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
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
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
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
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
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
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
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
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
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.
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.
