The Key Elements Of A Successful Wealth Transfer September 9, 2021
Today we’re talking to Lori Coonen. Lori is a Family Legacy Coach and Heritage Design Professional. She has worked with families for over 20 years. And serves individuals and families who desire to keep their family strong and in harmony. Lori helps to connect generations, enhance communication and leadership skills, provide opportunities to identify common […]
I Inherited Money At Age 20 And Gave It All Away September 3, 2021
Today we’re talking to an academically trained philosopher who inherited money and gave it all away. Jeremy Sherman describes himself as a science researcher and writer on the origins of life, human nature, and total jerks.He is the author of Neither Ghost Nor Machine: The Emergence of Nature and Selves.Go to Twitter @SuddenWealthLaw to answer […]
Keep Your Wealth in the Family with Legacy Planning August 25, 2021
Today we’re talking to Cindy Arledge, who is the author of four best-selling books: · Curse of Inheritance· Cracking the Inheritance Code· The Legacy Family Way, and· My Camino, My Lifewww.cindyarledge.com Cindy teaches that Legacy Planning is the secret to keeping your wealth in the […]
Overcoming Imposter Syndrome July 29, 2021
Today we’re going to talk about Imposter Syndrome. I recently ran across Tara Halliday, a holistic therapist and coach for over 21 years. She is a specialist in imposter syndrome and author of Amazon #1 bestseller 'Unmasking: The Coach's Guide to Imposter Syndrome' as well as the creator of the Inner Success 8-week program for […]
Healing Your Relationship With Money July 29, 2021
In this podcast, we talk to Morgana Rae, who is regarded to be the world’s #1 authority on relationships with money. Her groundbreaking approach to love-centered wealth building has featured her on The Wall Street Journal, Yahoo Finance, all the major television networks, Coast to Coast Radio and hundreds more. Morgana’s fans call her the […]
Ending Generational Poverty Through Entrepreneurship July 19, 2021
In this podcast, Mike Zolno and I talk to economist and entrepreneur John Meese about generational poverty and how entrepreneurship is the best way to generate wealth from scratch.
Integrity and Honesty: Teaching Your Children Their Inheritance Story June 7, 2021
In this podcast, we continue our conversation with Stacy Derby about the importance of sharing family stories to help families with legacy wealth transfer. Mike Zolno, my legal assistant Alexandra, Stacy and I talk about MY personal story with Sudden Wealth and why it is important to teach our children with integrity and honesty when […]
Estate Planning: Equity vs. Equality May 13, 2021
In this podcast, family business advisor Mike Zolno, my legal assistant Alexandra and I discuss the differences between equity and equality in estate planning. Or at least that’s how I started the conversation.
Donor Advised Funds and Selling a Business May 12, 2021
In this podcast, we talked to Tiffany House, who calls herself a concierge for helping wealthy business owners going through transitions such as the sale of a business.
Legacies Through Storytelling May 12, 2021
In this podcast, we talked to Stacy Derby of Bind These Words who helps families write their stories. She works to preserve family legacies by creating unique coffee table books that help facilitate wealth transfer between generations.
The REAL Purpose of a Financial Planner April 6, 2021
In today’s podcast, we talked to a Virginia Asher, who is a Senior Financial Planner at a trust company called TrustBank. She also has a master’s degree in Advanced Financial Planning. She helps people with financial literacy.
Leadership-Getting Things Done Through People April 6, 2021
In this episode, leadership coach Bob Mason talks about the importance of developing leadership skills for supervisors and managers in your workplace and how that relates in a family.
Teach Your Children Well March 17, 2021
In today’s podcast, we discuss Ann Perry’s book The Wise Inheritor: A Guide to Managing, Investing and Enjoying Your Inheritance. We cover the importance of teaching your children well for multigenerational wealth transfer and discuss the effects of consumerism on our children. I also talk about how being the “perfect” consumer and trying to fill […]
Legacy Wealth Transfer March 17, 2021
In this episode, you'll learn three key insights about family legacy wealth transfer. First we talk about how to meet with families to discuss their legacy and wealth transfer and why an holistic approach is important, as well as family dynamics and traditions and incorporating new family members. Second, we go into the importance of […]
Preparing to Inherit February 18, 2021
This episode is quite a bit longer than the previous ones. This episode includes business coach Barbara Murphy-Shannon. She asks me some questions that led to insights about what often goes wrong when kids receive significant inheritances, and what can be done about it. First, I mention that people with lots of money often are […]
Stop Settling and Create a New Life January 22, 2021
In this episode, you'll learn three insights. First, we discuss Step One from my upcoming book. The step is to stop settling for old behavioral patterns that are no longer useful for you. Second, we discussed the Codependency Triangle of Persecutor, Victim and Rescuer. Third, we all adapt to our circumstances. But adaptations are not […]
Paul E. Deloughery
Inheriting From Parents with PTSD January 22, 2021
In this episode, Michael Zolno shares what it was like to grow up with parents who were Holocaust survivors. They and their friends all had Post Traumatic Stress Disorder as a result That impacted Michael's ability to manage the money he inherited from them. The theme of the discussion is that we all come to […]
Paul E. Deloughery
Emotions Related to a Windfall January 22, 2021
In this episode, you will learn two insights. First, it is common to have intense emotions after a financial windfall. Second, Sudden Wealth affects a person'sidentity. And we tend to resist anything that requires us to change our identity. So, that results in poor financial decisions.
Paul Deloughery, Esq.
How to Find an Advisor You Can Trust January 22, 2021
Here are the insights you'll learn in this episode.First, a person who experiences a financial windfall will be in an emotional transition for up to five years.Second, if you’ve had a financial windfall, you need the help of a professional (such as a CFP or attorney) who is ALSO a coach and can help you […]
Paul Deloughery, Esq.
Identity Crisis January 22, 2021
In this episode, you'll learn three insights. First, you'll learn about the existential crisis or identity crisis that many people experience when they no longer need to work to survive. You start to ask questions like "Who am I?" You'll also learn the importance of struggling in order to be happy. Related to this is […]
Paul Deloughery, Esq.
ABOUT THE AUTHOR
Founding attorney Paul Deloughery has been an attorney since 1998, became a Certified Family Wealth Advisor. He is also the founder of Sudden Wealth Protection Law.