Beyond The Balance Sheet Podcast

Peter Hogan shares his story of growing up in a high achieving, privileged suburban area outside of Boston, and how he 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 his daily routine practices help create a path to long-...

Debbie Bing is President and Principal at CFAR (Center for Applied Research) where she uses her conflict-resolution and negotiation expertise to help family businesses and other organizations build collaborative approaches to their most pressing business challenges. Debbie talks about the emotional and strategic layers that family businesses are faced with when it comes time to engage with the new...

Dr. Lesley Tate-Gould is a Co-founder and the 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 conditions related to addiction and eating disorders. First, Dr. Tate-Gould shares how LWC differs from other treatment facilities by looking beyond a patient's extern...

Dr. Craig Heacock 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 treatment for resistant depression and bipolar disorder. Tune in as...

Dr. Jason Schiffman 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 or not 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 the complexities and benefits of group th...

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...

Courtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this 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, Courtney explains...

For the past 20 years, Naz Hassanein has worked in the family office community, both in Boston and nationwide. In this episode, 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...

Jennifer Risher, author of "We Need to Talk: A Memoir About Wealth," 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 on having awkward financial discussions with people around money. Tune in a...

James Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. First, Mr. Hughes speaks about family governance and explains why families need it. 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. Tune in as we talk a...

Brian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this episode, 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 starting your journey to recovery, liste...

Tsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. We begin with Tsitsi discussing the inspiration behind her business, and she delves into her work managing conflict between generations. When it comes to managing conflict, some things in life are inevitable; we cannot avoid them. We discuss the importance of transitioning when it comes to legacy planning and Tsitsi reveals ho...

Jim Coutré is responsible for the oversight of Fidelity Family Office Services' Insights & Connections program. Jim starts the conversation by diving into his responsibilities for the Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry experts and consultants and access to a peer networking program. Jim then explains tha...

Lisa Cukier 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 what the process looks like of going through guardianships and conservat...

Kitty speaks out to share her story and help fight the stigma surrounding mental illness, in 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 have done differently on her journey to recovery; plus, K...

Thayer Cheatham Willis is 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 learn from what they see, rather than what they hear. Tune in as Thaye...

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 professionals they hired and how having financial resources was no...

Andrew Caspersen lives and works in New York City and is actively involved in the recovery community. In this episode of Beyond the Balance Sheet, Andrew opens up about his self-destructive path of drinking and gambling. After his arrest, Andrew talks about piecing his life back together. He speaks about his faith in the process of recovery and why trust needs to be an action-oriented process. Tun...

On this episode of Beyond the Balance Sheet, Dr. Blaise Aguirre, MD, a child adolescent psychiatrist, and Associate Professor in Psychiatry at Harvard Medical School speaks with Diana to discuss borderline personality disorder. Dr. Aguirre addresses the reluctance in diagnosing borderline personality disorder and dives into what effective treatment modalities there are for borderline personality d...

Dorothy's experience as the mother of a child with ADHD and Bipolar Disorder led to her interest in educating other families touched by these issues. First, Dorothy opens up about her experience parenting a daughter who struggled with her mental health for many years. She speaks about the journey of getting multiple opinions for her daughter's diagnosis and reveals what she would have done differe...

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. Gary discusses the warning signs that families should look out for, when worried if the...

In this episode, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20 years. First, Nick explains how he started working in the field of philanthropy with mental and behavioral health. Mental health resources and support services are needed now more than ever; Nick describes how he finds exemplary philanthropists to invest in innovative and unique co...

Tavan Pechet is the founder of Pechet Advisors, where he provides management consulting to wealthy 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 mediation. Tune in to this episode of Beyond the Balance Sheet, as we chat...

Sue Schwartzman joins us today to discuss a hot topic - building generational wealth. Sue has over two decades of experience working with high net worth individuals, families, and teens, helping them systematically and strategically engage in philanthropy and volunteerism while navigating and communicating money concerns and values. Sue begins by explaining how she advises and bridges gaps for fam...

Carrie Hausner Casden 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 you are going through a divorce or considering divorce, Carrie explains the imp...