Wealth of Wisdom

By Tom McCullough

Welcome to the Wealth of Wisdom podcast with your host Tom McCullough. This podcast is an audio companion to the book, ‘Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask’ written by Tom and his co-author Keith Whitaker.

  1. 1.
    Tom McCullough and Keith Whitaker – Reflections on the First Year of Wealth of Wisdom
    50:18
  2. 2.
    Paul Schervish How to Think Through Using Resources That Exceed My Personal Needs?
    35:26
  3. 3.
    Howard Marks - How Should You Understand and Deal with Investment Risk?
    45:37
  4. 4.
    Meir Statman - What Is the Right Balance Between Saving and Spending in Retirement?
    46:30
  5. 5.
    Peter Evans – How Much Money Should You Leave Your Children, and When?
    31:32
  6. 6.
    Dean Fowler - How Can You Ensure the Success of Your Successors?
    34:49
  7. 7.
    Chris Brightman - What Return Should You Expect from Your Investments?
    43:22
  8. 8.
    Lisa Parker - How Do You Engage Children and Grandchildren in Philanthropy?
    36:39
  1. 9.
    Greg McCann - How Can Your Family Develop Leaders Ready to Face the Many Challenges of Business and Family?
    28:02
  2. 10.
    Katherine Grady - What Is the Point of Family Enterprise Governance?
    39:43
  3. 11.
    Kathy Wiseman - How Do You Prepare for a Good Goodbye?
    31:36
  4. 12.
    Mary Duke - Should You Have a Family Meeting?
    49:18
  5. 13.
    Ashvin Chhabra - How Can You Make Sure Your Portfolio Lines Up with Your Actual Goals?
    47:26
  6. 14.
    Lee Hausner - How Can You Avoid the Negative Impacts of Giving Money to Family Members?
    35:21
  7. 15.
    Doug Baumoel - Should you stay together as a family or go your separate ways?
    35:28
  8. 16.
    Thayer Willis - What Are the Key Considerations in Crafting Your Legacy?
    39:47
  9. 17.
    Jill Shipley - How Do You Raise Responsible, Independent, and Productive Children (versus Entitled Trust Fund Babies)?
    46:42
  10. 18.
    Jean Brunel - What Should Your Asset Allocation Be?
    40:18
  11. 19.
    Bob Dannhauser - How Can You Avoid the Next Bernie Madoff?
    35:09
  12. 20.
    Christian Stewart - What Are Practical Tools for Building Healthy Families?
    32:16
  13. 21.
    Bob Maynard - Does Investing Have to Be Complicated?
    37:07
  14. 22.
    Hartley Goldstone - How Do You Choose a Good Trustee?
    37:48
  15. 23.
    John Davis - Why Is Family Unity So Important and How Can You Achieve It?
    43:34
  16. 24.
    Charley Ellis - Is Active Management Still Worthwhile? Part 2 of 2
    33:13
  17. 25.
    Randolph Cohen - Is Active Management Still Worthwhile? Part 1 of 2
    47:31
  18. 26.
    Jim Garland – What Is the Most Useful Definition of Risk for Family Investors?
    36:58
  19. 27.
    Ellen Perry - What Does Passing on Values to the Next Generation Really Look Like?
    39:56
  20. 28.
    Dennis Jaffe - How Can You Engage Your Children in the Management of Your Family Wealth or Business?
    41:23
  21. 29.
    Josh Baron and Rob Lachenauer - What Are the Signs You’re Losing Control of Your Family Business?
    39:08
  22. 30.
    Patricia Angus - Are You Wealthy?
    26:45
  23. 31.
    Scotty McLennan - What Are the Most Important Factors in Living Well?
    33:21
  24. 32.
    Jennifer East - How Can You Improve Family Communication?
    27:20
  25. 33.
    Suniya Luthar and Nina Kumar - How Can You Help Children Thrive in a World Focused on Success?
    25:40
  26. 34.
    Kirby Rosplock - Should You Choose a Single-Family Office or a Multi-Family Office?
    31:10
  27. 35.
    Ellen Remmer - What Is the Difference Between Charity, Philanthropy, Strategic Philanthropy, and Impact Investing?
    33:07
  28. 36.
    Dirk Junge - Foreward
    28:45
  29. 37.
    Jay Hughes – What Does the Future Hold for Families with Significant Wealth?
    39:05
  30. 38.
    Jamie Forbes - How Can You Preserve a Beloved Family Vacation Home or Estate?
    35:03
  31. 39.
    Covie Edwards-Pitt - How Can Your Family Encourage Financial Literacy in Every Member?
    35:30
  32. 40.
    Blair Trippe – How Can You Best Manage Conflict in Your Family?
    36:28
  33. 41.
    Andrew Hier - Why Is Family Unity So Important and How You Can Achieve It?
    38:35
  34. 42.
    Patricia Annino - How Can You Prepare for Longevity and Mental Incapacity Among Family Members?
    27:54
  35. 43.
    Philip Marcovici - How Can You Find Trustworthy Advisors?
    31:08
  36. 44.
    Alex Scott – Can a Family Stay Together After the Operating Business Is Sold?
    35:39
  37. 45.
    Keith Whitaker – His Thoughts on Wealth of Wisdom
    19:28
  38. 46.
    James Grubman – How Do You Balance Family Stability with Resilience Over the Generations?
    27:14
  39. 47.
    Barnaby Marsh – How Can You Wisely Develop a Long-Term Strategy For Your Philanthropy?
    19:31
  40. 48.
    Heidi Druckemiller – Does Family History Matter?
    28:07
  41. 49.
    Scott Hayman – Is It Worth Having a Financial Plan?
    16:54
  42. 50.
    Tom McCullough – A Wealth of Wisdom and Why Should You Read This Book?
    20:10

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