Wealth Coherence

Emily Bouchard

Welcome to Wealth Coherence, a podcast series exploring the art and science of living in true alignment. Join me, your host, Emily Bouchard, as I dive into deep conversations with thought leaders, visionaries, and everyday trailblazers who are redefining wealth beyond numbers — into a state of holistic well-being. Through the lens of emotional, spiritual, physical, and intellectual health, we explore how these internal states shape our external expressions — our careers, relationships, philanthropy, and finances. When inner and outer worlds are in harmony, we experience coherence: a flow state of flourishing, fulfillment, and purpose-driven prosperity. Whether you’re a seeker, a builder, or a steward of a meaningful life, Wealth Coherence invites you to align, thrive, and redefine what true wealth means to you.

  1. Building Resilience with Kim Llumiquinga

    19 мая

    Building Resilience with Kim Llumiquinga

    Episode Summary | In this episode of Wealth Coherence, Emily Bouchard is joined by Kim Llumiquinga for a thoughtful conversation on resilience and how it is developed over time. Together, they explore the role that challenge, discomfort, and lived experience play in shaping confidence, capability, and personal strength. As families gain access to more resources, many of the natural friction points of life can quietly disappear. While often well-intentioned, removing struggle can also remove the very conditions that help individuals build resilience. Emily and Kim reflect on parenting, rising generation dynamics, and the balance between support and independence, sharing real examples of how resilience can be fostered intentionally. The conversation highlights the importance of allowing space for mistakes, encouraging responsibility, and creating opportunities for meaningful contribution. At its core, resilience is not something that can be given. It is something that is built through experience, guidance, and trust over time. This episode is an invitation to think more deeply about how resilience shows up within families, and how it can be nurtured in ways that support long-term growth, confidence, and coherence.   Chapters | 00:00 Introduction to Resilience in Affluent Families 03:06 Personal Experiences Shaping Perspectives on Resilience 06:22 The Impact of Wealth on Life Skills and Challenges 11:33 Parenting Styles and Their Influence on Resilience 15:04 The Seven C's of Resilience 18:50 Encouraging Risk-Taking and Learning Through Experience 22:39 Navigating Financial Independence and Responsibility 25:22 Navigating Financial Accountability in Families 27:34 Setting Boundaries and Expectations for Young Adults 32:22 Empowering Independence Through Financial Literacy 38:18 Building Resilience and Lifelong Learning in Families   Guest Bio | Kim Llumiquinga serves as the Director of Legacy and Learning at TFO Family Office Partners, a multi-family office and registered investment advisory firm based in Phoenix, Arizona. With over 20 years of experience, Kim specializes in serving high net worth individuals and families, expertly guiding them through Family Education, Family Governance, and Philanthropic Consulting. During her tenure at TFO, she earned her Chartered Advisor in Philanthropy (CAP) designation, further enriching her proficiency. Kim thrives on collaborating with client families, infusing greater meaning into their wealth by being purposeful and intentional. Whether strengthening family connections, educating rising generation members, or assisting them in maximizing social impact, she relishes the challenges. Her greatest satisfaction comes from witnessing client families engage, collaborate, and work toward shared objectives. Outside her professional life, Kim embraces an active lifestyle and enjoys spending heartwarming moments with her son, creating cherished memories with her family at Disney, and hosting gatherings with friends. Kim also has a strong commitment to the arts, having served on the Board of Directors of The Phoenix Theatre Company for seven years. She currently contributes her expertise as a member of the Spielberg Trustees.   Guest Resources | https://www.linkedin.com/in/kim-llumiquinga-630092b2/ https://tfofamilyoffice.com/team-member/kim-llumiquinga-cap/   IMPORTANT DISCLOSURE 1706-2026-05: This video is provided for informational and educational purposes only and should not be construed as investment, legal, or tax advice, or a recommendation to buy or sell any securities or to adopt any investment strategy. The views expressed are those of the speaker as of the date recorded and are subject to change. Information presented is believed to be from reliable sources; however, TFO Family Office Partners makes no representation as to its accuracy or completeness. TFO Family Office Partners is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The firm only transacts business in states where it is properly registered, notice filed, or otherwise exempt. This content is general in nature and is not intended to address the circumstances of any particular individual or entity. Nothing herein should be interpreted as a solicitation or offer to provide investment advisory services. Any references to financial concepts are for illustrative purposes only and do not represent actual client experiences or specific recommendations. TFO Family Office Partners does not provide legal advice. You should consult your own legal professional regarding your specific situation. This content may be distributed by a third party. TFO Family Office Partners does not control and is not responsible for the accuracy, completeness, or presentation of content once published on third-party platforms.

