Podcasts about four generations

What if your greatest leadership achievement isn't what you accomplish yourself - but the leaders you develop who continue multiplying long after you're gone? In this episode of Leaders of Transformation, Nicole Jansen welcomes back leadership development expert and bestselling author Mac Lake to discuss his latest book, Super Multiplier. What does it take to build a leadership legacy that extends far beyond your own influence? Mac reveals how great leaders intentionally develop leaders who go on to develop other leaders – creating a multiplication effect that can impact organizations for generations. Drawing from decades of experience building leadership pipelines, Mac shares the mindset shifts and practical habits leaders need to intentionally develop others and create a culture of multiplication. Together, Nicole and Mac explore why most leadership development efforts fail, the hidden beliefs that prevent leaders from investing in others, and how to identify and unlock the potential already sitting within your organization. Whether you're leading a business, ministry, nonprofit, or team, this conversation will challenge you to think beyond leadership training and embrace leadership multiplication that lasts for generations. What We Discuss in this Episode Why leadership gaps are solved by developing people, not simply finding people The hidden mindsets that prevent leaders from developing others Why most organizations rely on the ineffective "wait and hope" leadership strategy The difference between leadership training and leadership transformation Why mindset must change before skill set can change How limiting beliefs hold emerging leaders back from reaching their potential What it means to "mine for the gold" in people How great leaders identify and cultivate strengths in others Lessons from Jesus' model of leadership development and multiplication Why leadership multiplication is more powerful than leadership addition How to develop leaders who can develop other leaders Why leadership development requires intentionality more than time Practical ways to develop leaders during everyday work activities How modeling, practice, and debriefing accelerate leadership growth Why failure is one of the greatest tools for leadership development The 4T Framework: Think, Try, Talk, and Train How leaders can continue growing by building on their strengths The importance of creating a replicable leadership development process What it means to build leadership four generations deep How to create a lasting leadership legacy within your organization Highlights  00:00 – Why Leadership Development Often Fails 02:30 – Leadership Gaps Aren't Solved by Finding People 06:00 – The Mindsets That Limit Leadership Multiplication 10:00 – Why Mindset Comes Before Skill Set 13:00 – The Problem with the "Wait and Hope" Strategy 16:00 – Leadership Training vs. Leadership Transformation 20:00 – Mining for the Gold in People 24:00 – What Jesus Teaches Us About Developing Leaders 29:00 – Why Leaders Think They Don't Have Time 33:00 – Everyday Opportunities to Develop Future Leaders 38:00 – Failure as Fertilizer for Growth 42:00 – The Power of Modeling and Debriefing 46:00 – How to Identify Your Next Growth Area 50:00 – The 4T Framework for Leadership Development 54:00 – How to Multiply Leaders Four Generations Deep 58:00 – Building a Leadership Legacy That Lasts Episode Show Notes and Links to Mac Lake's Books and Resources: https://leadersoftransformation.com/podcast/leadership/super-multipliers-how-to-multiply-great-leaders-four-generations-deep-with-mac-lake/ Check out our complete library of episodes and other leadership resources here: https://leadersoftransformation.com ________

In this episode, I sit down with Don Alexander, owner of the nearly 100-year-old family business behind the premium firewood storage brand, Woodhaven. Operating out of Parsons, Kansas, since 1927, this company has achieved what few family enterprises ever do: reaching four generations of continuous family ownership and operation. Don pulls back the curtain on their incredible evolutionary journey, tracing how they started as a raw woodworking and aluminum casting foundry, transitioned into machine tool and equipment design, and ultimately vertically integrated into a massive, consumer-focused manufacturing power house. Throughout our conversation, Don drops incredible operational insights on managing an absolute 100% American-made manufacturing setup. He explains how they navigate volatile steel markets and raw international supply chain pressures—such as how tariffs directly squeezed his bottom line on imported rack covers—and his strategic pivot to bring all textiles back to domestic production. Don also breaks down a fascinating shift in e-commerce behaviors, revealing why consumers buy lower-priced items on Amazon but leave the marketplace to buy higher-ticket items directly from the brand's own website. Finally, he shares the unvarnished realities of running a multi-generational business, outlining his approach to passing an asset down to his sons without forcing a passion, and the ironic secret to surviving for an entire century.

Are you the first generation to do something in your family? Follow the Lord? Be financially successful? Break the cycle of addiction? This puts you in a uniquely difficult situation as a parent. Your experience growing up will be EXTREMELY different than the one your kids grow up in. The change you've made will impact them. This is a critical time...there's a saying that goes, "shirtsleeves to shirtsleeves in 3 generations". In other words, someone gets success, they don't pass it on well to their kids, and the kids ruin it all by the time they have kids so the grandkids end up back where the grandparents started. In this episode, I'll break down what we can learn about Isaac navigating his father's wells in Genesis 26. On this episode, we talk about: 0:00 How To Raise Kids Who Don't Squander Your Inheritance 1:37 Four Generations in Genesis 2:25 The Most Important Chapter In The Bible About This 6:38 What Do The Wells Mean? 7:55 How We Raised Good Gen 2 Kids Subscribe on Substack ➡️ https://jeremypryor.substack.com Follow Jeremy on: Instagram: https://instagram.com/jeremympryor/ X: https://x.com/jeremympryor --- Welcome to Jeremy Pryor's Podcast, or what I like to call, "Jeremy Pryor Unfiltered." We are excited to bring you seasons of content all the way from Tolkien to Theology, from Business to Family. If you like to contemplate deep philosophical ideas across a wide range of topics, you've come to the right place. Make sure to subscribe on Apple, Spotify, or YouTube so you don't miss out on future episodes!

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Vanessa Hope, award-winning filmmaker, journalist, and director of the acclaimed documentary Invisible Nation, for a timely and thought-provoking conversation about democracy, authoritarianism, Taiwan, China, and the future of freedom around the world. Vanessa recently published a powerful and deeply personal essay:  "Four Generations, Three Chinas, One Taiwan: My Family's War Story and the Boomerang of Authoritarianism" In it, she traces an extraordinary journey spanning four generations—from her grandfather's secret World War II rescue missions in China, to her own work documenting Taiwan's democratic transformation, to the growing global challenge posed by authoritarianism in the 21st century. Our discussion explores: • Taiwan's remarkable democratic journey • Lessons from World War II and the struggle for freedom • The rise of authoritarianism around the world • The role of storytelling, film, and citizen engagement in defending democracy • What ordinary people can do to build a more peaceful, democratic future Vanessa's documentary Invisible Nation has helped bring international attention to Taiwan's vibrant democracy and the challenges it faces today. She recently screened the film at the U.S. Capitol with bi-partisan impact!  She continues to be a leading voice in global conversations about democracy, human rights, and citizen empowerment.  Among others in her film she interviews Audrey Tang, Taiwan's former digital minister who has proven that we can, with the right interactive tools, bring people together across the seemingly impossible divisions. See the interview with Audrey Tang at TheWorldIsMyCountry.com/club https://www.invisiblenation.net See the video and ask questions of future guests at:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theworldismycountry.com/club⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by: „World Citizen“ Jahcoustix feat. Shaggy, courtesy of Dominik Haas, Telefonica and EoM, Universal Music Group Check out the film on World Citizen #1 Garry Davis: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theworldismycountry.com    

These episodes of #thePOZcast, live from Transform 2026 in Las Vegas, are proudly brought to you by our friends at Overalls What if your employees had one central hub to handle real life? Meet Overalls. A smarter way to support your team, combining expert human LifeConcierges™ with AI to solve everyday challenges across healthcare, caregiving, benefits, insurance, finances, life admin, and more. From start to finish, Overalls handles the details — using existing benefits where they fit, and filling in the gaps where they don't. So employees save time, reduce stress, and stay focused at work, while employers boost engagement and get more value from their benefits. Overalls is redefining how work supports life, helping employee teams from Reddit, Patreon, BeatBox, and more cross pesky to-dos off their lists every day. Learn more at https://getoveralls.com/?utm_source=podcast&utm_medium=podcast&utm_campaign=pozcast Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcast For all episodes, please check out www.thePOZcast.com About:  Kyle Forrest is the Future of HR Leader for Deloitte Consulting LLP. The Future of HR team advises, implements, and helps business and HR leaders drive business and workforce outcomes through Deloitte's knowledge and practical understanding of HR operating models, processes, AI and automation capabilities, HR technology and vendor partner strategies, and evolving HR skills and capabilities. Forrest also serves as the dean of Deloitte's Next Generation CHRO Academy, bringing together senior HR leaders aspiring for the CHRO role to advance their careers. Takeaways:  1. The AI Conversation Has Moved On — and That's a Good Thing A year ago, every conference session was about AI features. In 2026, the more important question has taken center stage: what should humans be doing? Organizations that are answering that question well are investing in the uniquely human capabilities — creativity, presence, novel thinking, relationship-building — that AI cannot replicate. 2. No Generation Is Primarily Motivated by Pay Alone Deloitte's research across all four workforce generations is consistent: salary is table stakes, not a differentiator. Purpose, mental wellbeing, financial wellness, and a sense that the company cares about the whole person are what actually move the needle on attraction and retention. 3. Mental Wellbeing Benefits Are Now a Business Outcome, Not a Perk The link between employee stress and productivity is well-documented. Organizations that invest in mental health benefits aren't just being compassionate — they're protecting output, engagement, and retention. Gen Z's comfort with this dialogue has accelerated adoption across the board. 4. The Sandwich Generation Is the Next Big Benefits Frontier A growing number of employees are simultaneously raising children and caring for aging parents. This dual caregiving burden creates stress, distraction, and leave risk that compounds over time. Benefits that help employees navigate elder care — not just time off, but actual guidance and support — are going to become a significant differentiator in the next few years. 5. Women's Health Benefits Have an Underserved Second Chapter The fertility benefits conversation has expanded — but Kyle points to a significant gap: supporting mothers through recovery, healing, and the early transition to parenthood after birth. There is growing investment in this space, and the companies that get ahead of it will have a meaningful advantage. 6. How a Company Handles Pregnancy Loss Is Now Part of Its Employer Brand Word travels fast — especially on social media. How an organization supports an employee through the loss of a pregnancy or a failed IVF cycle is the kind of story that gets shared widely. It's become a visible signal of company culture and values that candidates and current employees pay attention to. 7. Benefits ROI Lives in Attrition and Time-to-Hire Data Kyle's framework for building the business case: calculate the cost of slow hiring and high attrition, then show how the right benefits mix moves those numbers. Unfilled roles have a direct revenue impact — and retaining the right people means not missing out on sales, delivery, or growth. 8. Performance Psychology Coaching Is the Most Interesting New Benefits Category Drawing on decades of research in elite sports, performance psychology coaching helps employees handle high-pressure moments, navigate stress, and show up at their best — consistently. It's distinct from traditional mental health services and addresses a different, underserved need in the workforce. 9. Asynchronous Interviewing Is Democratizing the Candidate Pipeline Tools that let candidates complete interviews and skills assessments on their own time — at 5:30 AM before work or after putting the kids to bed — are surfacing qualified candidates who would have otherwise been filtered out by scheduling friction. Companies using these tools are finding people they would have missed. 10. Modern HR's Job Is Strategy, Not Inquiry The more benefits navigation and routine HR questions can be handled through technology and concierge services, the more HR professionals can focus on what actually moves the business: partnering with leaders to personalize benefits for their specific workforce mix, build better teams, and make smarter people decisions. CHAPTERS:  00:00 – Welcome Back, Kyle Adam welcomes Kyle Forrest back for his third appearance and sets up what's different about Transform 2026 compared to previous years. 02:00 – The Shift: From AI Features to Human Value Kyle's big observation from the conference circuit: last year was about AI products; this year is about what work should remain human — and why that's the more important conversation. 04:30 – What AI Still Can't Do The uniquely human capabilities that no model can replace: being present in the room, generating novel ideas, building real relationships, and innovating in ways that go beyond the existing body of human knowledge. 07:00 – Four Generations, One Workforce, Zero Agreement on Pay Deloitte's generational research shows that across Gen Z, Millennials, Gen X, and Boomers, salary alone is not the primary motivator — and what that means for how companies structure total comp. 09:30 – Mental Wellbeing as a Business Outcome How Gen Z's comfort with mental health dialogue has pushed organizations to take wellness benefits more seriously — and the research linking stress reduction directly to productivity and engagement. 12:00 – The Sandwich Generation Problem A growing segment of the workforce is simultaneously caring for kids and aging parents. Kyle makes the case for why navigation benefits for elder care aren't just nice to have — they're becoming critical. 15:00 – Benefits That Remove Burden from HR How smart benefits design reduces the volume of questions HR has to field — freeing people professionals to spend time with business leaders on strategic workforce decisions instead. 17:30 – The Modern Role of HR Kyle's take on how the HR profession has evolved over nearly 100 years — and where it needs to go next: less inquiry-answering, more personalized workforce strategy in partnership with business leaders. 20:00 – Fertility Benefits and the Overlooked Healing Journey The growing investment in women's health benefits — and the often-missed opportunity to support mothers not just through the fertility journey, but through recovery, healing, and the transition to parenthood. 23:00 – Supporting Loss in the Workplace A candid moment: how companies show up for employees who experience pregnancy loss or failed IVF is becoming a visible differentiator — and word spreads fast, in both directions. 25:30 – The ROI Case for Benefits Investment Kyle's framework for justifying benefits spend: tie it to time-to-hire, attrition rates, and the measurable revenue impact of unfilled roles and disengaged employees. 28:00 – Performance Psychology Coaching One of the most interesting emerging benefits: coaching that applies lessons from elite sports psychology to help employees navigate stress, pressure, and high-stakes moments at work. 30:30 – TA Tech Innovation: Interviewing on Your Time The candidate experience innovation Kyle is most excited about: asynchronous interview and skills assessment tools that let candidates go through the process at 5:30 AM or after bedtime — and the pipeline results companies are seeing. 33:00 – Where to Find Kyle & Deloitte's Research Kyle points listeners to Deloitte's Insights to Action platform and his LinkedIn for the latest research and workforce intelligence.

