Beyond The Balance Sheet Podcast

Olivia Summerhill, the founder of the financial consulting company Summerhill Firm, works with affluent women through the divorce process, helping them to thrive post-divorce. Olivia firmly believes that women need to discover where they want to be and who they want to be before the divorce is final.  Divorce is complicated in any circumstance. However, it is even more complex when those of ultra-...

Dr. Paul Edelman is a coach and facilitator who assists ultra-high-net-worth families with collaborative decision-making and navigating key business, wealth, and life transitions. Today, he describes how models can help organize information and guide these processes. Paul is also a member of the Leaders Council of the Ultra High Net Worth Institute. He shares some insight from a recent Institute p...

Katie Darnall is the Business Development Director, Americas for Trusted Family. Today we learn how the software developed by Trusted Family provides a secure platform for the affluent family.  Generational wealth requires the storage of business and personal documentation, and often, this information is spread among many platforms. Trusted Family has developed software to manage business finances...

Jim Eastburn, the Corporate Director of Transformational Experiences at Canyon Ranch, speaks with OPG's Diana Clark about her upcoming presentation on how to navigate parenting today. He also  shares about the philosophy behind the retreat's diverse programming. Canyon Ranch professionals take an integrative approach to health and wellness. This beautiful facility provides an atmosphere for the pe...

In this revisited episode of Beyond the Balance Sheet, Kitty speaks out to share her story and help fight the stigma surrounding mental illness. She hopes families and clinicians will invest more research and awareness around symptoms and effective treatment methods. First, Kitty opens up about her struggles with bipolar disorder, OCD, and binge eating disorder. Kitty then reveals what she would h...

In this revisited episode of Beyond the Balance Sheet, Dr. Craig Heacock joins us. He is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. First, Dr. Heacock gives us a brief history of ketamine from the last fifty years as an FDA-approved drug. We talk about how ketamine became a go-to...

Luke Jernagan, an ordained priest in the Episcopal Church and Director of Family Learning at the Matter Family Office, passionately shares the value of counseling for wealthy multigenerational business owners and their families. The problems facing any family are complicated; however, the issues can escalate when wealth is added to the equation. The Matter Family Office provides tools that enable...

In this revisited episode of Beyond the Balance Sheet, we are joined by Thayer Cheatham Willis, an internationally acclaimed author, educator, speaker, and leading authority in wealth counseling. Thayer shares insight on how her background helped inform the career she chose to pursue and the importance of wealth counseling. We chat about the importance of exemplifying values and how children will...

Today, we are joined by Dr. Kain Weaver to discuss the power of words, especially when recovering from a medical condition. Dr. Weaver experienced a stroke at the age of 28 while in his first year of residency. Defying the odds, he survived the stroke and learned lessons he hopes to implement in the medical world. Because of his hospital experience, the power of words spoken to patients became evi...

Today we are joined by OPG's Director of Aging Services, Sam van Kalkeren. Sam discusses how to help a loved one faced with a dementia diagnosis. He gives excellent information on how to communicate with a loved one to ensure their voice is heard as they navigate this difficult path. Sam talks about the benefits of having a care partner and what type of support they can offer the family. It is vit...

Today we are joined by Eva Wathén, who works with family-owned businesses to help them navigate the inherent complexities and form a united company. Her firm works to create a solid organizational culture. Eva discusses techniques her team uses to support evolving businesses and provides examples of when a family-owned business may bring in a third party to help with strategy. She encourages compa...

Joe Szimhart has worked with more than a thousand people to help them leave cults. Through his experience being in and leaving a cult, he has focused on interventions to free others. During today's episode, Joe helps us understand why someone might join a cult, how money impacts them, and what happens when one decides to leave a cult. He also touches on the physiological aspects of what people mus...

In this revisited episode of Beyond the Balance sheet, Dorothy discusses her experience as the mother of a child with ADHD and Bipolar Disorder which led to her interest in educating other families touched by these issues. She speaks about the journey of getting multiple opinions for her daughter's diagnosis and reveals what she would have done differently for her family. Tune in to this episode a...

