Podcasts about practical estate planning

Today's episode is all about relationships, and how putting people first and valuing connection helps us build a conscious legacy in our families and in our work. Our guest, Peter Johnson, is a long time financial and estate planner, the co-founder of Family Nature Retreats, and the author of The Little Book of Family Treasure. He joins us to share how the principles of Connection 1st have influenced his work, helping him to heal families and build loving legacies that last.“We're all ancestors in training, meaning, we're all either leaving a conscious legacy or we're leaving a shadow legacy.”We discuss how our legacy is our culture, the wake that we leave behind our boat, and how the wellbeing of our family culture is so influential on the wellbeing of the individual that it's indistinguishable. Peter shares about the power of nature connection to put us into a peaceful state of being, which enables us to successfully navigate the difficult conversations that come up in families around legacy. Most of all, you will feel the loving kindness that emanates from Peter and informs all of his work with people, and be moved and inspired by what it is possible to heal when we come together from that place of love.“Money comes and goes, but the relationships and the skills and the knowledge, and the wisdom, and the desire to be of service to others, these are the things that really drive human behavior and determine outcomes.”The Little Book of Family TreasureWhat if the greatest threat to your family's legacy isn't poor investments or estate taxes, but the invisible walls that keep family members from truly connecting? Learn more about Peter's book here.Family Nature RetreatsFamily Nature Retreats rekindles the magic of life and connection for families seeking to create sustainable legacies and design purposeful estate plans. We assist client families in discovering and realizing their highest aspirations and potential — together — by combining facilitated conversations led by world-class, inter-disciplinary teams with proven healing nature connection practices.Estate PlanningIf you are interested in working with Peter and his team for your own family, visit https://pwjohnson.com/ to learn more.About Peter W. JohnsonFor over 25 years, Peter has served individuals and families with their wealth and financial planning needs. His own experiences with his family of origin fuel his commitment to family peacemaking, mentoring and connection. Peter's deep respect and passion for nature connection and awareness, as well as other transformative practices, has led to the creation of Family Nature Retreats℠, which creatively combine proven, multi-disciplinary practices in a uniquely rich, integrated program. Peter has been an active leader in the development of Collaborative Practice Trusts & Estates since it began in 2012, and his writing has been featured in The Wall Street Journal, The Journal of Practical Estate Planning, The Journal of Financial Planning, and Black Enterprise.Visit https://www.livingconnection1st.net/ to learn more about our work.

Courtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this revisited episode, Courtney joins us  to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat about grit, teachable money moments, and dealing with your own money issues.   IN THIS EPISODE: [01:50] When are kids ready to hear about how much money is in your family?   [04:20] You need to be intentional when it comes to talking about money.  [09:30] How wealth can hinder the process of instilling values to your children.  [12:30] We need to not deprive our children of the opportunity to earn.  [21:20] An example of how Courtney promotes grit into his children.    KEY TAKEAWAYS: You need to teach your kids financial literacy from a young age; the sooner, the better!  Let your kids make money mistakes; anything can be a great teachable moment. Define the purpose of your wealth; that way, you can pass on the proper values in your children.  Parents need to deal with their own money issues before teaching their children about money.  LINKS MENTIONED: Website www.PullenConsulting.com   LinkedIn https://www.linkedin.com/in/courtney-pullen-54a1035/ BIO: Courtney Pullen M.A. is the President of the Pullen Consulting Group.  He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication, and team building.   Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983.  He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver.  Courtney also spent 17 years as a Senior Consultant with Conversant Solutions, a Communication and Collaboration Consulting firm to Fortune 100 Companies.    Courtney has lectured frequently, conducted numerous workshops, and been published in the areas of individual and organizational change, behavioral finance, communication, and family wealth dynamics.  He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.  He also holds Fellow status in the Purposeful Planning Institute and is a graduate of the Newfield coaching program.    He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents' Organization (YPO), as well as estate planning symposiums and family foundation conferences.   His primary focus is as a consultant to financial services firms and affluent families.  He is the author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.  He is also on CPWA faculty at the University of Chicago Booth School of Business.

