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Showing episodes and shows of
Reimagine Wealth And Susanna Penfield
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Reimagine Wealth Pod 🎙️
episode 10: building bridges with our family of origin
in honor of today being mother's day, in this episode…you’ll hear from both Susanna Penfield(our beloved guest from episode 5, linked below if you haven’t listened to it yet) and her mom, Annie Penfield!together, Annie and Susanna share more about:what it was like when Susanna approached Annie about her desires to redistribute her entire $1M inheritancethe messiness that comes with moving towards each other instead of away from each otherthe narratives of wealth they each had been born into and internalized as well as the na...
2025-05-11
58 min
Reimagine Wealth Pod 🎙️
episode 5: 🔨 trust-busting with Susanna Penfield
in this episode…you’ll hear Susanna Penfield (she/her) share her story about organizing her family and financial team to dissolve her $1M trust fund and her work now which includes 1) creating integrated care teams of values-aligned financial professionals (which is how we met!) called Chosen Family Office and 2) Breaking Up Sequestered Trusts and Endowments for Distribution (BUSTED, learn more by checking out her writing on The BUSTED Chronicles).publishing cadence? still figuring this out, check back or subscribe to see latest episodes!music produced by my brother, Joshua Middlebrooks, you can find him on S...
2025-03-16
55 min