In this week's revisited episode of Beyond the Balance Sheet, we are joined by Jay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO. Signet helps students and parents develop skills they will need to overcome challenges and empower students to make successful decisions in college. Jay and Sheila explain how parents can navigate engagement with thei...

When a patient finds out they are terminally ill, with less than six months to live, they may choose Medical Aid in Dying in certain states. Today, Dr. Robin Plumer talks to us about what Medical Aid in Dying is and how patients decide to pursue it. Dr. Robin Plumer says her job is like "a midwife to dying." She discusses the circumstances where it is performed and the loving environment it can cr...

In this revisited episode of Beyond the Balance Sheet, Naz discusses some of the most memorable family systems she has seen in her career. Worthy Circles works with many affluent families; Naz explains how they give professional recommendations to their families. Tune in as we talk about the needs of advisors during Covid-19 and how Naz's work significantly impacts the way she manages her own fami...

In this revisited episode of Beyond the Balance Sheet, we are joined by Jennifer Risher, author of "We Need to Talk: A Memoir About Wealth," who tells her story and explores the impact of wealth on identity, relationships, and sense of place in the world. Jennifer discusses her journey and the inspiration behind her career of helping people have much-needed conversations. Then, Jennifer gives tips...

In this revisited episode of Balance the Balance Sheet, Peter and Arden O'Connor Sr., parents of Arden O'Connor, Founder, and CEO of O'Connor Professional Group, share their experiences navigating the behavioral health care system with their youngest son, Chris. Arden Sr. and Peter were surprised by the early onset and intensity of Chris' substance use. They join Diana to talk about the profession...

In this revisited episode of Beyond the Balance Sheet, Peter Hogan shares his story of growing up in a high achieving, privileged suburban area outside of Boston, and how we discovered substances at the young age of 12. Peter opens up about how he struggled to find his identity and how he discovered himself through his recovery journey. Listen as he talks about his experience in treatment and how...

Alex Dayton has an impressive history in the mental health field including serving as the Clinical Director for Freedom Institute and the Chief Clinical Officer of Veritus. He joins us today to talk about addiction treatment and recovery for licensed professionals. Because of their license, professionals like doctors, lawyers, and judges are  more reluctant to seek treatment. The program offered b...

Fentanyl poisoning is currently the leading cause of death for 18-45-year-olds and we need to start having conversations about it to bring more awareness. Today, Michele Lea shares the story of her brother who tragically died from an accidental overdose. The truth is that many of our teens and loved ones are struggling with substance use. It is crucial to educate them about the dangers of substanc...

Today's guest is Joe Schrank, a social worker, interventionist, community advocate, and co-founder of "The Fix." Throughout this episode, Joe discusses the shift in perspective we can have regarding those suffering from addiction. He shares his struggle with addiction, how he went through recovery, and how he helps his clients by meeting them where they are with their addictions. Joe emphasizes th...

On this revisited episode of Beyond the Balance Sheet, Arden is speaking with investigative writer, Katie Strang about her experience with covering social issues like sexual abuse and gendered violence. Katie writes for the Athletic and has been a leading voice on highlighting mental health awareness among athletes. She talks about why sexual misconduct is more rampant and undercovered within spor...

We all may know someone who has psychopathy; however, not everyone knows the truth about it, how to identify the warning signs or what to do next once they identify the psychopath. In this revisited episode, Dr. Ron Schouten joins Arden and Diana to discuss the complexities of psychopathy. Dr. Schouten says you should not despair if someone you love shows signs of psychopathy and you should not ov...

In this revisited episode, we are joined by Dr. Jason Schiffman. He is the founder and Director of Camden Center, a nationally recognized center of excellence for treating mental health and addictive disorders. First, Jason explains whether celebrities struggle differently than the rest of us and how the support system of a celebrity differs from the general public. Later, Dr. Schiffman discusses...