Beyond The Balance Sheet Podcast

Our guest today 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 spiritual and emotional elements of hitting rock bott...

Today's guest is 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 how to move through life. She  believes people's purpose(s)...

Today's guest is psychotherapist Dr Kristen Zaleski. Dr Zaleski speaks about surviving trauma and the impact trauma has on its victims. She breaks down the different levels of trauma and explains that trauma consists of moments that happen during a high-stress state. Dr. Zaleski discusses how trauma is different for each individual and describes the signs parents should  look for in their own chil...

Today's guest 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. As a frequent contributor for publications such a...

Today, we are joined by Patricia Angus, Founder and CEO of Angus Advisory Group LLC. For more than 25 years, Patricia has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropies. She and Arden discuss estate planning with mental health and addiction issues in mind. Patricia outlines the first steps that families need to take b...

In this episode, Arden speaks with her  dear friend and professional mentor, Bill Messinger. Bill, a retired lawyer, is an alcohol counselor and leading expert in helping affluent families with substance use issues. Arden and Bill start the conversation by discussing whether affluent families have higher rates of substance use, in addition to the stigma experienced by affluent families and the tre...

We are honored to have Dr. Bill Stixrud as our guest today. Dr. Stixrud is a clinical neuropsychologist and founder of the The Stixrud Group. He is the co-author of the national bestselling book, The Self-Driven Child: The Science and Sense of Giving Your Kids More Control Over Their Lives. Diana and Dr. Stixrud discuss the false assumptions that self-driven children of affluent families face. The...

Today's guest is Dr. Jamie Weiner, a psychologist and author of 'Quest For Legitimacy.' In his book, he interviewed many rising generation individuals from across the world about what it's like to grow up in affluent or prominent families. His research focuses on breaking moments and how they impact a person's quest for purpose and fulfillment. Diana and Dr. Weiner discuss finding purpose when opt...

Today 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 the diet to help protect our brains from dementia...

In this revisited episode of Beyond the Balance sheet, we are joined by Tavan Pechet, founder of Pechet Advisors, where he provides management consulting to affluent families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to manage relationship risk and the critical elements for successful family mediatio...

Today, we're switching up topics to discuss insurance coverage with Tamar Silberberg-Shiffman. Tamar is the co-founder of Concierge Insurance Solutions and works with high net worth clients to provide an adequate safety net to protect their families and assets. Diana and Tamar discuss why insurance is necessary, what types of insurance high-net-worth clients need, and the elements to look for when...

Tom McCullough is Chairman and CEO of Northwood Family Office, a Toronto-based multi-family office serving the comprehensive needs of families of significant net worth. In this episode, Tom discusses how he supports families during financial and emotional transitions and reveals how he builds trust with families to disclose sensitive information. Tune in as we chat about preparing for the unexpect...

In this revisited episode of Beyond the Balance Sheet, we are speaking with Dr. Lesley Tate-Gould, Co-founder and Executive Director of Lido Wellness Center (LWC). She was inspired to open LWC after becoming aware of the gaps in residential treatment facilities for adults and adolescents with mental health conditions related to addiction and eating disorders. First, Dr. Tate-Gould shares how LWC d...

Today's guest on Beyond the Balance Sheet is Ned Van Zandt, a well-known actor and writer who has dedicated his time to helping those who struggle with substance use disorders and other mental health diagnoses. Ned is no stranger to the world of recovery because he has had his fair share of experiences with a transitional living home and has benefited from sobriety and mental health programs. Dian...

In this episode of Beyond the Balance Sheet, we are revisiting Gary Mendell's episode. Gary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America. Gary's son, Brian, tried drugs and alcohol which ultimately led to addiction. Unfortunately, Brian died of this addiction disease that affects more than 22 million Americans every day....

Did you know that children as young as four years old can start developing poor body image? Today on 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 related to body image and...

On this 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. They discuss...

Cindy Finch has experienced her fair share of grief and loss and now helps others process and grow from trauma. On this episode of Beyond the Balance Sheet, Arden and Cindy discuss coping with uncertainty and how ultimately, grief is good. Cindy shares her personal experience with grief related to life altering illnesses. She also talks about how unhelpful parenting techniques can cause further pa...

On this 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 sports. She sh...

Prior to entering the wealth management industry, Todd Carey played professional baseball over eight seasons which makes him all too familiar with strategic planning, high achievement and high pressure environments. On this episode of Beyond the Balance Sheet, Todd discusses how the limelight on professional athletes has increased in the last decade and the importance of keeping your identity and...

Following a 15-year career with the New York Rangers, Mike Richter is now a key spokesperson for environmental issues such as resource efficiency and climate change. Mike serves as president of Brightcore Energy, a provider of end-to-end energy efficiency solutions to the commercial market. Arden and Mike discuss his retirement from professional hockey and how he has navigated challenging times of...

Hanna Stotland flunked out of high school, got a G.E.D., and went on to graduate from Harvard College and Harvard Law School. Since then she has helped countless families as an independent admissions consultant specializing in educational crisis management. Diana and Hanna talk about the rise in Title IX cases, how she helps students move forward after sexual misconduct allegations, and how parent...

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. 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 women can set themselves apart from male leaders, and the...

Chris Herren is a former professional basketball player, and even 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 journey, the importance of early prevention of substance abuse, and the need for family involvemen...

Dr. Greg Skipper has devoted his career to assisting professionals in crisis. He has been instrumental in developing some of the standards for diagnosis and treatment for substance use disorders among medical professionals. Dr. Skipper and Diana discuss the statistics associated with doctors and mental illness and what the barriers are to proper diagnosis and treatment. Dr. Skipper also shares how...