It's the season finale! (Not really.) Rob and Omar preview the sixth annual Most Influential Native American Leaders list, then discuss Hydrate IV Bar, a new hydration therapy franchise opening in Madison. St. Paul Mayor Mee Moua visits Madison as the Hmong community marks the 50th anniversary of the Hmong American diaspora. The guys dig into a Wisconsin Watch investigation on data center job claims, celebrate Middleton teens behind Meals Matter earning national recognition, and discuss the fallout from Cesar Chavez allegations. Then, Diane Endres-Ballweg joins to talk 100 years of Endres Manufacturing, $1 million in foundation grants, and the upcoming "Year of the Kids." Plus: a rough day for Madison sports.  

Julie's story spans decades: from raising three kids largely on her own with help from her mother and grandmother, to becoming the anchor of a four-generation household that almost became an ABC documentary.She shares memories of growing up with a kangaroo in the backyard, a horse named Cherokee, and a grandmother who worked so hard she couldn't make it to church until later in life.But beneath the delightful stories about accidentally fleeing a car park after a minor bump and studying Egyptology for four years "just for fun," there's something deeply moving about Julie's faith. She became a Christian after attending a Billy Graham crusade, and that decision shaped how she raised her kids through turbulence and divorce, how she welcomed her grandson Mazen into their home, and how she continues to show up for family even as mobility becomes harder.

Building a Financial Advisory Firm That Puts Clients First: An Inside Look at the Process Meta Description: Discover why Tom Dupree founded Dupree Financial Group in Lexington, Kentucky—focusing on personalized investment management, team accountability, and retirement planning for local clients. For pre-retirees and retirees in Kentucky searching for personalized investment management, understanding the “why” behind your financial advisor matters just as much as the “how.” In this special episode of The Financial Hour of The Tom Dupree Show, Tom Dupree Jr. and Mike Johnson share the founding story of Dupree Financial Group—a journey that began with a simple walk in the woods near Natural Bridge in Kentucky in February 2002 and evolved into a comprehensive wealth management approach designed specifically for Lexington-area retirement investors. The Origin Story: From Brokerage Dissatisfaction to Independent Registered Investment Advisor Tom Dupree recalls the pivotal moment that sparked the creation of Dupree Financial Group. Walking through the woods with his young son James on his shoulders, he realized the traditional brokerage firm model wasn’t aligned with the future he envisioned for his family and clients. “I got this joy, this excitement in my heart thinking about doing this,” Tom explains. “I was in no position to do it at all. I didn’t have any money. Strangely, my banker approved me for a loan to actually go get the office space and get it fitted up. And that fit-up is still the same fit-up we’re using. We have not changed it.” The firm officially opened in 2003, but Tom identifies 2010 as the true beginning of Dupree Financial Group as it exists today. That’s when the firm disassociated from an outside brokerage and became an independent Registered Investment Advisor (RIA). “In 2010, we disassociated ourselves with an outside brokerage firm and became what’s called an RIA, a Registered Investment Advisor, which meant that now we’re not paying 25% of our revenues to an outside firm,” Tom shares. “That enabled us to do a lot more internally, and it really was the beginning of the firm that we know today.” Key Takeaways: Why Dupree Financial Group Started Client-focused mission: Created to serve average retirement investors who wouldn’t necessarily get attention from major brokerage firms Cost structure advantage: Lower overhead means smaller accounts receive meaningful attention and personalized service Local accountability: Designed specifically to respond to clients in Lexington, Kentucky, and the surrounding region Team approach: Built from the ground up to provide collaborative service rather than single-broker relationships Independence: Becoming an RIA in 2010 eliminated the pressure to use proprietary products and allowed true fiduciary responsibility Personalized Investment Management vs. Mass-Market Approaches One of the core distinctions Tom emphasizes is the difference between Dupree Financial Group’s model and the mass-market approach taken by larger national firms. Rather than assigning clients to investment counselors within a large hierarchy, Dupree Financial Group provides direct access to portfolio managers who actually research and select the investments. “When you’re talking to somebody, to one of us, the team that you’re talking to is also the team that is designing your investment portfolio, actually helping pick stocks and bonds to own in the portfolio,” Tom explains. “Now why is that a big deal? Well, when I was with Brand X, they had a guy in New York who was brilliant, and he really was brilliant, and he was a stock picker. You didn’t ever talk to him, but he would publish a list of things that you ought to buy.” That approach failed catastrophically during the 2001-2002 market downturn, when many clients saw portfolios decline 50% with little communication or accountability from their advisors. “It wasn’t so much the fact that everything went down, although that was a big part of it, but it was the lack of communication,” Tom notes. “It was not being willing to be accountable for what really had happened, and they just clammed up.” The Dupree Difference: Direct Access and Transparency Mike Johnson highlights several critical advantages of the Dupree Financial Group model: Team collaboration: Multiple professionals work together on research and portfolio management, producing better outcomes than single-advisor approaches Direct communication: Clients speak directly with the team members who make investment decisions Own investment selection: The firm conducts its own research and calls companies directly rather than relying on buy lists from headquarters Local presence: All revenues stay local and are reinvested in client services rather than flowing to Wall Street firms “The service team is way more aligned with the investment team,” Mike explains. “It’s not two separate functions sitting in the same room.” Investment Philosophy: Focus on Income and Risk Mitigation for Kentucky Retirement Planning Unlike money managers competing to beat specific indices, Dupree Financial Group takes a different approach focused specifically on retirement investors’ needs. This investment philosophy prioritizes income generation and risk mitigation over performance rankings. “We’re not trying to beat any index. We’re just investing in things that we see are good that we think meet our parameters for what we’re looking for,” Tom states. “The why is it’s a focus on risk mitigation, and it’s a focus on income. Those things actually make it pretty easy for us once we tie down the parameters of what we’re looking for.” Mike Johnson references a quote from investment manager Howard Marks that encapsulates a key industry problem: “If you want to be in the top 5% of money managers, you have to be willing to be in the bottom 5% too.” That statement, Mike explains, highlights the perverse incentives created when advisors chase index performance rather than focusing on actual client needs. Real Portfolio Examples: How the Strategy Works The team shares several examples of their investment approach in action: The 6.5% Dividend Stock: “We bought it in June. This company, our listeners would be familiar with. At the time, it had a six-and-a-half percent dividend yield, and the valuation was attractive when you look at the hard assets that they had. We felt some things could go right for the company over the next couple of years. And in the meantime, the stock had gone down significantly, so there was a lot of bad news priced in already. Since then, the stock has gone up to what we thought it would go up to over the next two to four years. It just did it in four months.” The Grocery Company: “We invested in a company the other day—it was a grocery company well known within Central Kentucky. It’s gotten cheap. We just knew it as being a household name that pays a small dividend.” The Clothing Brand: “It’s kind of a clothing company, well-known. It puts out some major, well-known brands. The thing’s gone from a hundred dollars to 30-something, so we decided to take a look there. That one pays a pretty good dividend.” These examples demonstrate the value-focused, income-oriented approach that differentiates Dupree Financial Group from index-chasing strategies. The Team Approach: Building Long-Term Relationships Over Transactions A fundamental principle at Dupree Financial Group is the shift from transactional relationships to ongoing partnerships. Tom explains how his years at major brokerage firms taught him what he didn’t want to replicate. “One thing that I learned in the big firms was that it’s always about the transaction. It’s about the trade,” Tom recalls. “You were constantly having to pursue that trade, do this trade with this client, do that trade with that client. I didn’t want it to be about the trade anymore. I wanted it to be about the relationship.” This philosophy manifests in several concrete ways: Regular review process: Unlike transactional brokerage relationships, Dupree Financial Group built systematic client reviews into the firm’s DNA from the beginning No pressure to sell: Because clients have already committed to the process, meetings focus on education and information rather than sales Team accountability: Multiple team members take responsibility for each client rather than the single-broker model Transparent communication: When investments don’t work out, the team explains why openly rather than avoiding difficult conversations “When our clients come in for a review or they call with a question, they know we’re not trying to sell them anything,” Mike emphasizes. “It’s informational. It’s actually something they can use.” Direct Company Research: An Uncommon Practice One aspect of Dupree Financial Group’s approach that sets them apart is their practice of directly contacting companies they invest in—something Tom notes is rare among medium and small-sized investment advisors. “We do calls with these companies. In some cases, we’ve gone to visit them—the actual company itself that we’re investing in,” Tom explains. “That would’ve been unheard of in our previous setup. A big part of what we do is talk to the clients—I say clients, the businesses that we invest in. We talk to them, we want to find out what they’re doing, learn a little bit about management and do the best we can to really do our due diligence.” This hands-on research approach provides insights that buy lists and analyst reports simply cannot match. Four Generations of Financial Service: The Dupree Family Legacy The commitment to serving clients runs deep in the Dupree family history. Tom shares how his grandfather entered the investment business around 1920 in Louisville, Kentucky, selling preferred stock for Louisville Gas and Electric directly to the public before moving into municipal bonds. “My grandfather was the first one of our line that was in the investment business,” Tom explains. “Then my dad got into the business after being in the navy, I think it was around 1955 in Harlan, Kentucky. Then me and now my two sons are in the business.” Tom’s father moved the family to Lexington in 1963 and founded Dupree and Company, which managed municipal bond issues and eventually started the Kentucky Tax Free Mutual Fund in 1979. “Their idea was always to make a thing for clients that the clients could use, that was a retail thing,” Tom notes. “And so I carried that concern for the clients into what I did when we started Dupree Financial Group.” This multi-generational focus on creating client-centered investment solutions forms the foundation of the firm’s culture today. Tom’s sons, Clark and James, are involved with Dupree Financial Group, making the fourth generation of Duprees in the investment business. The Evolution: Early Struggles to Established Success Tom is refreshingly transparent about the challenges of the firm’s early years. After opening in 2003, success didn’t come easily or quickly. “It certainly was frightening during those early days of opening the firm and wondering if anybody would ever show up,” Tom recalls. “We did all these seminars, lots of them, over a hundred. People would show up, and now and then we’d get a client out of it. It took a lot of work.” The firm began regular radio broadcasts around 2008, which helped build awareness and credibility in the Lexington community. But the real transformation came in 2010 with the transition to RIA status. “When we became an RIA, it opened up possibilities for investment options that we didn’t have before,” Mike reflects. “It got the pressure of the heavy hand off to use proprietary products. That hand was always on you. And so that was lifted. It was like the skies opened up that you had this flexibility now.” Mike adds a crucial point about this transition: “At the same time, that was a sobering feeling. Now it was on you. You can’t blame it on anybody. But from our client’s standpoint, that was something that was a positive because the accountability increased for the firm.” Client Retention: The Ultimate Validation Perhaps the strongest validation of Dupree Financial Group’s approach is client retention. Tom notes that the firm keeps clients longer and longer—a testament to the relationship-building model. “We seem to be keeping clients longer and longer, so evidently we did something right,” Tom observes. “Once we got the buggy built, we really haven’t fooled with it much. We’ve tried to do some tweaks here and there, but the basic chassis has served us pretty well.” Why the “Why” Matters for Kentucky Retirement Investors For pre-retirees and retirees evaluating financial advisors, understanding the “why” behind a firm’s approach provides crucial insight into what kind of service you’ll receive. Dupree Financial Group’s founding principles remain consistent today: Serve retirement investors who might not get attention from large brokerage firms Maintain local presence and accountability in Lexington, Kentucky Provide team-based service rather than single-advisor relationships Focus on income and risk mitigation rather than index performance Conduct independent research and select individual investments Build long-term relationships rather than pursuing transactions Communicate transparently about both successes and setbacks As Tom reflects: “It really wasn’t about the investment performance. It’s about the touch, it’s about the accountability, those sorts of things. And that’s the kind of thing we’ve set up. That was what I envisioned when I started this thing—that we would give the clients more of what they should have been getting at the Wall Street firms.” Ready to Experience the Dupree Financial Group Difference? If you’re approaching retirement or already in retirement and want a local financial advisor who prioritizes transparency, accountability, and personalized service, Dupree Financial Group invites you to experience the difference that a client-first approach makes. Schedule your complimentary portfolio review today: Call: (859) 233-0400 Visit: www.dupreefinancial.com Get Personalized Analysis: Request your portfolio consultation Don’t settle for mass-market investment approaches or impersonal service from distant Wall Street firms. Work with a team of Kentucky financial advisors who do their own research, communicate directly with you, and keep your retirement goals at the center of every decision. Explore more insights on Kentucky retirement planning strategies and listen to additional episodes in our Market Commentary archive. Frequently Asked Questions About Dupree Financial Group What makes Dupree Financial Group different from large brokerage firms? Dupree Financial Group operates as an independent Registered Investment Advisor (RIA), meaning the firm doesn’t pay commissions to Wall Street parent companies and doesn’t face pressure to use proprietary products. The team that meets with clients is the same team that researches and selects investments, providing direct accountability and transparency. All revenues stay local and reinvest in client services rather than flowing to distant corporate headquarters. Why did Tom Dupree start his own financial advisory firm? Tom founded Dupree Financial Group in 2003 after 19 years with a major brokerage firm, where he witnessed the limitations of the transactional, sales-focused model. He envisioned creating a firm that would serve average retirement investors with personalized attention, team-based accountability, and a focus on long-term relationships rather than individual trades. The firm became truly independent in 2010 when it transitioned to RIA status. What is the investment philosophy at Dupree Financial Group? Unlike money managers competing to beat specific indices, Dupree Financial Group focuses on income generation and risk mitigation for retirement investors. The team conducts its own research, including direct calls to companies they invest in, and selects individual stocks and bonds based on dividend yield, valuation, and margin of safety rather than trying to match or beat market benchmarks. How does the team approach at Dupree Financial Group benefit clients? The team model means clients receive the collective expertise of multiple professionals rather than relying on a single advisor’s perspective. Multiple team members share responsibility for each client account, improving service levels and ensuring continuity. This collaborative approach produces better research outcomes and provides clients with consistent access to knowledgeable professionals. What types of clients does Dupree Financial Group serve? Dupree Financial Group specializes in serving pre-retirees and retirees, particularly those who might not receive personalized attention from large brokerage firms. The firm’s cost structure allows them to provide meaningful, customized service to clients with retirement accounts of various sizes, with a focus on the Lexington, Kentucky area and surrounding regions. How often does Dupree Financial Group communicate with clients? Regular client reviews are built into the firm’s DNA from the beginning. Unlike transactional brokerage relationships where communication happens only when making trades, Dupree Financial Group maintains ongoing dialogue with clients through systematic review processes. These meetings focus on education and information rather than sales, since clients have already committed to the firm’s investment process. Does Dupree Financial Group charge fees or commissions? As a fee-based Registered Investment Advisor, Dupree Financial Group operates under a fiduciary standard, meaning it’s legally required to act in clients’ best interests. This fee-based structure eliminates conflicts of interest inherent in commission-based brokerage relationships and aligns the firm’s success with client outcomes. Disclaimer: This content is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results. Please consult with a qualified financial professional regarding your specific situation. The post Why Independent Financial Advisors Choose Income Over Index Performance for Retirement Portfolios appeared first on Dupree Financial.