    42 мин.
  2. Modern Families & Estate Planning with Kim Kamin

    7 апр.

    Modern Families & Estate Planning with Kim Kamin

    Episode Summary | In this episode of Wealth Coherence, Emily Bouchard and Kim Kamin explore the evolving concept of family, modern estate planning challenges, and the importance of trust and coherence in wealth management. Kim shares insights from her extensive experience in estate planning for diverse family structures, including blended, same-sex, and polyamorous families, emphasizing purpose-driven legacy design.   Chapters | 00:00 Introduction to Modern Families and Synchronicities 03:38 The Importance of Family in Estate Planning 06:03 Defining Family: Legal and Emotional Perspectives 08:59 Fair vs. Equal: Navigating Complex Family Dynamics 11:38 The Role of Estate Planning in Family Relationships 14:06 Communication and Transparency in Estate Planning 16:55 Estrangement and Disinheritance: A Growing Concern 19:21 The Impact of Trust on Family Dynamics 24:59 Understanding Family Dynamics and Reactions 25:38 Exploring Modern Family Structures 26:17 The Origin of the Modern Family Book 30:34 Diving into Polyamory and Its Implications 37:42 Defining Wealth Coherence and Its Importance   Guest Bio | Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office currently managing over $13 billion for almost 130 ultra-high net worth families nationally. Kim leads Gresham’s development and implementation of services relating to (i) estate planning, (ii) trust and estate administration, (iii) philanthropic planning, and (iv) family learning and RisingGen engagement activities. Previously she was a partner in the Private Clients group at a large national law firm known for the quality of its Trusts & Estates practice.    Kim is also a longtime adjunct professor at Northwestern University Law School and on faculty for the University of Chicago Booth School of Business Executive Education. She is a Past Regent for the American College of Trusts & Estates Counsel ("ACTEC"), Past President of the Chicago Estate Planning Council, and the Estate Planning Domain Chair for the UHNW Institute. Additionally, Kim serves on advisory boards for multiple local charities.   Kim serves on the Editorial Advisory Board of Trusts & Estates Magazine, has published on a wide variety of topics, and is also a frequent lecturer in a variety of venues across the country. She is the co-executive editor and co-author for the past three editions of the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families. Kim received her B.A. from Stanford University, with distinction and departmental honors in Psychology, and her J.D. from the University of Chicago Law School. She is a 21/64 Certified Advisor and an AEP® (Distinguished), meaning that she was inducted into the NAEPC Estate Planning Hall of Fame®.   Guest Resources | https://www.linkedin.com/in/kimkamin/  https://www.wealthmanagement.com/author/kim-kamin Estate Planning for Modern Families Treatise - https://www.nationalunderwriter.com/the-tools-techniques-of-estate-planning-for-modern-families-4t-edition.html?srsltid=AfmBOoovWksW2c8CaDvKq4DO9vLABHfJtbB7T_CogOpGYHBayAEUuNs0  Gifting Decisions and Planning with Flexibility Under OB3 - https://www.uhnwinstitute.org/wp-content/uploads/2025/09/Gifting-with-Flexibility-After-OB3-FINAL-2-1.pdf   Emily's Resources | https://emilybouchard.com/ https://blendedfamiliesflourishing.com/ Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

    43 мин.
  3. Applying Trust in Families with Charles Feltman

    26 мар.

