The Intangible Balance Sheet Podcast

Welcome to another episode of Wisdom and Wealth! A few weeks ago my family had the opportunity to explore a rock climbing wall. As I reflected on the experience several parallels to my daily life and the lives of others came to mind. See below for points I cover! 

1. Don't compare your path to those around you
2. Remember to enjoy the process
3. Do no stop and do not forget your principles or goals

Music by bensound.com

Welcome to another great Intangible Balance Sheet Episode from the Wisdome and Wealth Podcast. This week John McConnell joins us to share more from his intangible balance sheet. John's career is an interesting one to be sure and his family story fascinating as well.  See below for more of topics we cover! 

• Growing up in Bayfield, Wisconsin.
• The influence of John's grandmother, who overcame the challenges of the Great Depression to establish her own beauty shop. 
• The importance of initiative and how it's a defining characteristic of Americans.
• John shares that he was surrounded by encouragers in his early life, including his parents and teachers, which instilled in him a sense of possibility and purpose.
• An early interest in history and biography, including books about presidents, which shaped his love for reading.
• The significance of strong friendships in life and how each one can be a pivotal point in a person's journey.
• The qualities of encouragement and reliability as important aspects he hopes to be remembered for.
• Two influential individuals in his career, Mike Metcalf and Judge J. Daniel Mahoney, who exemplified integrity through their actions rather than words.
• He expresses his gratitude for their influence and integrity in his life and career.

Music by bensound.com

In the past few episodes, we've walked through several of the different questions that I walked through in the planning process with clients and prospective clients. I use these as an opportunity to gain a better sense of what a particular person or family might want their money to accomplish for them. Everyone has a vision. But not everyone feels emboldened to proclaim that vision. Simply put my reason for being and purpose in this this life is to help others fulfill their calling by helping them harness their financial wealth to their life's purpose. For some folks this can be a scary or intimidating task. Others may think it’s a foregone conclusion, but they haven’t communicated this vision or collaborated with anyone else in their family.  See below for more on today's podcast. 

• The importance of understanding one's vision and purpose in life and helping others do the same.
• Focus on your heirs. Are they prepared, so that your wealth is an accelerant for good? 
• Pass on the first principles, first! Life experiences, and stories are a great starting point. Consider a family history. 
• Discussion about planning ahead to avoid unprepared heirs and estate taxes.
• Highlight of the potential changes in estate tax exemption after December 31st, 2025.
• Invest in the lives of heirs through experiences or opportunities.
• Suggestions for supporting charities, helping children or grandchildren purchase small businesses, and investing in professional development.
• Use your wealth as a source which allows your family to build and dream and  for the future.
• A personal goal of helping a great-grandchild buy a business.

Music by bensound.com

Welcome to this week’s edition of Wisdom and Wealth! October is family history month and to expand on this topic, I invited Heather Nickerson from Artifcts on to the podcast to discuss how her online platform can help families capture and preserve the stories and memories. 

Heather has an incredible background after a successful career in government service and as an entrepreneur, but She started Artifcts after organizing her late mother's home on Cape Cod. After seven months, she was still struggling to understand the stories behind the numerous heirlooms and items the estate held. Yes some things held market value, but what about the sentimental value, “intangible value,” or instructional value of an item? This experience caused her to think through how to create a solution for families to both organize their possessions and their memories and ideas. What if you could capture the family history represented in an old photo or journal entry? Artifcts seeks to accomplish just that. 

As a personal example Heather shares how she has captured the stories behind an old pair of boots that she wore in Afghanistan and how she has captured the symbolism and meaning behind those boots via Artifcts! This is literally a central place for a family to capture all their audio and video and photos and share them for their family legacy. 

Music by bensound.com

This week Kerry Siggins stops by the podcast to share her encouraging story. We cover resilency, the power of responsibility, the privilege of hard work  and meeting your own expectations for life.  Carrie also gives us a glimpse into her book 'The Ownership Mindset', a reflection on her philosophy about responsibility. Listen in for another great episode!  

Music by bensound.com

Have you ever evaluated your financial habits? Have you ever had anyone try to change your mind about your financial habits? Have you ever wondered how those habits compound positively or negatively over time? Check out today's podcast for more! 

Music by bensound.com

Welcome to this week's Intangible Balance Sheet Conversation with Kristen Porter. You will no doubt be encouraged and blessed as Kristen shares stories of her father's adoption, and the courage, determination, and resiliance which come before her. Finally listen in as Kristen shares how this heritage inspires her today to build and pass on her own legacy and family heritage. 

Music by bensound.com

Have you ever wondered how your personal memories of money and life experiences shape your decisions and money perceptions? Join me as I share a few of my own memories as well as why I always ask clients about their first memory of money. 

Music by bensound.com

Welcome to this week's episode where we hear from Tony Kipkemboi. Tony was born in Kenya but emigrated to the United States, graduated from college, served in the military and now has a successful business career.  This is an incredible story full of life lessons and enouragement.  Thank you Tony for sharing more about your life's work which is undergirded by faith, family, hard work,  and belief. 

Music by bensound.com

Have you ever wished you had a healthcare advisor to assist you or your family? John Samuels, is the founder of Better Health Advisors. John has harnessed his experience as a hospital director to become a personal healthcare advisor. Today John’s team at Better Health Advisors assist clients who are facing a new diagnosis, managing chronic illness, find doctors and seek better treatment.  Listen in for more about how his team’s holistic and planning first approach helps clients navigate the complexity of healthcare.  

Music by bensound.com