1. Love and MoneyKim emphasizes that money is not inherently evil, despite the baggage and negative stories people may have around it due to lack of conversation and openness about it in their childhood and family settings.Kim emphasizes that money is not inherently evil, but rather greed is the problem. She also notes that money reveals more of who you already are, which is important for listeners to understand because it can make everything else seem easier in the conversation.2. Self-Concept and ResponsibilityKim Curtis mentions that her mother's priority for her children was to ensure they received an education, as it was something that could never be taken away, which was important to her because it was something that had happened to her mother.3. Money and Natural Money LawKim Curtis emphasized that money is looking for you and it's important to bring this idea to the world, which was discussed as a paradigm shift in the green room. She also mentioned her interest in this topic and encouraged everyone to let this idea land.Kim Curtis explains that there are two laws of money, the human-made laws which are linear and goal-oriented, and the other law which is finding the money that is looking for you, which she had to uncover starting with a red ticket and the gift of love.Who is Kim Curtis?Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW as well as the Wall Street Journal.How to Connect with Kim?Web: www.wealthlegacyinstitute.com/FB: www.facebook.com/WealthLegacyInstituteIG: www.instagram.com/happinessdoesntretire/LinkedIn: www.linkedin.com/in/kimberlylcurtisYouTube: www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwTwitter: https://twitter.com/KimCurtisLegacy----------------How to Connect with Dr. Vic?beacons.ai/drvicmanzoIf you are ready to elevate your business, mindset, consciousness level, and overall life experience, let's chat!www.CallWithDrVic.com Hosted on Acast. See acast.com/privacy for more information.

Here's what to expect on the podcast:Why is a mindset around money important?How can a lack of wealth consciousness impact one's financial situation?What role does gratitude play in making money find you?What are the two laws of money?And much more! About Kim:Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award.She has been profiled in several publications, including the Wall Street Journal. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Connect with Kim Curtis!Website: https://www.wealthlegacyinstitute.com/Facebook: https://www.facebook.com/WealthLegacyInstituteInstagram: https://www.instagram.com/happinessdoesntretire/Twitter: https://twitter.com/WLILegacy | https://twitter.com/KimCurtisLegacyLinkedIn: https://www.linkedin.com/in/kimberlylcurtis/YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwTo get The Aging Parent Checklist, go to https://financialliteracypress.com/. Connect with Candice Snyder!Website: https://hairhealthvitality.com/passion-purpose-and-possibilities/Facebook: https://www.facebook.com/candice.snyderInstagram: https://www.instagram.com/candicesny17/LinkedIn: https://www.linkedin.com/in/candicesnyder/ICAN Institute: https://vl729.isrefer.com/go/mindandbody/PassionPurpose22/

Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in several publications, including the Wall Street Journal. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. STAY CONNECTED: Website: https://www.podcastconnections.co/ LinkedIn: www.linkedin.com/in/noemiberes/ Facebook: www.facebook.com/noemi.beres Email: noemi@podcastconnections.co Twitter: twitter.com/noemiberes ________________________________________________________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don't forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE riseupforyou.com/coaching

Emily & Amanda get into the practical side of estate planning. We know most Americans don't have their affairs in order, but where can you start? They discuss easy and practical steps you can take today to begin the process. Listener question! In this episode we answer: "How much life insurance do I need?"   www.connectingthedollars.com

Here are the things to expect in the episode:How can you get smarter about money?Why is financial planning important?What are the things you should consider before investing?How does money function in your life?And much more! About Kim:Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute.Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in several publications, including the Wall Street Journal.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Connect with Kim Curtis!Website: https://www.wealthlegacyinstitute.com/Facebook: https://www.facebook.com/WealthLegacyInstituteInstagram: https://www.instagram.com/happinessdoesntretire/Twitter: https://twitter.com/WLILegacyLinkedIn: https://www.linkedin.com/company/wealth-legacy-institute-inc-/YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw Connect with Kamie Lehmann!Website: https://www.kamielehmann.com/Facebook: https://www.facebook.com/kamie.lehmann.1Instagram: https://www.instagram.com/shesinvinciblepodcast/LinkedIn: https://www.linkedin.com/in/kamie-lehmann-04683473National Domestic Violence Hotline: https://www.thehotline.org/Learn more about how to minimize the emotional side effects of cancer: https://adventurefound.org/

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, Century Link, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal.www.wealthlegacyinstitute.comSocial links:https://www.facebook.com/WealthLegacyInstitutehttps://www.instagram.com/happinessdoesntretire/www.linkedin.com/in/kimberlylcurtiswww.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwhttps://twitter.com/WLILegacyhttps://twitter.com/KimCurtisLegacy Hosted on Acast. See acast.com/privacy for more information.

Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. As a woman, how did you become an owner/leader of a wealth management firm? What are the key messages in your book called, "Money Secrets: Keys to Smart Investing and Retirement Secrets"? If you are looking for someone to manage your money, what are some of the key questions to ask? What are some of the retirement money secrets? When combining money management and retirement, what are some of the questions to ask? What is important when you want to make money and have the lifestyle you want? You say there are two laws of money: The human and the natural? What does that mean? Kim Curtis Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Kim's groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in several publications including the Wall Street Journal. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Excellent Executive Coaching Podcast If you have enjoyed this episode, subscribe to our podcast on iTunes. We would love for you to leave a review. The EEC podcasts are sponsored by MKB Excellent Executive Coaching that helps you get from where you are to where you want to be with customized leadership and coaching development programs. MKB Excellent Executive Coaching offers leadership development programs to generate action, learning, and change that is aligned with your authentic self and values. Transform your dreams into reality and invest in yourself by scheduling a discovery session with Dr. Katrina Burrus, MCC to reach your goals. Your host is Dr. Katrina Burrus, MCC, founder and general manager of www.mkbconseil.ch a company specialized in leadership development and executive coaching.

Connie's motivational quote for today is by – Dave Ramsey, “Money is 80% behavior, 20% head knowledge.  It's what you do, not what you know.” I love the 80/20 rule.  It is true for many aspects of our personal and professional lives.  So of course, the 80/20 rule is true for money habits too?   We all know you can't save and spend money at the same time.  That's an example of knowledge, right?  Yet, how hard is it to save when we or our families need things?  For example, the car needs to be fixed or you need to buy a new car and have a car payment again.  A car is not a luxury after all. Money seems to slip away easily, especially if we don't have a financial plan in place.    YouTube: https://youtu.be/056gRrh8CZY   About Kim Curtis:  Kim is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets.  She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award.  She has been profiled in several publications, including the Wall Street Journal. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.   How to Get in Touch With Kim Curtis:  Website:  https://www.wealthlegacyinstitute.com/  Email:   kcurtis@wealthlegacyinstitute.com Free Gifts: https://financialliteracypress.com/    Stalk me online! LinkTree: https://linktr.ee/conniewhitman Download Free Communication Style Assessment: https://www.changingthesalesgame.com/communication-style-assessment  All-Star Community:  https://changingthesalesgame.mykajabi.com/All-Star-Community   Subscribe and listen to the Changing the Sales Game Podcast on your favorite podcast streaming service or on YouTube.  New episodes post every week - listen to Connie dive into new sales and business topics or problems you may have in your business.

We all have a relationship with money, but whether that's a good relationship is another matter. How can we get more comfortable with our finances? How can we change the way we think about money? We spoke with Kim Curtis, a wealth management advisor, about where our relationship with money stems from... and how to give it an update for the better. Kim Curtis is a nationally recognized wealth management advisor, speaker, president, and CEO of Wealth Legacy Institute. She is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press, and Retirement Secrets. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal.Read more at petite2queen.com/relationship-with-money-insideSupport the show

In today's episode, I speak with Kim Curtis. She shares powerful stories about how money has impacted her life and the pivotal moment when she started to believe that she was capable of more, much more. Kim Curtis is the President and CEO of The Wealth Legacy Institute, a personal finance expert, author, and speaker. Kim is a nationally recognized Wealth Management advisor and winner of the Editor's Choice Award for her groundbreaking work in developing a highly personal client-centric planning model recognized in the Journal of Practical Estate Planning.   Kim believes that money needs you. It needs your ideas, vision, and purpose, to turn it into something. Otherwise, it is nothing! To her, having managed wealth means having peace of mind that could bring endless possibilities not only in your career but in life too. Tune in to learn more about Kim's unique approach to financial planning. Listen to the inspirational path that she carved out in the financial industry, and hear her tweetable moments! She is a delight!  Guest Bio: Kim is a nationally recognized Wealth Management Advisor and the President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award.  She is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She has been profiled in several publications, including the Wall Street Journal.  Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.  Email: kcurtis@wealthlegacyinstitute.com LinkedIn: www.linkedin.com/in/kimberlylcurtis Website: https://www.wealthlegacyinstitute.com/  Facebook: https://www.facebook.com/WealthLegacyInstitute                   www.facebook.com/curtisgehl  Instagram: https://www.instagram.com/happinessdoesntretire/ Youtube: www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw  Twitter: https://twitter.com/WLILegacy               https://twitter.com/KimCurtisLegacy Belinda's Bio:  Belinda Pruyne is a sought-after Leadership Advisor, Coach, Consultant, and Keynote speaker. She is a leading authority in guiding global executives, professionals, and small business owners to become today's highly respected leaders. She gained a wealth of expertise in the client services industry as Executive Vice President, Global Director of Creative Management at Grey Advertising, managing 500 people around the globe. With over 25+ years of leadership development experience, she brings industry-wide recognition to the executives and companies she works with. Whether a startup, turnaround, acquisition or global corporation, executives and companies continue to turn to Pruyne for strategic and impactful solutions in a rapidly shifting economy and marketplace.  Website: Belindapruyne.com Email Address: hello@belindapruyne.com LinkedIn: https://www.linkedin.com/in/belindapruyne  Facebook: https://www.facebook.com/NotableLeadersNetwork.BelindaPruyne/  Twitter: https://twitter.com/belindapruyne?lang=en  Instagram: https://www.instagram.com/belindapruyne/ 

