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Recent Episodes
A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)
The financial industry is one of the most influential and powerful sectors globally.
It is also one of the most diverse, with people from different...
Long-term Care Planning for The LGBTQ+ Community (Ep. 12)
As we age, the need for care and support becomes more pronounced, but for LGBTQ+ older adults, this journey can be marked by unique challenges.
What...
How Financial Planning Can Benefit The LGBTQ+ Community With Ben Galloway (Ep. 11)
A large portion of the LGBTQ community is reluctant to go to an advisor because they’re afraid of having to talk about their lifestyle. How can the...
Your Relationship With Money Part 2: Redefining Success With Jill Shipley (Ep. 10)
In part two of this two-part series, Tim Volk and Jill Shipley reveal some messed up ways that people relate to money.
In this episode, Tim tackles...
Your Relationship With Money Part 1: Scarcity & Abundance With Jill Shipley (Ep. 9)
It’s complicated. Our relationship with money is often built on conflicting emotions, and it can get even messier when you toss in family and sizable...
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