Are parents supposed to be disciplinarians? Are they supposed to coddle us? Or are they supposed to be our friends?In this B-Side episode, BusinessWorld talks together with VP for Corporate & Commercial Strategy, Barbara Young and Program Director & Strategist, Kristine Joyce Erni Santos of Acumen Strategy Consultants, uncovers insights parents of current generations need to better raise children in a way that bridges values across time.Interview by Beatriz CruzAudio editing by Jayson John Marinas

It's a great episode this week as Eddie and Leighton kick things off with a catch-up before diving into the featured interview. They are joined by DJ Flanders, Executive Vice President of Troon Golf, for a wide-ranging and insightful conversation that revisits a standout presentation DJ delivered at the GCAE Conference in Madeira last November. That presentation explored one of the biggest challenges facing golf today: the four generations now sharing our golf venues. The conversation looks closely at Baby Boomers, Gen X, Millennials, and Gen Z, exploring the typical traits, preferences, and expectations of each group. Eddie, Leighton, and DJ discuss what each generation values most from the golf and hospitality experience, what makes them feel welcomed and satisfied, and where venues risk losing them if expectations aren't met. A central theme of the discussion is the big challenge facing operators today: how do golf venues successfully appeal to all four generations at the same time? DJ shares practical insight into how different generations can co-exist within the same venues, how expectations can be balanced, and why understanding generational mindset is now essential for the long-term success of golf. It's a thoughtful, practical, and engaging conversation with plenty of takeaways for anyone involved in golf operations, hospitality, or leadership. You can find out more about Troon Golf at https://www.troongolf.com and connect with DJ Flanders on LinkedIn.   A big thanks to our partners: Toro - Click here for more information The Revenue Club - Click here for more information https://eddiebullockgolf.com/   Connect with Us: Instagram: @golfclubtalkuk Website: Golf Club Talk UK https://www.linkedin.com/in/leighton-walker-2708b627/   Support us here: https://buymeacoffee.com/gctuk Rate & Review Please leave a 5-star review and share this episode with your golf circle!