Money makes the world go around and also can make us crazy. Kim Curtis help me to get some sanity around this important issue. Here is Kim's website: www.wealthlegacyinstitute.com Kim is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, Century Link, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal. During her free time, you can find her sailing, skiing, or golfing in the beautiful Rocky Mountains, or her favorite guilty pleasure, reading People Magazine. --- Support this podcast: https://anchor.fm/dennis-tardan/support

Kim is a nationally recognized wealth management advisor, author, and speaker, sharing her retirement secrets and how to make your money work so you can create the life you want to live! But before Kim became and expert, she was TERRIBLE with money!  For a lot of women, thinking about life after retirement can feel overwhelming, others fear it and some don't even think about it until they are in it. Kim's mission is to get women comfortable with their money situation, so they can focus on creating their lives and living on purpose.  As President and CEO of Wealth Legacy Institute and bestselling author of Money Secrets: Keys to Smart Investing, Kim's groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Tune in to hear OWL about how YOUR story impacts your relationship with money, how to shift to the right mindset and the money formula that works every time! Kim shares her own personal story of money mis-management, and reminds us that it's never too late to start taking control (systems and discipline) of your financial life so that money becomes a tool to support your dreams and purpose in the next chapter of your life! Connect with Kim on LinkedIn - https://www.linkedin.com/in/kimberlylcurtis/

Kim Curtis is the President and CEO of Wealth Legacy Institute, a wealth management firm founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are the key to ultimate success. Kim is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy, & Free. A nationally-recognized wealth management advisor, Kim received the Editor's Choice Award from the Journal of Practical Estate Planning for her work in developing a highly personal, client-centered planning model. Kim joins me today to discuss changing our relationship with money and the importance of paying it forward. She shares her ideas on diversity and inclusivity and her principles of success. She describes how an act of kindness from another person changed her life and relationship with money. She also highlights why we need to change social constructs around money and underscores the value of using money to change the world for the better. “Money needs you—it's looking for you. It needs your vision, your ideas, and how you're going to change the world for the better. Money means nothing if you don't put your ideas into it.” - Kim Curtis This week on Mastering Overwhelm: Kim's beginnings in wealth management and her journey to becoming the CEO of the Wealth Legacy Institute How committing to the client's interest first contributed to the Wealth Legacy Institute's success The relationship between money and living your life The two laws of money “Lollipop moments” and how an act of kindness created a powerful ripple effect in Kim's life Why Kim brings people of different backgrounds into her company Adjusting as a leader to working with people who are different from you Changing the construct of money and Kim's vision for Wealth Legacy Institute's future Connect with Kim Curtis: Wealth Legacy Institute Book: Money Secrets: Keys to Smart Investing Book: Retirement Secrets: Keys to Retiring Happy, Healthy, & Free Wealth Legacy Institute on LinkedIn Wealth Legacy Institute on Facebook Wealth Legacy Institute on Twitter Kim Curtis on LinkedIn Kim Curtis on Facebook Kim Curtis on Twitter Kim Curtis on YouTube Mastering Overwhelm - Set Yourself Free to Enjoy Your Success Thanks for tuning into this week's episode of the Mastering Overwhelm Podcast. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | Amazon Music | iHeart | Deezer Be sure to share your favorite episodes on social media to help me reach more listeners, like you. Join me on Facebook, Twitter, YouTube, and LinkedIn. For more exclusive content and information, visit our website.See omnystudio.com/listener for privacy information.