    Applying Trust in Families with Charles Feltman

    Episode Summary |  This episode explores the critical role of trust in managing family finances, especially in blended families, and how trust breakdowns can lead to financial infidelity and relationship conflicts. Authors Emily Bouchard and Charles Feltman share insights from their upcoming book on building trust and navigating money issues in families. 📚 Barnes & Noble Pre-Order Promo 🗓 March 24–26 💸 25% off with code PREORDER25 👥 Available to B&N members (free to join)   Chapters | 00:00 Introduction to Trust and Money in Families 01:04 The Framework of Trust 01:56 Understanding Financial Infidelity 04:04 Practical Applications and Conclusion   Guest Bio | Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.   Guest Resources | https://www.linkedin.com/in/charlesfeltman/ https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862   Emily's Resources | https://emilybouchard.com/ https://blendedfamiliesflourishing.com/ Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

    7 мин.
  4. The Four Domains of Trust with Charles Feltman

    25 мар.

    The Four Domains of Trust with Charles Feltman

    Episode Summary | In this episode of Wealth Coherence, Emily Bouchard and Charles Feltman explore the four domains of trust—care, sincerity, reliability, and competence—and how understanding them can transform conversations about money in families. Rather than treating trust as an all-or-nothing concept, this framework helps families identify where trust may be breaking down and how to address it through clear conversations and expectations. This framework is also explored in their upcoming book: 📘 The Little Book of Trust and Money: An Essential Primer for Families. 📚 Barnes & Noble Preorder Promotion 🗓 March 24–26 💸 25% off with code PREORDER25 👥 Available to Barnes & Noble Members (free) or Premium Members   Chapters | 00:00 Introduction to Trust and Money in Families 01:04 The Framework of Trust   Guest Bio | Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.   Guest Resources | https://www.linkedin.com/in/charlesfeltman/ https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862   Emily's Resources | https://emilybouchard.com/ https://blendedfamiliesflourishing.com/ Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

    7 мин.
  5. Trust & Money in Families with Charles Feltman

    24 мар.

    Trust & Money in Families with Charles Feltman

    Episode Summary | Emily Bouchard and Charles Feltman discuss their upcoming book 'The Little Book of Trust and Money for Families,' exploring how trust impacts family dynamics, especially around finances. They share insights on building, maintaining, and repairing trust within families to prevent conflicts and foster healthier relationships. 📘 Barnes & Noble Pre-Order Promo 🗓 Runs March 24 – March 26 💸 25% off with code PREORDER25 👥 Available to Barnes & Noble Members (free) or Premium Members Order the book HERE: https://www.barnesandnoble.com/w/the-little-book-of-trust-and-money-charles-feltman/1149446114?ean=9798890572219   Chapters | 00:00 Introduction to Trust and Money in Families 04:54 The Framework of Trust   Guest Bio | Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.   Guest Resources | https://www.linkedin.com/in/charlesfeltman/ https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862   Emily's Resources | https://emilybouchard.com/ https://blendedfamiliesflourishing.com/ Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

    7 мин.
  6. Women, Mentorship & Leadership Capabilities with Pamela Teagarden

    3 мар.