Building a Financial Advisory Firm That Puts Clients First: An Inside Look at the Process Meta Description: Discover why Tom Dupree founded Dupree Financial Group in Lexington, Kentucky—focusing on personalized investment management, team accountability, and retirement planning for local clients. For pre-retirees and retirees in Kentucky searching for personalized investment management, understanding the “why” behind your financial advisor matters just as much as the “how.” In this special episode of The Financial Hour of The Tom Dupree Show, Tom Dupree Jr. and Mike Johnson share the founding story of Dupree Financial Group—a journey that began with a simple walk in the woods near Natural Bridge in Kentucky in February 2002 and evolved into a comprehensive wealth management approach designed specifically for Lexington-area retirement investors. The Origin Story: From Brokerage Dissatisfaction to Independent Registered Investment Advisor Tom Dupree recalls the pivotal moment that sparked the creation of Dupree Financial Group. Walking through the woods with his young son James on his shoulders, he realized the traditional brokerage firm model wasn’t aligned with the future he envisioned for his family and clients. “I got this joy, this excitement in my heart thinking about doing this,” Tom explains. “I was in no position to do it at all. I didn’t have any money. Strangely, my banker approved me for a loan to actually go get the office space and get it fitted up. And that fit-up is still the same fit-up we’re using. We have not changed it.” The firm officially opened in 2003, but Tom identifies 2010 as the true beginning of Dupree Financial Group as it exists today. That’s when the firm disassociated from an outside brokerage and became an independent Registered Investment Advisor (RIA). “In 2010, we disassociated ourselves with an outside brokerage firm and became what’s called an RIA, a Registered Investment Advisor, which meant that now we’re not paying 25% of our revenues to an outside firm,” Tom shares. “That enabled us to do a lot more internally, and it really was the beginning of the firm that we know today.” Key Takeaways: Why Dupree Financial Group Started Client-focused mission: Created to serve average retirement investors who wouldn’t necessarily get attention from major brokerage firms Cost structure advantage: Lower overhead means smaller accounts receive meaningful attention and personalized service Local accountability: Designed specifically to respond to clients in Lexington, Kentucky, and the surrounding region Team approach: Built from the ground up to provide collaborative service rather than single-broker relationships Independence: Becoming an RIA in 2010 eliminated the pressure to use proprietary products and allowed true fiduciary responsibility Personalized Investment Management vs. Mass-Market Approaches One of the core distinctions Tom emphasizes is the difference between Dupree Financial Group’s model and the mass-market approach taken by larger national firms. Rather than assigning clients to investment counselors within a large hierarchy, Dupree Financial Group provides direct access to portfolio managers who actually research and select the investments. “When you’re talking to somebody, to one of us, the team that you’re talking to is also the team that is designing your investment portfolio, actually helping pick stocks and bonds to own in the portfolio,” Tom explains. “Now why is that a big deal? Well, when I was with Brand X, they had a guy in New York who was brilliant, and he really was brilliant, and he was a stock picker. You didn’t ever talk to him, but he would publish a list of things that you ought to buy.” That approach failed catastrophically during the 2001-2002 market downturn, when many clients saw portfolios decline 50% with little communication or accountability from their advisors. “It wasn’t so much the fact that everything went down, although that was a big part of it, but it was the lack of communication,” Tom notes. “It was not being willing to be accountable for what really had happened, and they just clammed up.” The Dupree Difference: Direct Access and Transparency Mike Johnson highlights several critical advantages of the Dupree Financial Group model: Team collaboration: Multiple professionals work together on research and portfolio management, producing better outcomes than single-advisor approaches Direct communication: Clients speak directly with the team members who make investment decisions Own investment selection: The firm conducts its own research and calls companies directly rather than relying on buy lists from headquarters Local presence: All revenues stay local and are reinvested in client services rather than flowing to Wall Street firms “The service team is way more aligned with the investment team,” Mike explains. “It’s not two separate functions sitting in the same room.” Investment Philosophy: Focus on Income and Risk Mitigation for Kentucky Retirement Planning Unlike money managers competing to beat specific indices, Dupree Financial Group takes a different approach focused specifically on retirement investors’ needs. This investment philosophy prioritizes income generation and risk mitigation over performance rankings. “We’re not trying to beat any index. We’re just investing in things that we see are good that we think meet our parameters for what we’re looking for,” Tom states. “The why is it’s a focus on risk mitigation, and it’s a focus on income. Those things actually make it pretty easy for us once we tie down the parameters of what we’re looking for.” Mike Johnson references a quote from investment manager Howard Marks that encapsulates a key industry problem: “If you want to be in the top 5% of money managers, you have to be willing to be in the bottom 5% too.” That statement, Mike explains, highlights the perverse incentives created when advisors chase index performance rather than focusing on actual client needs. Real Portfolio Examples: How the Strategy Works The team shares several examples of their investment approach in action: The 6.5% Dividend Stock: “We bought it in June. This company, our listeners would be familiar with. At the time, it had a six-and-a-half percent dividend yield, and the valuation was attractive when you look at the hard assets that they had. We felt some things could go right for the company over the next couple of years. And in the meantime, the stock had gone down significantly, so there was a lot of bad news priced in already. Since then, the stock has gone up to what we thought it would go up to over the next two to four years. It just did it in four months.” The Grocery Company: “We invested in a company the other day—it was a grocery company well known within Central Kentucky. It’s gotten cheap. We just knew it as being a household name that pays a small dividend.” The Clothing Brand: “It’s kind of a clothing company, well-known. It puts out some major, well-known brands. The thing’s gone from a hundred dollars to 30-something, so we decided to take a look there. That one pays a pretty good dividend.” These examples demonstrate the value-focused, income-oriented approach that differentiates Dupree Financial Group from index-chasing strategies. The Team Approach: Building Long-Term Relationships Over Transactions A fundamental principle at Dupree Financial Group is the shift from transactional relationships to ongoing partnerships. Tom explains how his years at major brokerage firms taught him what he didn’t want to replicate. “One thing that I learned in the big firms was that it’s always about the transaction. It’s about the trade,” Tom recalls. “You were constantly having to pursue that trade, do this trade with this client, do that trade with that client. I didn’t want it to be about the trade anymore. I wanted it to be about the relationship.” This philosophy manifests in several concrete ways: Regular review process: Unlike transactional brokerage relationships, Dupree Financial Group built systematic client reviews into the firm’s DNA from the beginning No pressure to sell: Because clients have already committed to the process, meetings focus on education and information rather than sales Team accountability: Multiple team members take responsibility for each client rather than the single-broker model Transparent communication: When investments don’t work out, the team explains why openly rather than avoiding difficult conversations “When our clients come in for a review or they call with a question, they know we’re not trying to sell them anything,” Mike emphasizes. “It’s informational. It’s actually something they can use.” Direct Company Research: An Uncommon Practice One aspect of Dupree Financial Group’s approach that sets them apart is their practice of directly contacting companies they invest in—something Tom notes is rare among medium and small-sized investment advisors. “We do calls with these companies. In some cases, we’ve gone to visit them—the actual company itself that we’re investing in,” Tom explains. “That would’ve been unheard of in our previous setup. A big part of what we do is talk to the clients—I say clients, the businesses that we invest in. We talk to them, we want to find out what they’re doing, learn a little bit about management and do the best we can to really do our due diligence.” This hands-on research approach provides insights that buy lists and analyst reports simply cannot match. Four Generations of Financial Service: The Dupree Family Legacy The commitment to serving clients runs deep in the Dupree family history. Tom shares how his grandfather entered the investment business around 1920 in Louisville, Kentucky, selling preferred stock for Louisville Gas and Electric directly to the public before moving into municipal bonds. “My grandfather was the first one of our line that was in the investment business,” Tom explains. “Then my dad got into the business after being in the navy, I think it was around 1955 in Harlan, Kentucky. Then me and now my two sons are in the business.” Tom’s father moved the family to Lexington in 1963 and founded Dupree and Company, which managed municipal bond issues and eventually started the Kentucky Tax Free Mutual Fund in 1979. “Their idea was always to make a thing for clients that the clients could use, that was a retail thing,” Tom notes. “And so I carried that concern for the clients into what I did when we started Dupree Financial Group.” This multi-generational focus on creating client-centered investment solutions forms the foundation of the firm’s culture today. Tom’s sons, Clark and James, are involved with Dupree Financial Group, making the fourth generation of Duprees in the investment business. The Evolution: Early Struggles to Established Success Tom is refreshingly transparent about the challenges of the firm’s early years. After opening in 2003, success didn’t come easily or quickly. “It certainly was frightening during those early days of opening the firm and wondering if anybody would ever show up,” Tom recalls. “We did all these seminars, lots of them, over a hundred. People would show up, and now and then we’d get a client out of it. It took a lot of work.” The firm began regular radio broadcasts around 2008, which helped build awareness and credibility in the Lexington community. But the real transformation came in 2010 with the transition to RIA status. “When we became an RIA, it opened up possibilities for investment options that we didn’t have before,” Mike reflects. “It got the pressure of the heavy hand off to use proprietary products. That hand was always on you. And so that was lifted. It was like the skies opened up that you had this flexibility now.” Mike adds a crucial point about this transition: “At the same time, that was a sobering feeling. Now it was on you. You can’t blame it on anybody. But from our client’s standpoint, that was something that was a positive because the accountability increased for the firm.” Client Retention: The Ultimate Validation Perhaps the strongest validation of Dupree Financial Group’s approach is client retention. Tom notes that the firm keeps clients longer and longer—a testament to the relationship-building model. “We seem to be keeping clients longer and longer, so evidently we did something right,” Tom observes. “Once we got the buggy built, we really haven’t fooled with it much. We’ve tried to do some tweaks here and there, but the basic chassis has served us pretty well.” Why the “Why” Matters for Kentucky Retirement Investors For pre-retirees and retirees evaluating financial advisors, understanding the “why” behind a firm’s approach provides crucial insight into what kind of service you’ll receive. Dupree Financial Group’s founding principles remain consistent today: Serve retirement investors who might not get attention from large brokerage firms Maintain local presence and accountability in Lexington, Kentucky Provide team-based service rather than single-advisor relationships Focus on income and risk mitigation rather than index performance Conduct independent research and select individual investments Build long-term relationships rather than pursuing transactions Communicate transparently about both successes and setbacks As Tom reflects: “It really wasn’t about the investment performance. It’s about the touch, it’s about the accountability, those sorts of things. And that’s the kind of thing we’ve set up. That was what I envisioned when I started this thing—that we would give the clients more of what they should have been getting at the Wall Street firms.” Ready to Experience the Dupree Financial Group Difference? If you’re approaching retirement or already in retirement and want a local financial advisor who prioritizes transparency, accountability, and personalized service, Dupree Financial Group invites you to experience the difference that a client-first approach makes. Schedule your complimentary portfolio review today: Call: (859) 233-0400 Visit: www.dupreefinancial.com Get Personalized Analysis: Request your portfolio consultation Don’t settle for mass-market investment approaches or impersonal service from distant Wall Street firms. Work with a team of Kentucky financial advisors who do their own research, communicate directly with you, and keep your retirement goals at the center of every decision. Explore more insights on Kentucky retirement planning strategies and listen to additional episodes in our Market Commentary archive. Frequently Asked Questions About Dupree Financial Group What makes Dupree Financial Group different from large brokerage firms? Dupree Financial Group operates as an independent Registered Investment Advisor (RIA), meaning the firm doesn’t pay commissions to Wall Street parent companies and doesn’t face pressure to use proprietary products. The team that meets with clients is the same team that researches and selects investments, providing direct accountability and transparency. All revenues stay local and reinvest in client services rather than flowing to distant corporate headquarters. Why did Tom Dupree start his own financial advisory firm? Tom founded Dupree Financial Group in 2003 after 19 years with a major brokerage firm, where he witnessed the limitations of the transactional, sales-focused model. He envisioned creating a firm that would serve average retirement investors with personalized attention, team-based accountability, and a focus on long-term relationships rather than individual trades. The firm became truly independent in 2010 when it transitioned to RIA status. What is the investment philosophy at Dupree Financial Group? Unlike money managers competing to beat specific indices, Dupree Financial Group focuses on income generation and risk mitigation for retirement investors. The team conducts its own research, including direct calls to companies they invest in, and selects individual stocks and bonds based on dividend yield, valuation, and margin of safety rather than trying to match or beat market benchmarks. How does the team approach at Dupree Financial Group benefit clients? The team model means clients receive the collective expertise of multiple professionals rather than relying on a single advisor’s perspective. Multiple team members share responsibility for each client account, improving service levels and ensuring continuity. This collaborative approach produces better research outcomes and provides clients with consistent access to knowledgeable professionals. What types of clients does Dupree Financial Group serve? Dupree Financial Group specializes in serving pre-retirees and retirees, particularly those who might not receive personalized attention from large brokerage firms. The firm’s cost structure allows them to provide meaningful, customized service to clients with retirement accounts of various sizes, with a focus on the Lexington, Kentucky area and surrounding regions. How often does Dupree Financial Group communicate with clients? Regular client reviews are built into the firm’s DNA from the beginning. Unlike transactional brokerage relationships where communication happens only when making trades, Dupree Financial Group maintains ongoing dialogue with clients through systematic review processes. These meetings focus on education and information rather than sales, since clients have already committed to the firm’s investment process. Does Dupree Financial Group charge fees or commissions? As a fee-based Registered Investment Advisor, Dupree Financial Group operates under a fiduciary standard, meaning it’s legally required to act in clients’ best interests. This fee-based structure eliminates conflicts of interest inherent in commission-based brokerage relationships and aligns the firm’s success with client outcomes. Disclaimer: This content is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results. Please consult with a qualified financial professional regarding your specific situation. The post Why Independent Financial Advisors Choose Income Over Index Performance for Retirement Portfolios appeared first on Dupree Financial.

THE GOLDEN FLEECE OF ZEGNA. Ermenegildo "Gildo" Zegna is Chairman and CEO of the Ermenegildo Zegna Group, founded in 1910 as a textile company by his grandfather and namesake in Trivero, Italy. Under his leadership, the Group has strengthened its position in high-end menswear and has grown into one of the leading global companies in the luxury sector. In 2011, Zegna was awarded the title of Cavaliere del Lavoro (Knight of Labour) by Italian President Giorgio Napolitano. In 2021, the Ermenegildo Zegna Group was listed on the New York Stock Exchange. "Our vertically integrated "sheep-to-shop" model is unique in luxury. Next year, over 60% of our products will be made in-house." "Personalization is increasingly important: people want something unique and delivered fast." "We are not a conglomerate, but a strong group of luxury brands led by a team that protects our authenticity and unique approach."