Here are the things to expect in the episode:What is a holistic approach to finance?How can you improve your relationship with money?Why should parents teach their children the value of money?What are the 2 laws of money?And much more!About Kim: Kim Curtis is a bestselling author of Money Secrets and Retirement Secrets and a nationally recognized wealth management advisor and speaker. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute.Kim's groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in several publications, including the Wall Street Journal.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.Connect with Kim Curtis!Website: https://www.wealthlegacyinstitute.com/Facebook: https://www.facebook.com/WealthLegacyInstitute   |   https://www.facebook.com/curtisgehlInstagram: https://www.instagram.com/happinessdoesntretire/?hl=enLinkedIn: https://www.linkedin.com/in/kimberlylcurtis/Twitter: https://twitter.com/WLILegacy   |   https://twitter.com/KimCurtisLegacyYouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwConnect with  Anne Zuckerman!Websites: https://justwantedtoask.com/Bezi Woman:  https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525Facebook: https://www.facebook.com/bezibradiscsInstagram: https://www.instagram.com/beziwoman/

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, Century Link, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal.www.wealthlegacyinstitute.comSocial links:https://www.facebook.com/WealthLegacyInstitutehttps://www.instagram.com/happinessdoesntretire/www.linkedin.com/in/kimberlylcurtiswww.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwhttps://twitter.com/WLILegacyhttps://twitter.com/KimCurtisLegacy Hosted on Acast. See acast.com/privacy for more information.

Kim Curtis is a nationally recognized wealth management advisor and speaker.After Kim's parents got divorced, Kim's mom was left in a tough situation which necessitated that Kim got subsidized school lunches. Imagine the shame of being a young girl having to slip the cafeteria aid the red ticket which indicated that her family didn't have the money.We talk about how she went from this, to then getting student loans for law school, and promptly defaulted on them. Of course, her upbringing would lead her to not know how to manage her money. She was checked out, overwhelmed, and didn't know what to do.But miraculously, an anonymous donor paid a $1000 payment on her loan account, and that was the sign that Kim needed. Her gift made Kim stop and realize the untrue story she had been telling herself—that money was scarce, and she didn't deserve it.Thanks to that gift, Kim became conscious of her internal money talk and began to take her desire for money and the anxiety that surrounded it more seriously. Slowly, she began to believe in her ability to earn and manage money, and, in the process, the fear, anxiety, inaction, blame, and guilt she had around money slowly evaporated. She realized that she was being supported and endeavored to get right with her life and her money story. She first went to law school, then moved into the world of financial planning.She then had an epiphany moment where she saw that many in this industry are just 'sales people' for the products they are selling instead of being a fiduciary for the clients they are helping. That disconnect lead her to quit her job and then start her own firm.We talk about money being connected to lifestyle and impact. We also talk about her journey and how she got into alignment after feeling so disconnect with the work.Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience-.Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal.Get in touch with Kim Curtis to learn how you can live the retirement life that you imagine >> https://www.wealthlegacyinstitute.com/FREE Gift: Retirement Secrets WorkbookThis 90+ page workbook will help you create a plan to live a happier, healthier, and more purposeful life in retirement>> https://financialliteracypress.com Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing'. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning. They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement. They also discuss ‘The Law of 72' and having a healthy relationship with money among many other topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kim Curtis Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Click on the following links to get offers Retirement Secrets: Keys to Retiring Happy, Healthy & Free Money Secrets: Keys to Smart Investing Aging Parents Checklist   Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to Episode 227 of Building My Legacy.In this podcast we talk with bestselling author and wealth management advisor Kim Curtis who is the president and CEO of Wealth Legacy Institute. Kim shares with us how she rewrote her own financial story in a different way and then set out to become that story. We also learn the biggest mistakes people make in money management. “How you do money is how you do life,” Kim explains, as she tells us why you can have all the money in the world and still have a failed retirement because “no amount of money can create an extraordinary life.”So if you want to know:– The three financial pillars of success– How mindset is the primary obstacle to long-term success– Why you need a financial plan before you start to invest– How to determine if your financial planner is a fiduciary and why this is so important– Why managing yourself and your money is easier when you're “in the flow”About Kim CurtisKim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and, her latest book, Retirement Secrets: Keys to Retiring Happy, Healthy & Free.” A nationally recognized wealth management advisor, Kim developed a highly personal client-centric planning model that won the Editor's Choice Award from the Journal of Practical Estate Planning. Kim is offering two free gifts to Building My Legacy listeners. To help you shift from saving for retirement to living in it, get her practical retirement planning workbook at financialliteracypress.com. And those of you caring for an aging parent will want to go to agingparentchecklist.com for a helpful checklist that Kim and her sister put together after their mother's recent death. More information on Kim, her company and her books is available at www.WealthLegacyInstitute.comAbout Lois Sonstegard, PhDWorking with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:https://build2morrow.com/Thanks for Tuning In!Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.Don't forget to subscribe to the show on iTunes to get automatic episode updates.And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show, and I make it a point to read every single one of the reviews we get.Please leave a review right now. Thanks for listening!Building My Legacyhttps://businessinnovatorsradio.com/building-my-legacy/Source: https://businessinnovatorsradio.com/episode-227-kim-curtis-shares-her-secrets-for-smart-investing-and-retirement-planning-with-lois-sonstegardphd