    Women, Mentorship & Leadership Capabilities with Pamela Teagarden

    Episode Summary | In this engaging interview, Emily Bouchard speaks with Pamela Teagarden about her innovative approach to mentorship, capability intelligence, and leadership in family businesses and women empowerment. Discover how her frameworks and app are transforming leadership development and fostering trust and authenticity.   Chapters | 00:00 Introduction to Mentorship and Capability Intelligence 05:03 Aligning Personal Capabilities with Business Goals 09:48 Navigating Family Dynamics in Business 14:20 The Role of Women in Mentorship 18:45 Lessons from International Experience 23:06 Empowering Women in Leadership   Guest Bio | Pamela Teagarden is a former banker with graduate studies in psychology who believes the world works better when people are authentic. With more than 25 years of experience across three continents — from contributing to PwC’s global leadership curriculum to advising VC-backed founders, Fortune 500 teams, scaling small-to-medium businesses, family enterprises, high-performing individuals, and tech sector roundtables — she has observed a consistent pattern: Organizations rarely fail because people lack capability. They struggle because they cannot dynamically translate individual capabilities into predictive performance decisions. To close that gap, Pamela developed Capability Intelligence™ — a practical framework that helps individuals and organizations position capabilities intentionally in daily performance. Her work enables people to operate closer to their natural strengths, both at their best and under rising pressure, creating more aligned leadership, stronger succession outcomes, and sustainable business success.   Guest Resources | www.authentum.com https://www.facebook.com/authentum/ https://www.linkedin.com/in/pamteagarden   Emily's Resources | https://emilybouchard.com/ https://blendedfamiliesflourishing.com/ Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

    27 мин.
  7. A Life of Meaning & Purpose with Dr. Milton Finegold

    17 февр.

    A Life of Meaning & Purpose with Dr. Milton Finegold

    Episode Summary | In this special conversation, Emily Bouchard interviews her father, Dr. Milton Finegold, as he approaches his 91st birthday. They explore themes of wisdom, gratitude, and the importance of sharing one's life lessons and estate plans with family. Dr. Finegold reflects on his life experiences, emphasizing the value of curiosity, engagement, and awareness in living a fulfilling life. He shares insights on the significance of gratitude and the need for open communication within families regarding legacy and planning for the future.   Chapters | 00:00 A Journey Through Time: Life Lessons from 90 Years 00:54 Awareness and Growth: Learning from Feedback 04:42 Navigating Fear: The Impact of Media and Technology 05:21 Legacy and Wisdom: Lessons for Future Generations   Guest Bio | Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.   Emily's Resources | https://emilybouchard.com/ https://blendedfamiliesflourishing.com/ Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

    8 мин.
  8. Leadership & Luck with Dr. Milton Finegold

    10 февр.

    Leadership & Luck with Dr. Milton Finegold

    Episode Summary |  In this special episode, Emily Bouchard engages in a profound conversation with her father, Dr. Milton Finegold, reflecting on his illustrious career in medicine and leadership. They explore themes of collaboration, the importance of transparency in leadership, and the role of luck and relationships in cultivating a meaningful life. Dr. Finegold shares insights from his experiences, emphasizing the value of feedback and personal growth as essential components of a fulfilling life.   Chapters | 00:00 A Journey Through Time: Life Lessons from 90 Years 00:54 Women in Science: Impactful Relationships and Mentorship 02:15 Leadership and Collaboration: Building a Supportive Culture 07:28 Luck and Opportunity: Making the Most of Life's Chances   Guest Bio | Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.   Emily's Resources |  https://emilybouchard.com/ https://blendedfamiliesflourishing.com/ Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

    13 мин.
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Welcome to Wealth Coherence, a podcast series exploring the art and science of living in true alignment. Join me, your host, Emily Bouchard, as I dive into deep conversations with thought leaders, visionaries, and everyday trailblazers who are redefining wealth beyond numbers — into a state of holistic well-being. Through the lens of emotional, spiritual, physical, and intellectual health, we explore how these internal states shape our external expressions — our careers, relationships, philanthropy, and finances. When inner and outer worlds are in harmony, we experience coherence: a flow state of flourishing, fulfillment, and purpose-driven prosperity. Whether you’re a seeker, a builder, or a steward of a meaningful life, Wealth Coherence invites you to align, thrive, and redefine what true wealth means to you.

Информация

  • Автор
    Emily Bouchard
  • Годы выхода
    2025 - 2026
  • Выпуски
    35
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2025 All rights reserved.
  • Сайт подкаста
    Wealth Coherence