Building a Financial Advisory Firm That Puts Clients First: An Inside Look at the Process Meta Description: Discover why Tom Dupree founded Dupree Financial Group in Lexington, Kentucky—focusing on personalized investment management, team accountability, and retirement planning for local clients. For pre-retirees and retirees in Kentucky searching for personalized investment management, understanding the “why” behind your financial advisor matters just as much as the “how.” In this special episode of The Financial Hour of The Tom Dupree Show, Tom Dupree Jr. and Mike Johnson share the founding story of Dupree Financial Group—a journey that began with a simple walk in the woods near Natural Bridge in Kentucky in February 2002 and evolved into a comprehensive wealth management approach designed specifically for Lexington-area retirement investors. The Origin Story: From Brokerage Dissatisfaction to Independent Registered Investment Advisor Tom Dupree recalls the pivotal moment that sparked the creation of Dupree Financial Group. Walking through the woods with his young son James on his shoulders, he realized the traditional brokerage firm model wasn’t aligned with the future he envisioned for his family and clients. “I got this joy, this excitement in my heart thinking about doing this,” Tom explains. “I was in no position to do it at all. I didn’t have any money. Strangely, my banker approved me for a loan to actually go get the office space and get it fitted up. And that fit-up is still the same fit-up we’re using. We have not changed it.” The firm officially opened in 2003, but Tom identifies 2010 as the true beginning of Dupree Financial Group as it exists today. That’s when the firm disassociated from an outside brokerage and became an independent Registered Investment Advisor (RIA). “In 2010, we disassociated ourselves with an outside brokerage firm and became what’s called an RIA, a Registered Investment Advisor, which meant that now we’re not paying 25% of our revenues to an outside firm,” Tom shares. “That enabled us to do a lot more internally, and it really was the beginning of the firm that we know today.” Key Takeaways: Why Dupree Financial Group Started Client-focused mission: Created to serve average retirement investors who wouldn’t necessarily get attention from major brokerage firms Cost structure advantage: Lower overhead means smaller accounts receive meaningful attention and personalized service Local accountability: Designed specifically to respond to clients in Lexington, Kentucky, and the surrounding region Team approach: Built from the ground up to provide collaborative service rather than single-broker relationships Independence: Becoming an RIA in 2010 eliminated the pressure to use proprietary products and allowed true fiduciary responsibility Personalized Investment Management vs. Mass-Market Approaches One of the core distinctions Tom emphasizes is the difference between Dupree Financial Group’s model and the mass-market approach taken by larger national firms. Rather than assigning clients to investment counselors within a large hierarchy, Dupree Financial Group provides direct access to portfolio managers who actually research and select the investments. “When you’re talking to somebody, to one of us, the team that you’re talking to is also the team that is designing your investment portfolio, actually helping pick stocks and bonds to own in the portfolio,” Tom explains. “Now why is that a big deal? Well, when I was with Brand X, they had a guy in New York who was brilliant, and he really was brilliant, and he was a stock picker. You didn’t ever talk to him, but he would publish a list of things that you ought to buy.” That approach failed catastrophically during the 2001-2002 market downturn, when many clients saw portfolios decline 50% with little communication or accountability from their advisors. “It wasn’t so much the fact that everything went down, although that was a big part of it, but it was the lack of communication,” Tom notes. “It was not being willing to be accountable for what really had happened, and they just clammed up.” The Dupree Difference: Direct Access and Transparency Mike Johnson highlights several critical advantages of the Dupree Financial Group model: Team collaboration: Multiple professionals work together on research and portfolio management, producing better outcomes than single-advisor approaches Direct communication: Clients speak directly with the team members who make investment decisions Own investment selection: The firm conducts its own research and calls companies directly rather than relying on buy lists from headquarters Local presence: All revenues stay local and are reinvested in client services rather than flowing to Wall Street firms “The service team is way more aligned with the investment team,” Mike explains. “It’s not two separate functions sitting in the same room.” Investment Philosophy: Focus on Income and Risk Mitigation for Kentucky Retirement Planning Unlike money managers competing to beat specific indices, Dupree Financial Group takes a different approach focused specifically on retirement investors’ needs. This investment philosophy prioritizes income generation and risk mitigation over performance rankings. “We’re not trying to beat any index. We’re just investing in things that we see are good that we think meet our parameters for what we’re looking for,” Tom states. “The why is it’s a focus on risk mitigation, and it’s a focus on income. Those things actually make it pretty easy for us once we tie down the parameters of what we’re looking for.” Mike Johnson references a quote from investment manager Howard Marks that encapsulates a key industry problem: “If you want to be in the top 5% of money managers, you have to be willing to be in the bottom 5% too.” That statement, Mike explains, highlights the perverse incentives created when advisors chase index performance rather than focusing on actual client needs. Real Portfolio Examples: How the Strategy Works The team shares several examples of their investment approach in action: The 6.5% Dividend Stock: “We bought it in June. This company, our listeners would be familiar with. At the time, it had a six-and-a-half percent dividend yield, and the valuation was attractive when you look at the hard assets that they had. We felt some things could go right for the company over the next couple of years. And in the meantime, the stock had gone down significantly, so there was a lot of bad news priced in already. Since then, the stock has gone up to what we thought it would go up to over the next two to four years. It just did it in four months.” The Grocery Company: “We invested in a company the other day—it was a grocery company well known within Central Kentucky. It’s gotten cheap. We just knew it as being a household name that pays a small dividend.” The Clothing Brand: “It’s kind of a clothing company, well-known. It puts out some major, well-known brands. The thing’s gone from a hundred dollars to 30-something, so we decided to take a look there. That one pays a pretty good dividend.” These examples demonstrate the value-focused, income-oriented approach that differentiates Dupree Financial Group from index-chasing strategies. The Team Approach: Building Long-Term Relationships Over Transactions A fundamental principle at Dupree Financial Group is the shift from transactional relationships to ongoing partnerships. Tom explains how his years at major brokerage firms taught him what he didn’t want to replicate. “One thing that I learned in the big firms was that it’s always about the transaction. It’s about the trade,” Tom recalls. “You were constantly having to pursue that trade, do this trade with this client, do that trade with that client. I didn’t want it to be about the trade anymore. I wanted it to be about the relationship.” This philosophy manifests in several concrete ways: Regular review process: Unlike transactional brokerage relationships, Dupree Financial Group built systematic client reviews into the firm’s DNA from the beginning No pressure to sell: Because clients have already committed to the process, meetings focus on education and information rather than sales Team accountability: Multiple team members take responsibility for each client rather than the single-broker model Transparent communication: When investments don’t work out, the team explains why openly rather than avoiding difficult conversations “When our clients come in for a review or they call with a question, they know we’re not trying to sell them anything,” Mike emphasizes. “It’s informational. It’s actually something they can use.” Direct Company Research: An Uncommon Practice One aspect of Dupree Financial Group’s approach that sets them apart is their practice of directly contacting companies they invest in—something Tom notes is rare among medium and small-sized investment advisors. “We do calls with these companies. In some cases, we’ve gone to visit them—the actual company itself that we’re investing in,” Tom explains. “That would’ve been unheard of in our previous setup. A big part of what we do is talk to the clients—I say clients, the businesses that we invest in. We talk to them, we want to find out what they’re doing, learn a little bit about management and do the best we can to really do our due diligence.” This hands-on research approach provides insights that buy lists and analyst reports simply cannot match. Four Generations of Financial Service: The Dupree Family Legacy The commitment to serving clients runs deep in the Dupree family history. Tom shares how his grandfather entered the investment business around 1920 in Louisville, Kentucky, selling preferred stock for Louisville Gas and Electric directly to the public before moving into municipal bonds. “My grandfather was the first one of our line that was in the investment business,” Tom explains. “Then my dad got into the business after being in the navy, I think it was around 1955 in Harlan, Kentucky. Then me and now my two sons are in the business.” Tom’s father moved the family to Lexington in 1963 and founded Dupree and Company, which managed municipal bond issues and eventually started the Kentucky Tax Free Mutual Fund in 1979. “Their idea was always to make a thing for clients that the clients could use, that was a retail thing,” Tom notes. “And so I carried that concern for the clients into what I did when we started Dupree Financial Group.” This multi-generational focus on creating client-centered investment solutions forms the foundation of the firm’s culture today. Tom’s sons, Clark and James, are involved with Dupree Financial Group, making the fourth generation of Duprees in the investment business. The Evolution: Early Struggles to Established Success Tom is refreshingly transparent about the challenges of the firm’s early years. After opening in 2003, success didn’t come easily or quickly. “It certainly was frightening during those early days of opening the firm and wondering if anybody would ever show up,” Tom recalls. “We did all these seminars, lots of them, over a hundred. People would show up, and now and then we’d get a client out of it. It took a lot of work.” The firm began regular radio broadcasts around 2008, which helped build awareness and credibility in the Lexington community. But the real transformation came in 2010 with the transition to RIA status. “When we became an RIA, it opened up possibilities for investment options that we didn’t have before,” Mike reflects. “It got the pressure of the heavy hand off to use proprietary products. That hand was always on you. And so that was lifted. It was like the skies opened up that you had this flexibility now.” Mike adds a crucial point about this transition: “At the same time, that was a sobering feeling. Now it was on you. You can’t blame it on anybody. But from our client’s standpoint, that was something that was a positive because the accountability increased for the firm.” Client Retention: The Ultimate Validation Perhaps the strongest validation of Dupree Financial Group’s approach is client retention. Tom notes that the firm keeps clients longer and longer—a testament to the relationship-building model. “We seem to be keeping clients longer and longer, so evidently we did something right,” Tom observes. “Once we got the buggy built, we really haven’t fooled with it much. We’ve tried to do some tweaks here and there, but the basic chassis has served us pretty well.” Why the “Why” Matters for Kentucky Retirement Investors For pre-retirees and retirees evaluating financial advisors, understanding the “why” behind a firm’s approach provides crucial insight into what kind of service you’ll receive. Dupree Financial Group’s founding principles remain consistent today: Serve retirement investors who might not get attention from large brokerage firms Maintain local presence and accountability in Lexington, Kentucky Provide team-based service rather than single-advisor relationships Focus on income and risk mitigation rather than index performance Conduct independent research and select individual investments Build long-term relationships rather than pursuing transactions Communicate transparently about both successes and setbacks As Tom reflects: “It really wasn’t about the investment performance. It’s about the touch, it’s about the accountability, those sorts of things. And that’s the kind of thing we’ve set up. That was what I envisioned when I started this thing—that we would give the clients more of what they should have been getting at the Wall Street firms.” Ready to Experience the Dupree Financial Group Difference? If you’re approaching retirement or already in retirement and want a local financial advisor who prioritizes transparency, accountability, and personalized service, Dupree Financial Group invites you to experience the difference that a client-first approach makes. Schedule your complimentary portfolio review today: Call: (859) 233-0400 Visit: www.dupreefinancial.com Get Personalized Analysis: Request your portfolio consultation Don’t settle for mass-market investment approaches or impersonal service from distant Wall Street firms. Work with a team of Kentucky financial advisors who do their own research, communicate directly with you, and keep your retirement goals at the center of every decision. Explore more insights on Kentucky retirement planning strategies and listen to additional episodes in our Market Commentary archive. Frequently Asked Questions About Dupree Financial Group What makes Dupree Financial Group different from large brokerage firms? Dupree Financial Group operates as an independent Registered Investment Advisor (RIA), meaning the firm doesn’t pay commissions to Wall Street parent companies and doesn’t face pressure to use proprietary products. The team that meets with clients is the same team that researches and selects investments, providing direct accountability and transparency. All revenues stay local and reinvest in client services rather than flowing to distant corporate headquarters. Why did Tom Dupree start his own financial advisory firm? Tom founded Dupree Financial Group in 2003 after 19 years with a major brokerage firm, where he witnessed the limitations of the transactional, sales-focused model. He envisioned creating a firm that would serve average retirement investors with personalized attention, team-based accountability, and a focus on long-term relationships rather than individual trades. The firm became truly independent in 2010 when it transitioned to RIA status. What is the investment philosophy at Dupree Financial Group? Unlike money managers competing to beat specific indices, Dupree Financial Group focuses on income generation and risk mitigation for retirement investors. The team conducts its own research, including direct calls to companies they invest in, and selects individual stocks and bonds based on dividend yield, valuation, and margin of safety rather than trying to match or beat market benchmarks. How does the team approach at Dupree Financial Group benefit clients? The team model means clients receive the collective expertise of multiple professionals rather than relying on a single advisor’s perspective. Multiple team members share responsibility for each client account, improving service levels and ensuring continuity. This collaborative approach produces better research outcomes and provides clients with consistent access to knowledgeable professionals. What types of clients does Dupree Financial Group serve? Dupree Financial Group specializes in serving pre-retirees and retirees, particularly those who might not receive personalized attention from large brokerage firms. The firm’s cost structure allows them to provide meaningful, customized service to clients with retirement accounts of various sizes, with a focus on the Lexington, Kentucky area and surrounding regions. How often does Dupree Financial Group communicate with clients? Regular client reviews are built into the firm’s DNA from the beginning. Unlike transactional brokerage relationships where communication happens only when making trades, Dupree Financial Group maintains ongoing dialogue with clients through systematic review processes. These meetings focus on education and information rather than sales, since clients have already committed to the firm’s investment process. Does Dupree Financial Group charge fees or commissions? As a fee-based Registered Investment Advisor, Dupree Financial Group operates under a fiduciary standard, meaning it’s legally required to act in clients’ best interests. This fee-based structure eliminates conflicts of interest inherent in commission-based brokerage relationships and aligns the firm’s success with client outcomes. Disclaimer: This content is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results. Please consult with a qualified financial professional regarding your specific situation. The post Why Independent Financial Advisors Choose Income Over Index Performance for Retirement Portfolios appeared first on Dupree Financial.

