Beyond The Balance Sheet Podcast

Today, Arden hosts Dr. Jhilam Biswas, an Instructor in Psychiatry at Harvard Medical School and a board-certified Adult and Forensic Psychiatrist. They discuss the connection between crime and mental illness.  Dr. Biswas examines how frequently violent behavior and impaired judgment are rooted in trauma. She outlines the steps taken to evaluate the mentally ill and how, unfortunately, becoming inv...

Today, Diana hosts Robyn Brickel, a Licensed Marriage and Family Therapist boasting over 25 years of experience. During this episode, she will discuss the true nature of trauma and dispel any misconceptions surrounding it. Furthermore, she will delve into her three-stage trauma model, encompassing safety, stabilization, and addressing the root cause. This episode promises valuable insights into tr...

In this revisited episode of Beyond the Balance Sheet, we are joined by Dr. James Greenblatt, an acknowledged integrative medicine expert, educator, and author who focuses on nutritional interventions in psychiatry and mental illness. Dr. Greenblatt dives into how the medical field needs to focus on the whole body of each individual patient. He discusses the importance of vitamins and minerals in...

Roberta Sydney is a successful entrepreneur and seasoned board director who uses her expansive expertise and experience to lead various real estate and financial services firms. In this revisited episode of Beyond the Balance Sheet, Roberta is here to talk about women in business, share her personal experiences, and offer valuable advice. Diana and Roberta discuss common stereotypes, ways that wom...

In this revisited episode of Beyond the Balance Sheet, Chris Herren, a former professional basketball player, joins us to speak about more than his sports history. He is a man in long-term recovery who uses his story to inspire others. He has spoken to over a million students, athletes, and community members about substance use prevention. Diana and Chris discuss his addiction journey, the importa...

Our guest for this revisited episode of Beyond the Balance Sheet is financial planner and writer, Allan Roth. Allan speaks about his unconventional business model of having the lowest client retention rate where he provides clients with a one-time financial plan and then gets fired. Allan and Arden discuss his goal to help people have an exciting life by having an incredibly boring investment plan...

Joining us today is Margie Foley, founder of Foley Management, a firm that assists individuals and families manage their finances and helps protect against financial fraud. Her company supplies daily management services, bill paying, appointment scheduling, and home and staff management.  She discusses the different types of fraud and describes how fraudsters exploit older adults and even young pe...

Did you know that children as young as four years old can start developing poor body image? On this revisited episode of Beyond the Balance Sheet, Arden is speaking to Rebecca Manley about eating disorder awareness and prevention. Rebecca is the founder of MEDA (Multi-service Eating Disorders Association) and owner of Manley Coaching. Her passion is working with teens and families on issues relate...

Our guest today in this revisited episode of Beyond the Balance Sheet is Stefan Bate, Chief Clinical Officer at Jaywalker Lodge. Stefan shares his mission as he helps men who have had previous treatment experiences. Stefan reflects on his own recovery journey and the blessings that he has experienced since graduating from Jaywalker and entering the field of psychology. Arden and Stefan discuss the...

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, Courtne...

On this revisited episode of Beyond the Balance Sheet, James Hughes joins us to speak about family governance and explain why families need it. James is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients....

On this revisited episode of Beyond the Balance Sheet, Arden is speaking with Brad Sorte, about a topic that hits close to home for them both – facing addiction as a family. Brad talks about his struggle with substance abuse in his early 20s and his life-altering treatment experience at Caron, a treatment facility for addiction and behavioral health issues where he is now the President and CEO. Th...

Jamie Mendelsohn of the Ashar Group joins us to discuss a little-known concept relating to your life insurance policy. Many people unable to continue to make payments toward their life insurance policy simply walk away from the policy. However, they need to realize there are buyers for that policy and that they can sell their existing policy. Jamie explains all the benefits of knowing the value of...

Dr. Patrick Knapp, the founder of Becoming Free, a program designed to help individuals recover from unique harmful religious or spiritual experiences, is here to discuss his experience in an abusive religious group.  Dr. Knapp provides hope to those who have shared that experience and to the families of cult members. In addition, he discusses the definition of a cult, why a person becomes involve...

Josh Kanter, the founder of leafplanner, joins us today to discuss the importance of having a tool to collect, organize and map a family enterprise's information in a single source. Wealthy families unprepared for the grantor's passing can be left in a problematic situation. The old 3-ring binder with information regarding banking and insurance policies doesn't meet the needs of today's affluent f...

Brian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this revisited episode of Beyond the Balance Sheet , Brian discusses the inspiration behind his recovery advocacy work and what led to his recovery journey. Additionally, Brian explains why it's essential to have an open dialogue surrounding body dysmorphia and how recovery can lead to acceptance. If you're s...

On this revisited episode of Beyond the Balance Sheet, we are joined by guest Anna Hall, the creator of The Purpose Equation®. Throughout this episode, we discuss the importance of purpose and defining your how and your why. Anna breaks down what purpose is, and how people can go about finding their purpose through her signature equation. Anna says that  knowing your purpose equation can determine...

Trudy Avery is the Development Officer for Pavillon, a non-profit substance use treatment program located in Mill Spring, NC. She developed compassion for those using substances because of her son's journey through addiction and recovery.  Trudy shares her family's personal story in hopes of helping other families.  She also discusses the disconnect between insurance companies and treatment progra...

In this revisited episode of Beyond the Balance Sheet, Lisa Cukier joins us. She is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health. Finally, Lisa dives into exactly wha...

In this revisited episode of Beyond the Balance Sheet, Carrie Casden joins us for a conversation. She is an established business manager and money coach who has been in practice for over 25 years. Carrie opens the show by explaining how everyone has different perspectives and habits when it comes to money; there are especially significant differences between the money mindsets of men and women. If...

Elizabeth Kelley, a criminal defense lawyer and editor of the book, Representing People with Dementia, A Practical Guide for Criminal Defense Lawyers, is our guest today. Elizabeth has her finger on the pulse of what is happening with people who commit crimes and have mental health issues. Unfortunately, the statistics on our preparedness in our prison system are pitiful. Elizabeth discusses the p...

Cynthia Haddad is the co-author of the book The Special Needs Planning Guide.  When it was published, it was a one-of-a-kind book advising family members of a disabled person on how to do estate planning. In addition, she discusses government benefits, non-profit agencies, public education entitlement, and other helpful topics.  Learn about a Letter of Intent and the elements to include. This book...

Alexander (Alex) Brown is the Founder & Principal of Recover Hospitality. Alex's consulting and travel agency is dedicated to assisting individuals who struggle with mental health and addiction. Traveling to places associated with past substance use can be a trigger for individuals in recovery. Alex discusses planning vacations that allow individuals in recovery to travel successfully. He also dis...

Dr. Emeran Mayer is a Gastroenterologist, Neuroscientist, and Distinguished Research Professor at the David Geffen School of Medicine. Today he discusses bidirectional communication within the brain-gut microbiome system. The data Dr. Mayer presents is critical to understanding how the gut and the brain are interconnected. He shares information about the proper lifestyle to produce healthy communi...

Bob Weinhold is a coach who works with affluent families. He assists them in transitioning the family business from one generation to the next. Bob also describes the obstacles both generations face that can hinder an effective transition. He discusses coachability, leadership, communication, and roadblocks to success. Finally, he shares solutions to the complex problem of letting go of the reins....