Welcome to Episode 227 of Building My Legacy.In this podcast we talk with bestselling author and wealth management advisor Kim Curtis who is the president and CEO of Wealth Legacy Institute. Kim shares with us how she rewrote her own financial story in a different way and then set out to become that story. We also learn the biggest mistakes people make in money management. “How you do money is how you do life,” Kim explains, as she tells us why you can have all the money in the world and still have a failed retirement because “no amount of money can create an extraordinary life.”So if you want to know:– The three financial pillars of success– How mindset is the primary obstacle to long-term success– Why you need a financial plan before you start to invest– How to determine if your financial planner is a fiduciary and why this is so important– Why managing yourself and your money is easier when you're “in the flow”About Kim CurtisKim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and, her latest book, Retirement Secrets: Keys to Retiring Happy, Healthy & Free.” A nationally recognized wealth management advisor, Kim developed a highly personal client-centric planning model that won the Editor's Choice Award from the Journal of Practical Estate Planning. Kim is offering two free gifts to Building My Legacy listeners. To help you shift from saving for retirement to living in it, get her practical retirement planning workbook at financialliteracypress.com. And those of you caring for an aging parent will want to go to agingparentchecklist.com for a helpful checklist that Kim and her sister put together after their mother's recent death. More information on Kim, her company and her books is available at www.WealthLegacyInstitute.comAbout Lois Sonstegard, PhDWorking with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:https://build2morrow.com/Thanks for Tuning In!Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.Don't forget to subscribe to the show on iTunes to get automatic episode updates.And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show, and I make it a point to read every single one of the reviews we get.Please leave a review right now. Thanks for listening!Building My Legacyhttps://businessinnovatorsradio.com/building-my-legacy/Source: https://businessinnovatorsradio.com/episode-227-kim-curtis-shares-her-secrets-for-smart-investing-and-retirement-planning-with-lois-sonstegardphd

Today's guests: Kim CurtisKim Curtis is a bestselling author of Money Secrets and Retirement Secrets. She is a nationallyrecognized wealth management advisor and President and CEO of Wealth Legacy Institute. Ms Curtis'groundbreaking work in developing a highly personal client-centric planning model was recognized in theJournal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in severalpublications including the Wall Street Journal. Kim has attained numerous professional designations andbeen recognized by the financial planning industry as having achieved the highest level of competenceand expertise. Kim can be reached at WealthLegacyInstitute.comOn this episode:Amber is joined by entrepreneur & financial advisor Kim Curtis for a discussion on early struggles, what makes a healthy money mindset, and the moment you decide to believe in yourself. Tweetable Quotes:"Part of growing as an entrepreneur includes building a team you have faith in." -Amber Fuhriman"Every journey to success you hear about will have several mistakes and course corrections along the way." -Kim Curtis"Money needs you. The money becomes powerful when it's coupled with your ideas and your values." -Kim Curtis"When you hear someone say they can't afford it... they are saying they don't see the value in what you're offering." -Amber FuhrimanKim Curtis:https://www.facebook.com/WealthLegacyInstitutehttps://www.instagram.com/happinessdoesntretirehttps://www.facebook.com/curtisgehlhttps://www.linkedin.com/in/kimberlylcurtishttps://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwhttps://twitter.com/KimCurtisLegacyIf you are interested in connecting with Amber, send an email to amber@amberfuhriman.com.Connect with other incredible people looking to break out of the corporate mindset by joining the More Than Corporate Facebook group: http://bit.ly/2MuWn53Checkout Amber's Speaker Reel: https://www.youtube.com/watch?v=vPj5OBvjrr0Schedule a connection call with Amber: https://calendly.com/amberfuhriman/connection-call?month=2021-05 See acast.com/privacy for privacy and opt-out information.