ourth-generation leader Taylor Dorman, EVP of Operations at Kansas City's Jack Stack Barbecue, shares how his family has grown a simple 1950s Hickory-smoked BBQ joint into six high-volume restaurants, a catering division, nationwide shipping, and a retail production facility—while staying true to the values that built the business. He explains the family rule that every next-generation member must work elsewhere and earn a promotion before returning, and why he chose to start back in the kitchen before stepping into leadership. Taylor breaks down their core “Hope Through Hospitality” values—Humility, Optimism, Passion, Engagement—which guide hiring, coaching, and daily execution across 850 team members. He discusses how Jack Stack stands out in a competitive BBQ market by offering an elevated but welcoming full-service experience, and how the company navigates rising beef costs, aggressive local competition, and evolving technology without sacrificing genuine hospitality. As a husband and father of three, Taylor also shares how he protects small pockets of time, avoids burnout, and approaches his role as a steward of a 68-year legacy focused on long-term impact rather than short-term gains.10 key takeaways Jack Stack is a 68-year-old, fourth-generation family business with six restaurants, catering, shipping, and retail production. Family members must work outside the business, earn a promotion, and return only in existing roles—no shortcuts. Taylor started back as an assistant kitchen manager, completed a 20-week MIT program, and spent years in operations before becoming EVP. The brand wins by pairing top-tier barbecue with an elevated full-service experience that welcomes every type of guest. Their HOPE values—Humility, Optimism, Passion, Engagement—form the cultural backbone of the company. Humility is non-negotiable; promoting leaders without it can erode a multi-generational business fast. Restaurants offer real human connection and skill-building, especially for younger workers raised on screens. Technology is used only when it improves convenience; hospitality must always stay personal and accessible. Pricing and traffic are major challenges due to beef costs and dense competition; Jack Stack tackles this through strategic purchasing and partnerships like Food Service IQ. Taylor manages work and family by reclaiming small daily pockets of time, building healthy routines, and consistently showing up for both his team and his home.

(00:00:00) For nearly 40 years, The Pennsylvania Bakery in Camp Hill has been more than a place to buy desserts—it’s been a community cornerstone built on faith, family, and a steadfast commitment to quality. (00:22:13) A new October poll from Franklin & Marshall College suggests that many Pennsylvanians are feeling uncertain about the direction of the state — and the health of democracy itself.Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

For Jennifer Wright-Wey, nursing supervisor at Virtua Willingboro, being a part of Virtua is like coming home. Her family's connection to our organization spans four-generations—from her grandmother, a switchboard operator, to her son, who serves in the security department. Jennifer also shares how Virtua's tuition reimbursement program helped build her own career. Now, she's proud to pay it forward by encouraging her team to grow, pursue opportunities, and build their own futures at Virtua.

In this episode, seven public housing resident narrators recount stories about sharing in community and forced changes to their family structures, shaped by undercurrents of federal policies enacted during the 1950s–1980s that strictly governed what resources were available to whom. These stories touch on how the United States' aggressive involvement in global affairs affect its residents at home and reveal deeper insights about how systemic changes affect each individual.We encourage you to share this episode with a friend and discuss how sharing and governmental policies have impacted your communities.Episode transcript here. To learn more about the history and policies discussed in this episode, check out our full sources and additional readings list: Nicholas Lemann, “Four Generations in the Projects,” The New York Times (January 13, 1991, Section 6, page 17), accessed at: https://www.nytimes.com/1991/01/13/magazine/four-generations-in-the-projects.html Natalie Y. Moore, with research by Beauty Turner, “The Good Ol Days,” The Chicago Reporter (September 26, 2007), accessed at: https://www.chicagoreporter.com/good-ol-days/. Alison Lefkovitz, “Men in the House: Race, Welfare, and the Regulation of Men's Sexuality in the United States, 1961–1972,” Journal of the History of Sexuality 20, no. 3 (2011): 594–614, accessed at: http://www.jstor.org/stable/41305886.Rahim Kurwa, National Low Income Housing Coalition, “Study Examines ‘Man in the House' Rules in the Voucher Program, Housing Policy Debate (August 24, 2020) accessed at: https://nlihc.org/resource/study-examines-man-house-rules-voucher-program Nestle, Marion. “The Supplemental Nutrition Assistance Program (SNAP): History, Politics, and Public Health Implications.” American Journal of Public Health 109, no. 12 (2019): 1631-1635, accessed at: https://ajph.aphapublications.org/doi/10.2105/AJPH.2019.305361 Hortense J. Spillers, “Mama's Baby, Papa's Maybe: an american grammar book”  (1987), Diacritics 17, no. 2 (Summer 1987): pp. 64-81, accessed at: https://www.mcgill.ca/english/files/english/spillers_mamas_baby.pdf or https://doi.org/10.2307/464747 .Gregory Acs, Kenneth Braswell, Elaine Sorensen, and Margery Austin Turner, “The Moynihan Report Revisited, published by Urban Institute, Open Society Foundations, and Fathers Incorporated (June 2013), accessed at: https://www.urban.org/sites/default/files/publication/23696/412839-The-Moynihan-Report-Revisited.PDF Daniel Geary, “The Moynihan Report: An Annotated Edition,” The Atlantic (September 2015), accessed at: https://www.theatlantic.com/politics/archive/2015/09/the-moynihan-report-an-annotated-edition/404632/ Daniel Patrick Moynihan, “The Negro Family: The Case for National Action,” Office of Policy Planning and Research, United States Department of Labor (March 1965), accessed at: https://web.stanford.edu/~mrosenfe/Moynihan%27s%20The%20Negro%20Family.pdf.

For over seventy years, McSweeney's Corner Shop in Gardiners Hill has been more than a place to pick up the essentials, it's been the beating heart of the neighbourhood. PJ spoke to fourth-generation family member Clíona who shares stories of her great-grandmother “Mrs. Mac,” the legendary “Mrs. Lovely,” and the shop's award-winning Chester cake (or donkey's gudge to locals). Hosted on Acast. See acast.com/privacy for more information.

A gorse fire offshore - how to get a fire crew there in a hurry? 4 generations , 2 shops , there has to be a book in the story of McSweeneys, those strange dreams we get - what do they mean? And much more Hosted on Acast. See acast.com/privacy for more information.

Long before I met the women of La Flor Farm, I met their gorgeous flowers. For the past three years, mom Michele and daughter Chantelle have supplied customers (like me) who shop at the Seattle Wholesale Growers Market with a breathtakingly beautiful selection of the highest quality flowers – from tulips in time for Valentine's […] The post Episode 727: A tour of La Flor Farm's dahlia fields, where four generations grow exquisite blooms for the Seattle Wholesale Growers Market and local florists appeared first on Slow Flowers Podcast with Debra Prinzing.

In this episode, we sit down with Grant and Elizabeth Talley — fourth-generation farmers from one of California's most respected agricultural families. From vineyards to vegetable fields to grass-fed beef, the Talley's are carrying forward a legacy that began in 1948 in the Arroyo Grande Valley. Hear how they're honoring family traditions, embracing innovation and educating the next generation — all while growing the food and wine that nourish California and beyond. This episode offers a heartfelt look into the life of a modern farming family.

What can we learn when women from four generations sit down and talk honestly?In this special episode of Anchor & Waves, Stacey and Jacque host a heartfelt panel with Kristin Vukovich, Claire Davis, and Hannah Grieve—representing Boomers, Gen X, Millennials, and Gen Z. Together, they share their unique hopes, fears, and experiences as women of faith navigating different seasons of life.You'll hear about how expectations for women have changed, what each generation admires about the others, and how Jesus remains the Anchor through it all. Whether you're 19 or 79, this inspiring conversation reminds us that we have more in common than we think—and we're stronger together.

The workplace has never been more generationally diverse. From Baby Boomers to Gen Z, four generations are now working side by side (and virtually). But what does that really mean for your team or business? Generational researcher, consultant, speaker, and podcast host Meghan Grace says it comes down to “toggle leadership” - the ability to flex your leadership style, communication, and motivation strategies based on who you're working with. A big part of Meghan's professional journey has centered around researching generations and founding the Institute for Generational Research and Education (IGRE) - a hub for training, insight, and thought leadership on generational dynamics. Meghan joined me on the Podcast: A Better HR Business, to talk about: Navigating the complexities of a four-generation workforce. Debunking generational myths that affect team dynamics. The value of customized generational training for organizations. Evolving work motivations and generational drivers. Tailoring communication for diverse generational preferences. Practicing “toggle leadership” to lead multigenerational teams. Maintaining authenticity in business and marketing. Embracing portfolio careers for flexibility and growth. And much more. In our conversation, Meghan shared practical tips for HR consultants, managers, and leaders on working with multigenerational teams, connecting with different age groups through authentic marketing, and using generational insights to improve business results. Website: www.institute4gens.org and www.meghanmgrace.com LinkedIn: www.linkedin.com/in/meghanmgrace For show notes and to see details of our previous guests, check out the podcast page here: www.GetMoreHRClients.com/Podcast    HR BUSINESS GROWTH RESOURCES Get the new book - Grow A Successful HR Business Your Way Consulting Services For HR Software And Consulting Firms: Consulting Services. VISIT GET MORE HR CLIENTS Want more clients for your HR-related consultancy or HR Tech business? Visit the Get More HR Clients website for articles, newsletters, podcasts, videos, resources, and more.

