dedicated to providing the highest level of tailored services to students and their families to facilitate and enhance their entire educational experience. Listen in as David shares his experiences working and supporting students on campus, communicating with them in a way that they felt heard and seen, and how parents can continue parenting even from a distance. Visit our website at: beyondthebalancesheet.co...2021-05-0529 min
Beyond The Balance Sheet PodcastEffective Interventions with Aging Parents With Janet BenvenutiWe have a wonderful guest in this podcast episode, Janet Benvenuti. Janet is considered one of the country's leading health and family advocates. She founded Circle of Life Partners and has counseled hundreds of families and educated thousands of people on how to plan for longevity and support of aging relatives without disrupting their careers, damaging health, or depleting a family's finances. Janet also advises leading clinicians, business executives, professional advisors, and entrepreneurs on how to best meet the needs of an aging population and their adult children. In this episode of Beyond the Balance Sheet, Janet discusses normalizing...2021-04-2838 min
Beyond The Balance Sheet PodcastRich and Resilient: How Is It Possible? With Dr. Lee HausnerDr. Lee Hausner is a recognized clinical psychologist, business consultant, and seminar leader. And amongst her many accolades and professional achievement, she has written a book titled Children of Paradise: Successful Parenting for Prosperous Families. She is a renowned speaker for Young Presidents’ Organization, World Presidents’ Organization, TIGER 21, and has worked with high-net-worth families. In this episode, she will be talking about her experiences from 30 years of working with families, the values she believes in, and how you can help your client holistically. Visit our website at: beyondthebalancesheet.com2021-04-2129 min
Beyond The Balance Sheet PodcastWhy Your Relationship With Your Advisor Matters: A Young Inheritor Turned Legacy Coach Offers Reflections from Life and Work With Kristen HeaneyKristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations. Visit our website at: beyondthebalancesheet.com2021-04-1426 min
Beyond The Balance Sheet PodcastThe Unexpected Crisis With Greg HenningWe are excited to be joined by Greg Henning in today’s episode. Greg has worked in the District Attorneys' office and has had an outstanding educational career. He was also a member of the Homicide Response Team and Chief of the Gang Unit. Now, he runs a very different company at Henning Strategies and works on crisis management and legal strategies for people who are in trouble. Talk about an impressive resume! In this episode, Greg discusses the kind of services his firm offers under the Critical Incident niche, avoiding critical incidents, the art of public apology, and wh...2021-04-0727 min
Beyond The Balance Sheet PodcastFamily Governance: The Tool for Well-Being With Daniel TrimarchiGovernance is ‘the way things are done around here’. It is the development of policies, procedures, and structures and ultimately, it comes down to communication, decision-making, clear boundaries, roles and responsibilities, and finding a way to document this for the benefit of the clients. Today’s guest is Daniel Trimarchi, he is part of the KPMG Private Enterprise Family Business practice, which specializes in family governance and succession planning. In this episode, Daniel shares his experience in creating governance structures, facilitating safe conversations, and removing the advisors biases when working with clients. Visit our website at: beyondthebalancesheet.com2021-03-3131 min
Beyond The Balance Sheet PodcastUnexpected Pain: Losing a Child to Suicide With Neil Smith and Margaret StoneSuicide is not something that discriminates. It does not have any economic, status, or gender boundary. Margaret Stone and Neil Smith join us to talk about a topic impacting so many people. Speaking from the heart and a place of vulnerability, Margaret and Neil share their experience with suicide in their family and how to help people who are going through a difficult time in their lives. Visit our website at: beyondthebalancesheet.com2021-03-2439 min
Beyond The Balance Sheet PodcastManaging Difficult Clients Without Getting Fired With Dr. Jim GrubmanDr. Jim Grubman is a family wealth consultant and serves as the curriculum expert and chair for the ultra-high net worth institute. He works with families and understands both the psychology of families and the complexities that come with being a high-net-worth family. Dr. Grubman shares with us how wealth is much more complicated to learn and adapt to. Tune in as we talk about issues often arising around wealth and how a consultant can help.2021-03-1722 min
Beyond The Balance Sheet PodcastInsights From an Unprepared Beneficiary With Katie BurdenMeet Katie, Diana’s god-daughter and the beneficiary of a multi-generational trust. As someone who has struggled with mental health issues, eating disorders, and substance abuse, Katie has advice for our listeners on what to consider when interacting with people who have similar situations such as hers. Tune in as Katie gives experience-based advice to parents, family members, and trust officers on how to deal with people who struggle with similar issues. 2021-03-1023 min