In this episode we are chatting with nationally recognized wealth management advisor, author, and speaker, Kim Curtis about retirement and how to make our money work to create the life we want to live. For a lot of women, thinking about life after retirement can feel overwhelming, others fear it and some don't even think about it until they are in it. Kim's mission is to get women comfortable with their money situation so they can focus on creating their lives and living on purpose. In this discussion we explore how your  story impacts your relationship with money, the right mindset and the money formula. Kim reminds us that it's never too late to start taking control (systems and discipline) of your financial life so that money becomes a  tool to support your dreams and purpose in the next chapter of your life.  More about Kim:   Kim Curtis is a nationally recognized wealth management advisor, speaker and is a bestselling author of Money Secrets: Keys to Smart Investing . As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.   Speaker Website: https://kimcurtisspeaker.com/   Wealth Legacy Institute: https://www.wealthlegacyinstitute.com/people/kimberly-l-curtis-cfp-chfc-clu-cap-aep-msfs/   Books: https://kimcurtisspeaker.com/retirement-secrets-book-retire-happy-healthy-free/   Free 2022 Essential Retirement Guide: https://www.wealthlegacyinstitute.com/resources/essential-retirement-guide/?hsCtaTracking=21ae5551-f12d-46d7-be6a-cbc3313a06a1%7Cb59327e6-33b4-45c9-9901-73e3f3379e23

Courtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this episode, Courtney joins us  to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat about grit, teachable money moments, and dealing with your own money issues.   IN THIS EPISODE:   [01:50] When are kids ready to hear about how much money is in your family?   [04:20] You need to be intentional when it comes to talking about money.  [09:30] How wealth can hinder the process of instilling values to your children.  [12:30] We need to not deprive our children of the opportunity to earn.  [21:20] An example of how Courtney promotes grit into his children.    KEY TAKEAWAYS:   You need to teach your kids financial literacy from a young age; the sooner, the better!  Let your kids make money mistakes; anything can be a great teachable moment. Define the purpose of your wealth; that way, you can pass on the proper values in your children.  Parents need to deal with their own money issues before teaching their children about money.      LINKS MENTIONED:   Website www.PullenConsulting.com   LinkedIn https://www.linkedin.com/in/courtney-pullen-54a1035/   https://oconnorpg.com/podcasts/financial-literacy-arming-the-next-generation-with-courtney-pullen   BIO:   Courtney Pullen M.A. is the President of the Pullen Consulting Group.  He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication, and team building.   Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983.  He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver.  Courtney also spent 17 years as a Senior Consultant with Conversant Solutions, a Communication and Collaboration Consulting firm to Fortune 100 Companies.    Courtney has lectured frequently, conducted numerous workshops, and been published in the areas of individual and organizational change, behavioral finance, communication, and family wealth dynamics.  He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.  He also holds Fellow status in the Purposeful Planning Institute and is a graduate of the Newfield coaching program.    He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents' Organization (YPO), as well as estate planning symposiums and family foundation conferences.   His primary focus is as a consultant to financial services firms and affluent families.  He is the author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.  He is also on CPWA faculty at the University of Chicago Booth School of Business.