A Falun Dafa practitioner in China recounts how Dafa transformed her life and blessed her family. After struggling with poor health and financial hardship, she experienced a miraculous recovery after starting Falun Dafa. Her children and grandchildren have also benefited from the practice, with her youngest son becoming a successful businessman and her youngest daughter […]

Four Generations of Hunters

Thomas J. Dorsey liberated himself from enslavement and became one of the most sought-after caterers in Philadelphia. His son William Henry Dorsey was born a free Black man before the Civil War, and became an artist, collector and scrapbooker. Research: "Thomas J. Dorsey." Contemporary Black Biography, vol. 90, Gale, 2011. Gale In Context: U.S. History, link.gale.com/apps/doc/K1606005269/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=0c6af117. Accessed 2 Apr. 2025. 1838 Black Metropolis. “What Resistance looked like in 1838.” https://www.1838blackmetropolis.com/post/what-resistance-looked-like-in-1838 Aston Gonzalez (2019) William Dorsey and the construction of an African American history archive, Social Dynamics, 45:1, 138-155, DOI: 10.1080/02533952.2019.1589323 Berlin, Ira. "UNIVERSITY PRESSES; Scrapbooks of a Black Heritage." The New York Times Book Review, 22 Sept. 1991. Gale General OneFile, link.gale.com/apps/doc/A175323797/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=cdf57532. Accessed 2 Apr. 2025. Cashin, Sheryll. “The Agitator's Daughter: A Memoir of Four Generations of One Extraordinary African-American Family.” Public Affairs. 2008. Conrad, Sharron Wilkins. “Nineteenth-Century Philadelphia Caterer Thomas J. Dorsey.” American Visions. August/September 2000. Cromwell, J.W.C. “An Art Gallery and Museum, Not In the Guide Book.” New National Era, Washington D.C. 10/1/1874. https://www.loc.gov/resource/sn84026753/1874-10-01/ed-1/?sp=2&st=text&r=0.437,-0.008,0.25,0.231,0 Du Bois, W. E. B. “The Philadelphia Negro; A Social Study.” Philadelphia, Published for the University. 1899. https://archive.org/details/philadelphianegr00dubo/ Franqui, Leah. “Cultural Histories: Philadelphia’s Black Culinary Trailblazers and the Birth of Catering.” Solo Real Estate. https://www.solorealty.com/blog/cultural-histories-philadelphias-black-culinary-trailblazers-and-the-birth-of-catering/ Greenlee, Cynthia. “A Priceless Archive of Ordinary Life.” The Atlantic. 2/9/2021. https://www.theatlantic.com/culture/archive/2021/02/race-save-black-history-archives/617932/ Howard, Sherry. “Connecting with a 19th-century Black history & art collector.” Auction Finds. https://myauctionfinds.com/2021/04/01/connecting-with-a-19th-century-black-history-art-collector/ Lane, Roger. “Willam Dorsey’s Philadelphia and Ours.” Oxford University Press. 1991. “Seen and Heard in Many Places.” The Philadelphia Times. 10/19/1896. “Seen And Heard in Many Places.” The Philadelphia Times. 10/17/1896. Morehouse College. “Honoring a Forgotten Past: An Author’s Journey.” 2/15/2021. https://news.morehouse.edu/morehouse-faculty/honoring-a-forgotten-past-an-authors-journey Solomon, Tessa. “How Two African American Collectors Celebrated Black Artistry Amid the Civil War.” ArtNews. 4/7/2021. https://www.artnews.com/feature/who-are-william-henry-dorsey-edward-thomas-19th-century-collectors-1234587386/ Still, William. “The underground rail road. A record of facts, authentic narratives, letters, &c., narrating the hardships, hair-breadth escapes, and death struggles of the slaves in their efforts for freedom, as related by themselves and others, or witnessed by the author; together with sketches of some of the largest stockholders, and most liberal aiders and advisers, of the road.” Philadelphia, Porter & Coates. 1872. https://archive.org/details/undergroundrailr00stil Strimer, Steve. "Dorsey, Basil." Oxford African American Studies Center. May 31, 2013. Oxford University Press. Date of access 2 Apr. 2025, https://oxfordaasc-com.proxy.bostonathenaeum.org/view/10.1093/acref/9780195301731.001.0001/acref-9780195301731-e-38488 TerBush, James and Barbara Dreyfuss. “A Cape May Connection.” Cape May Magazine. Mid-summer 2021. https://www.capemaymag.com/feature/a-cape-may-connection/ The Evening Telegraph. “Caterers and Restaurateurs.” 3/30/1867. https://www.newspapers.com/image/78649823/ The Manuscript Society. “William Henry Dorsey: Preserving Black History.” 2/16/2021. https://manuscript.org/2021/02/william-henry-dorsey-preserviing-19th-century-life/ The Philadelphia Inquirer. 2/23/1875. Page 5. https://www.newspapers.com/image/168293006/ The Philadelphia Times. “William H. Dorsey’s African Museum.” 10/25/1896. https://www.newspapers.com/image/52857231/ See omnystudio.com/listener for privacy information.

A woman in Washington state stabs her adult daughter and her mother in a sudden, violent attack, while her granddaughter witnesses the horror. A Missouri man floors it on a highway to test a theory that cops won’t chase him if he goes over 100 miles per hour... guess how far it got him. And Nancy almost got swatted this week. Drew Nelson reports.See omnystudio.com/listener for privacy information.

Fred Cook kicks off a timely conversation on the future of public relations—through the lens of generational differences and shared experiences. The episode unpacks key insights from the USC Center for PR's 2025 Global Communication Report: Mind The Gap, which examines how four major forces—AI, hybrid work, media evolution, and polarization—are reshaping the industry and impacting the four generations working within it.Moderated by Barby K. Siegel, Global CEO of Zeno Group, the panel explores questions like:How do different generations view AI's role in the future of PR?What does true collaboration across age groups look like?How can organizations foster flexibility without sacrificing culture?How should communicators approach purpose-driven work amid growing polarization and risk aversion?Key Discussion Highlights:AI as a Tool, Not a Replacement: AI is seen as a career-enhancing tool that frees up time for creativity and strategic thinking — but panelists caution against using it as a crutch, emphasizing the need to maintain strong writing and critical thinking skills.Hybrid Work Expectations: Younger generations value autonomy and flexibility, with many willing to take pay cuts for remote options. But panelists stress that trust, clear expectations, and intentional relationship-building remain critical in hybrid settings.Media Consumption Gaps: Gen Z leans into social and influencer-driven media, while older generations still prioritize traditional outlets like The New York Times and CNN. The takeaway? Successful communicators must be media-fluid and audience-focused.The Purpose Divide: Younger employees (especially Gen Z) expect companies to take stands on social issues, even as overall industry willingness to engage has dropped sharply—from 89% in 2023 to 52% in 2025.Soft Skills Still Reign: From phone calls to peer reviews, interpersonal communication, empathy, and networking remain essential soft skills for all generations.Call for Collaboration: Panelists advocate for breaking down hierarchies by bringing younger professionals into leadership conversations early and often. Generational gaps should be "galvanized," not just "minded."Reports: 2025 Global Communication Report: https://annenberg.usc.edu/research/center-public-relations/global-communication-reportFeaturing:    •    Fred Cook (USC Annenberg Center for PR)    •    Kelly McGinnis (Levi Strauss & Co.)    •    Sona Iliffe-Moon (Yahoo)    •    Bill Imada (IW Group)    •    Kyndall L. Echols (fashion & brand communications consultant)Host: Fred Cook (@fredcook),Chairman Emeritus of Golin, Director of the USC Center for Public Relations,Author of Improvise: Unorthodox Career Advice from an Unlikely CEOExecutive Producer: Ron AntonetteProducers: Joe Carreon and Javiera ContrerasFollow us: @USCCenterforPR on X, Instagram, and FacebookSubscribe to our newsletter: News from the USC Center for Public RelationsLearn more: https://annenberg.usc.edu/research/center-public-relationsThis episode was recorded live at USC Annenberg. A production of the USC Annenberg Center for Public Relations at the University of Southern California.

Sadie's mom, grandma, and great-grandma join her to talk about the joys, struggles, and balance of being a good wife — and mom! Mamaw Jo shares how she met and fell in love with her husband, Papaw Shack; Korie and Sadie talk about the dynamics between husbands and mothers-in-law; and 2Mama shares why mutual respect is so important in a marriage. Then, the ladies answer some audience questions, such as: Can people really change? How can you best prepare for marriage or having your first child? And why does the comparison game never bring fulfillment and joy? No marriage or family is perfect or has everything together all the time. It's just not possible — we're all different, with unique skills, strengths, and challenges. This Episode of WHOA! That's Good is Sponsored By: https://liberty.edu/Sadie — Get your application fee WAIVED when you start your future with Liberty University today! https://sadiepens.com — Stock up on Mr. Pen Bible journaling supplies today! https://drinkag1.com/whoa — Get a FREE 1-month supply of AG Omega-3, plus their Welcome Kit and 5 AG1 travel packs with your first subscription! - Learn more about your ad choices. Visit megaphone.fm/adchoices

Mimi Kwa is an Australian television personality and descendant of a Chinese family with a rich history. Her book, House of Kwa, tells about four generations of this family. Show notes: Mimi Kwa (https://www.mimitv.com.au) House of Kwa (https://www.mimitv.com.au/books) The Dressmaker, Rosie Ham (https://rosalieham.com/the-dressmaker/) A Radical Awakening, Dr. Shefali (https://www.aradicalawakening.com) Learn more about Scrivener (https://www.literatureandlatte.com/scrivener/overview), and check out the ebook Take Control of Scrivener (https://www.literatureandlatte.com/store). If you like the podcast, please follow it on Apple Podcasts (https://podcasts.apple.com/us/podcast/write-now-with-scrivener/id1568550068) or your favorite podcast app. Leave a rating or review, and tell your friends. And check out past episodes of Write Now with Scrivener (https://podcast.scrivenerapp.com).

What do tiny houses have to do with your staff? A lot, as it turns out. Well, kind of. Host Stacy talks with International Foundation of Employee Benefit Plans VP of Talent, Andie Gebert, on her advice and insights for how employers can navigate communications, policies and more for employees spanning four, sometimes five generations, all with different sets of values.

Julia Chen shares about her complicated relationship with her mother and how that changed once she had a daughter.

This week on the Titans of Food Service podcast, Nick Portillo speaks with Daniel Neeley, Chief Operating Officer and Senior Vice President of Brown Food Service. Nestled in the heart of Kentucky, Brown Food Service is a venerable establishment with a rich lineage dating back to 1942, originally serving mining communities in Appalachia. Daniel shares the intricacies of managing a multi-generational family business, emphasizing the paramount importance of trust, transparency, and steadfast family values as the bedrock of their operations. Nick and Daniel discuss the challenges and innovations that have shaped the company's trajectory, particularly in the wake of evolving technological landscapes post-COVID-19. Daniel shares stories of resilience and adaptation in the food service sector, highlighting the significance of nurturing relationships while embracing modern advancements.TIMESTAMPS00:00 - Intro01:26 - Exploring Kentucky's Food Service Heritage08:51 - The Journey Back to Family Business13:59 - The Impact of COVID on Technology in the Food Distribution Industry25:13 - Exploring the Food Service IndustryRESOURCESPortillo SalesCONTACT Nick: nick.portillo@portillosales.com

Curator at at Te Uru gallery in Auckland James Gatt joins Emile Donovan to talk about the exhibition of photographs and videos by 41 women artists and collectives from Aotearoa and Australia, 

Sally Ann Barrett speaks to families in Galway who are without power for a week in the aftermath of Storm Éowyn.

