In a world where talking about the impact of money is difficult, we share stories and tips for reducing the negative impact that significant wealth can have on our emotions, relationships and behaviors. This podcast will include interviews with wealthy and affluent individuals, financial, legal and legacy advisors. Additionally, we will share tools, stories and insights learned from working with families of wealth.
FDIW 07 - John A. Warnick
John A. Warnick is the founder of the Purposeful Planning Institute, which is a learning center for professionals interested in mastering the Purposeful Planning process of creating purposeful trusts.
John A. is champion for families of wealth, and for all of us committed to supporting individuals and families in creating a fulfilling and healthy relationship with their heirs.
FDIW 06 - Jim Calaway
Jim Calaway, a self-made businessman and philanthropist. Jim has devoted the last 40 years of his life to philanthropy. Jim has challenged tradition ... from realizing that making money and spending it all on himself did not make him happy to making the difficult decision to leave all of his wealth for the common good instead of his children. Microsoft’s Bill Gates referred to Jim as the “Bill Gates of the Roaring Fork Valley.”
FDIW 05 - Carla von Trapp Hunter
Carla von Trapp Hunter is a third generation member of the von Trapp family who inspired the world-renowned musical, The Sound of Music. She is also a member of the Hazard family of Rhode Island. Carla and two of her cousins founded Celebrity Legacy, a speaking agency, consultancy, and media house, specializing in managing and sharing insights from notable legacies.