You'll Learn:  Why having a “family-run business” versus a “family-in business” is so important.   Controls vs. roles: Understanding the difference when it comes to family, shareholders and employees when the business is held in trust.  The huge impacts of changing what to why when making decisions.   The intricacies of creating a trust in perpetuity for the family business.  What does it mean to have a GOAL Standard for a trust?   Purposeful naming of trusts; and how it can reshape the trajectory for generations to come   This week's guests include:   John “John A” Warnick  Founder of the Purposeful Planning Institute*, Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Legacies Handbook   John A. Warnick, who family, friends and clients know as “John A”, describes himself as a “recovering tax attorney.”  After practicing for thirty years as a tax and legal advisor to wealthy families, he left the large law firm he was a partner in to pursue his passion of assisting clients transition their wealth more purposefully.  He works with clients, and their team of advisors, to ensure that the impact of their technical planning will be a positive force in the lives of the rising generations of their family.  His blog, Seedlings, provides suggestions on powerful but easy ways in which we can create non-financial legacies for our families and communities.  John A has been on what he describes as the path to Purposeful Planning Mastery for almost twenty years.  There are many technical and professional mentors he is indebted to.  But he is quick to point out “my greatest teachers have been my clients.  It is through them I discovered the secrets for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.”   Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel.  He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils.  His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and  "Selecting a Trust Situs in the 21st Century".  Mr. Warnick received a B.A., Magna Cum Laude, from Brigham Young University and his JD from George Washington University with honors.  Raymond Odom  Senior Vice President, Director of Wealth Transfer Services, Northern Trust*  Raymond C. Odom is a Senior Vice President at Northern Trust - Chicago. He serves as Director of Wealth Transfer Services in the Wealth Management division. Ray serves as a national subject matter expert in wealth transfer planning. Ray works with The Northern Trust Foundation & Institutional Advisers and other Northern partners and their clients to provide valuable estate planning and charitable giving ideas to clients, prospects and professional advisers.  Prior to his current role, Ray served as a Trust Administrator and Wealth Strategist, responsible for the administration and solicitation of large, complex accounts for individuals, families and charitable entities.  Ray began his career with Northern Trust as tax counsel developing expertise in tax exempt organizations, fiduciary income tax, and estate/gift tax before leaving for private law practice to become a partner in the Chicago estate planning law firm of Hoogendoorn & Talbot. Prior to rejoining Northern Trust in 2000, Ray was a Vice President with NBD Bank (n/k/a J P Morgan Chase) where he served as relationship manager, trust officer and local trust counsel. Ray has a B.A. from Valparaiso University and a J.D. from The Ohio State - Moritz College of Law. He is an attorney licensed to practice law in Illinois and before the U.S. Tax Court. In addition, Ray is a Certified Financial Planner (CFP). Ray is a Fellow in the American College of Trust and Estate Counsel (ACTEC). He is a current member of the Chicago Estate Planning Council and is on the advisory council for the Hadley (f/k/a Hadley Institute for the Blind and Visually Impaired) Winnetka, Illinois and the Northern Illinois Food Bank in Geneva, Illinois.  The oldest of 10 children growing up in a family construction business, married 40 years to the mother of his 7 children and 11 grandchildren. Ray is personally familiar with many of the family dynamics behind inter-generational wealth transfer and business succession planning.  ----- Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  CRN-3405779-011421   *Not affiliated with Lincoln Financial Advisors Corp.   The content presented is for informational and educational purposes.  The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.   Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

What you will learn:    This week's episode is one you won't want to miss. I have asked Courtney Pullen to join us and work with me and my parents, Marty and Maureen Palumbos – they hesitantly agreed.  My parents and I have massaged and updated their estate plan for several years.  At a high level the plan is for a portion of their estate to be divided among their four kids, a portion to fund a family foundation and then there is a life insurance trust designed to cover the expenses for Palumbos Family Vacation (PFV) for many years after my parents pass.  They have personally funded PFV for over 20 years as a way for the family to be all together for at least one week a year.    During this year's family meeting, it became evident that potentially not everyone wanted to continue PFV when my parents are gone – there were over 25 family members in attendance this year.  My parents are curious as to how to figure out what they should do and how do they have the conversation with the family.  They know that without a conversation PFV won't last.  So, what's next?    The idea here is to pull back the curtain and give you a glimpse at what good family coaching looks like.  I am removing myself from the advisory role and Courtney will be facilitating the entire conversation…we will see what happens.    Since I just learned in our 30-minute pre-show call that my mother isn't totally happy with their current estate plan, I'm a bit nervous and excited to see where this goes.  Now you know why we are calling this Family “Business” Unscripted.   This week's guests:    Courtney Pullen, M.A.  President, Pullen Consulting Group*    Courtney Pullen M.A. is the President of the Pullen Consulting Group.  He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building.  Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983.  He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver.  Courtney also spent 17 years as a Senior Consultant with Conversant Solutions a Communication and Collaboration Consulting firm to Fortune 100 Companies.   Courtney has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics.  He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.  He also holds Fellow status in the Purposeful Planning Institute and is a graduate of the Newfield coaching program.   He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents' Organization (YPO), as well as estate planning symposiums and family foundation conferences.  His primary focus is as a consultant to financial services firms and affluent families.  He recently published, Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.  He is also on CPWA faculty at the University of Chicago Booth School of Business.  ----   *Not affiliated with Lincoln Financial Advisors Corp.  CRN-3346680-112520 The content presented is for informational and educational purposes.  The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.