This week we're sharing a favorite episode from the archives as we take a little holiday break from our regular podcast schedule. Production assistant Monica Haro selected this episode from December 2021 to reshare. Enjoy!Erica Fitch was 12 when her mom was diagnosed with breast cancer. Two decades later at 30, she was diagnosed with DCIS: stage 0, estrogen positive breast cancer when her own daughter was 2. She carries the BRCA2 mutation. Her story today is about growing up with intimate knowledge of illness and the parallels when you face it yourself. And how to write about deeply personal stories that have been sewn into the fabric of your identity. Erica reads her piece “Memories in Color: Four Generations” from Wildfire Magazine's 2020 “Family” issue, where she uses the structure of color to explore and write the hard stories in our lives. More about Erica: https://www.instagram.com/beeing_erica/More about color symbolism: https://www.writersdigest.com/prompts/the-color-of-ideas-color-associations-writing-promptGet the “Family” issue here: https://www.wildfirecommunity.org/shop/p/digital-body21Buy the Wildfire book Igniting the Fire Within: Stories of Healing, Hope & Humor, Inside Today's Young Breast Cancer Community: https://www.amazon.com/dp/B0BJVJ629F?ref_=pe_3052080_397514860Get the free Wildfire “Hot Flashes” email newsletter: https://www.wildfirecommunity.org/newsletter?rq=newsletterLearn about Wildfire writing workshops: https://www.wildfirecommunity.org/workshopsShop Wildfire merch & more: https://www.wildfirecommunity.org/shop*Free* Get Wildfire and The Burn freebies here: https://www.wildfirecommunity.org/freeMore about Wildfire Magazine: https://www.wildfirecommunity.orghttps://www.instagram.com/wildfire_bc_magazine/https://www.facebook.com/wildfirecommunityInformation on submitting your story for consideration to be published in Wildfire Magazine: https://www.wildfirecommunity.org/submissions

PJ talks to Sallyanne & Charlotte the latest of four generations to serve St Johns Ambulance Hosted on Acast. See acast.com/privacy for more information.

Stacey and Frankie Pugh, president and VP of Pugh's Tire in Greenville, North Carolina, are the embodiment of what happens when four generations commit to hard work, customer care, community involvement, and adapt to change. Their Grandpa George Pugh founded Pugh's Tire & Service Center in 1945 as a corner gas station known as George Pugh Shell Station, and in 1962 their father Sammy Pugh became the mastermind in expanding the tire and automotive service side of the business.Today, with five retail locations, the third- and fourth generations continue to grow the business the same way the founder did. Pugh's continues to thrive thanks to leadership and employees fueled by family spirit, a customer-first philosophy, and an unyielding commitment to quality.www.tirereview.com

David Rafanelli and his family own the A. Rafanelli Winery in the Dry Creek Valley of Sonoma County, California.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Leaders, intergenerational change is upon us, as it has always been. ---Pick up your copy of 12 Rules for Leaders: The Foundation of Intentional Leadership NOW on AMAZON!Check out the 2022 Leadership Lessons From the Great Books podcast reading list!---Subscribe to the Leadership Lessons From The Great Books Podcast: https://bit.ly/LLFTGBSubscribeCheck out HSCT Publishing at: https://www.hsctpublishing.com/.Check out LeadingKeys at: https://www.leadingkeys.com/Check out Leadership ToolBox at: https://leadershiptoolbox.us/Contact HSCT for more information at 1-833-216-8296 to schedule a full DEMO of LeadingKeys with one of our team members.---Leadership ToolBox website: https://leadershiptoolbox.us/.Leadership ToolBox LinkedIn: https://www.linkedin.com/company/ldrshptlbx/.Leadership ToolBox YouTube: https://www.youtube.com/@leadershiptoolbox/videosLeadership ToolBox Twitter: https://twitter.com/ldrshptlbx.Leadership ToolBox IG: https://www.instagram.com/leadershiptoolboxus/.Leadership ToolBox FB: https://www.facebook.com/LdrshpTlb

The odds of a family-owned business making it past the second generation are never really great. So, the fact that Oaklyn, NJ-based Nastasi's is currently a fourth-generation owned and operated independent retail store is simply miraculous.

Today's case is a complicated family history of drama and abuse of all kinds. We will discuss incest, rape, domestic abuse, murder and more. This family has so much generational violence it's nearly impossible to research one without finding the others. Listen to today's case to hear about the trauma caused by one family, The Weavers. Sources: https://en.wikipedia.org/wiki/Ward_Weaver_III https://www.corrections1.com/arrests-and-sentencing/articles/third-generation-killer-gets-life-in-prison-YjNqvsklfO5jNN3E/#:~:text=Francis%20Weaver's%20step%2Dgrandfather%2C%20Ward,his%20home%20in%20Oroville%2C%20California. https://www.oregonlive.com/oregon-city/2014/02/post_54.html https://www.oregonlive.com/oregon-city/2014/02/ward_weaver_iii_like_his_fathe.html https://www.tapatalk.com/groups/missing87975/exclusive-weaver-victim-speaks-out-t710.html https://allthatsinteresting.com/ward-weaver-iiihttps://www.oregonlive.com/oregon-city/2014/02/francis_weavers_father_grandfa.html#:~:text=Exhaustive%20DNA%20investigations%20during%20that,up%20calling%20him%20%22Dad.%22 https://www.wweek.com/portland/blog-25262-ward-weavers-daughter-acquitted-in-alleged-security-guard-attack.html Evil Kin S3 E9 --- Support this podcast: https://podcasters.spotify.com/pod/show/homicidehobbies/support

Pastor Steve Perez | February 27, 2024 The Fountain Apostolic Church Build Your Church (2024) Learn more at tfachurch.com/plus Sermon Notes: Genesis 24:35 Abraham - planted the seed of our spiritual family tree. He began chasing God's vision for him with nothing but a promise and a person-in the seed son, Isaac. Spiritual trailblazer (new lands, new wells, building herds, gold, etc.) Sent his servant Eleazer to get a wife for Isaac. Genesis 24:35 Every family / generation needs someone to get the ball rolling...trailblazers! Isaac - watered the tree of our spiritual family tree. When Abraham died, he not only received his dad's physical inheritance, but also the spiritual blessing of God's covenant with his dad. I believe Isaac got a second measure of blessing. Genesis 26:13 Abraham was great, but Isaac was VERY GREAT! Genesis 26:12 Jacob - grew the spiritual family tree (branched out). When Isaac was dying, he started thinking of Esau & Jacob, & he blessed Jacob Genesis 27:28-29 Jacob increased in wealth, got a word, worked hard, stayed loyal even though mistreated, focused on what he wanted, & under a special generational covenant blessing through Isaac. Genesis 27:27 Jacob had 12 sons between Rachel & Leah. Abraham: 1 son, Isaac: 2 sons, Jacob: 12 sons-increase of blessings! Joseph - The next generation would protect our spiritual family tree. Famine fell in the land, & Jacob had to move to Egypt to protect the family tree (time to stay, time to move). By the time Jacob's family left Egypt, they were 1.5 million, & carried the Egyptians' gold & silver out with them. Psalms 105:37 Fourth generations are unique: they tell if the legacy continues or dies. Moses, Joshua, elders... Judges 2:10 Christian, their tree is ours! Romans 11:18 Israel is the natural seed of Abraham & the Christians / church are a spiritual seed. Galatians 3:29 We are somehow in this with them...I want to know how to pass it in to my boys, grandkids, great-grandkids, etc. When God makes a covenant with a person or nation, He is a long-range/long-term planner/thinker. Four generations of Hebrew fathers prove the existence of generational blessing.

From humble beginnings during the Great Depression to becoming a multi-million dollar enterprise, Sprague Pest Solutions has overcome numerous challenges and embraced change. In today's episode, Allan and Eric welcome AJ Treleven. AJ is the Director of Operations at Sprague Pest Solutions and he shares the remarkable story of his family's generational growth in their family business.Topics Include:AJ's extensive experience and expertise in the pest control industry (1:45)Generational growth in family business (5:09)Embrace diversity within your organization(13:11)Quality control is a top priority (18:00)Importance of pest control compliance (21:00)Family business emphasizes stewardship (30:09)Industry growth allows for generational success (36:50)

Zibby interviews Lisa Belkin about Genealogy of a Murder, a multigenerational tale of three families whose paths collide one summer night in 1960 with the murder of a police officer. Lisa's in-depth research uncovers the intricate interplay of fate, decisions, and history spanning a century. She dives into a myriad of subtopics: motorcycling's popularity in the early 1900s, the concept of epigenetics, prison reform, and the impact of small life decisions. Finally, she hints at a future project and reflects on her past editorial roles.Purchase on Bookshop: https://bit.ly/3FgFfdAShare, rate, & review the podcast, and follow Zibby on Instagram @zibbyowens! Now there's more! Subscribe to Moms Don't Have Time to Read Books on Acast+ and get ad-free episodes. https://plus.acast.com/s/moms-dont-have-time-to-read-books. Hosted on Acast. See acast.com/privacy for more information.

On this episode of Our American Stories, seen through the eyes of four generations of a firefighter family, Five Floors Up tells the story of the modern New York City Fire Department. From the days just after the horse-drawn fire truck, to the devastation of the 1970s when the Bronx was Burning, to the unspeakable tragedy of 9/11, to the culture-busting department of today, a Feehan has worn the shoulder patch of the FDNY. Here's Five Floors Up author, Brian McDonald, with the story.  Support the show (https://www.ouramericanstories.com/donate)See omnystudio.com/listener for privacy information.

In the early 2000s, Afropop told the story of “Four Generations” in Congolese music—from rumba and rumba-rock to soukous and ndombolo. Now time has marched on, and once again, thrilling new sounds are emerging from Kinshasa and its global diaspora. We'll hear hyperkinetic roots-rock from Jupiter and Okwess, Fally Ipupa's embrace of the current Afrobeats trend, experimental innovations from Pierre Kwenders in Montreal, and more. We'll also speak with Congolese music connoisseur Lubangi Muniania for insights into the latest trends from one of Africa's greatest musical powerhouses. APWW #777

Congo has always played an oversized role in entertaining dance lovers on the continent and beyond with greats like Franco, Tabu Ley, Doctor Nico, Zaiko Langa Langa, Papa Wemba, Pepe Kalle, and others. We start in pre-independence Congo with the beloved "Papa" Wendo Kolossoy, the grandfather of rumba, as he talks with us at his home in Kinshasa. We talk to the man and listen in on a recording session. After sitting out most of the 3-decade Mobutu era, Wendo put together a band of veterans with stories to tell, and sweet melodies and rhythms to share. We also talk with the legendary singer and composer Simaro Lutumba who sat at the right hand of Franco. We catch Simaro rehearsing his band, Bana OK. We also check in with dueling superstars Werrason and JB Mpiana. APWW #389

Mother and daughter Alice Randall and Caroline Randall Williams tell us what studying the cooking of four generations of women in their family has taught them about the origins of soul food. Plus, we speak with international bagel consultant Beth George; Dan Pashman explores cold-weather cocktails; and we make pesto out of lemon zest, not basil. (Originally aired on February 19th, 2021.)Get this week's recipe for Spaghetti with Lemon Pesto here.We want to hear your culinary tips! Share your cooking hacks, secret ingredients or unexpected techniques with us for a chance to hear yourself on Milk Street Radio! Here's how: https://www.177milkstreet.com/radiotipsListen to Milk Street Radio on: Apple Podcasts | Stitcher | Spotify. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/milk and get on your way to being your best self.To get started with your private investing journey, head to www.linqto.com/milkstreet and create your account. Hosted on Acast. See acast.com/privacy for more information.