Beyond The Balance Sheet PodcastComplex Estate Plans: Practical Strategies for Families to Consider with Impaired Beneficiaries With Scott E. SquillaceIn today’s episode, we are joined by Scott E. Squillace who is a business, tax, and estate planning attorney with 34 years of experience practicing law. His practice includes estate planning needs for an international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. In this episode, we talk about how his life circumstances that evolved over decades made him very comfortable with his niche. He shares advice on dealing, approaching, and communicating with clients with or has a family member with mental illness or substance abuse. How to work with trust instruments & trustees, and more.2021-03-0325 min
Beyond The Balance Sheet PodcastGifts & Gratitude With Diana Clark & Arden O’ConnorDiana and Arden will discuss the benefits of gratitude journals.2021-02-2505 min
Beyond The Balance Sheet PodcastNavigating Healthcare: How to Help Families in Medical Crisis With Dr. Daniel Carlin We are lucky to be joined by Dr. Daniel Carlin, a board-certified emergency physician and national leader in the field of telemedicine. Dr. Carlin opens the show to speak about the most substantial healthcare gap he fills with his medical practice. Unfortunately, there is a massive problem around continuity and accountability in the healthcare system. There needs to be familiarity between the patient and their physician to get an excellent diagnosis. One way to create a strong relationship between physician and patient is through technology. Tune in as Dr. Carlin talks about the correlation between wealth and h...2021-02-1727 min
Beyond The Balance Sheet PodcastSmall Acts of Kindness With Diana Clark & Arden O’ConnorIn anticipation of Valentine’s Day, Diana and Arden discuss the ways in which they show kindness to those closest to them.2021-02-1205 min
Beyond The Balance Sheet PodcastFragile Power With Dr. Paul L. HokemeyerDr. Paul L. Hokemeyer, a licensed marriage and family therapist, consultant, and author. He is one of the world's foremost experts on resolving the complex, sensitive, and highly nuanced issues that arise among the world's most prominent families. Dr. Paul describes how he developed his expertise in working with the wealthy and powerful. We discuss how some behavioral health providers may not be trained in addressing the needs of ultra-high net worth families. Paul reveals what techniques are effective when professionals encounter challenging personalities with large egos and narcissism. Tune in as we share information about how to effectively...2021-02-0328 min
Beyond The Balance Sheet PodcastWeaving Gratitude and Appreciation Into Our Lives With Diana Clark & Arden O’ConnorArden and Diana discuss the ways a structure of practicing gratitude increases measurable happiness.2021-01-2703 min
Beyond The Balance Sheet PodcastAging Gracefully: A Conversation on Family and Caregiver Considerations With Joanna Gordon MartinJoanna Gordon Martin has spent years as a respected entrepreneur, investor, and biotech industry executive. Joanna founded Theia Senior Solutions to meet the clients' needs that she understands well: adult children facing the decline of a parent's health and cognitive function while at the peak of their own career and family obligations. Joanna gives tips on when it's time to have a conversation with your parents about their declining health. Later, Joanna speaks about how caregiving conversations are changing during the global pandemic and the ways people are reconsidering how to keep themselves well. Tune in as we talk...2021-01-2031 min
Beyond The Balance Sheet PodcastNew Year's Resolutions Versus Goals With Diana Clark & Arden O’ConnorArden and Diana discuss the benefits of small steps towards changing the status quo.2021-01-1304 min
Beyond The Balance Sheet PodcastTalking Turkey With Diana Clark & Arden O’ConnorArden and Diana discuss the ways to approach this holiday season in the middle of a pandemic that may actually result in a silver lining for families.2020-12-1607 min
Beyond The Balance Sheet PodcastAn Advisor Shares: Tough Conversations with Clients in Crisis With Eric BrotmanEric Brotman opens the show speaking about how he helps clients through a crisis as a financial advisor. When there is a spouse's loss, Eric will make sure that there is a multi-generational approach when it comes to the family. As a financial advisor, Eric needs to be alerted when a family crisis occurs. However, Eric understands that he is not a therapist, and he doesn't cross that fine line. When conflict occurs, a financial advisor may be one of the first people that get a call and an advisor needs to be ready to have tough conversations. Tune...2020-12-0730 min
Beyond The Balance Sheet PodcastA First-Person Account: How Mental Illness Impacted My Success With Dr. Leon RosenburgDr. Leon speaks about his mental health diagnosis, establishing his diagnosis of bipolar two disorder later in life. Dr. Leon believes if he had been diagnosed early on in his life, he might not have had so many creative experiences. Although, Dr. Leon thinks that his personal life would not have been as tumultuous if he had been diagnosed earlier. Tune in as Dr. Leon reveals the close relationship he had with his financial advisor & how to speak with your loved ones about mental illness.2020-12-0725 min
Beyond The Balance Sheet PodcastPilot: Why We Started Beyond The Balance Sheet With Diana Clark & Arden O’ConnorOur goal is to promote a sense of family recovery by educating people on mental wellbeing and physical wellbeing. When one of your clients has a serious issue, we provide information that will help you have a meaningful conversation with them. Mental illness is a massive topic that we will cover throughout this podcast. If someone you know has a mental illness, there is not a limited trajectory for their life; that’s just one myth that we want to debunk. Tune in as we talk about the power of finding the right resources.2020-12-0326 min