Serious Coin

In today’s episode of Serious Coin, I’m talking women and wealth—because women globally control about $34 trillion in assets, yet are often sidelined when it comes to investing in “alts” (alternative assets). My guest is someone who wants to rewrite that story: Barbara Stewart, former portfolio manager, global researcher, and founder of Rich Thinking. Her latest report, Women & Alts: A Global...

In today’s episode of Serious Coin, I learn why Dubai is suddenly being talked about everywhere—and why it’s attracting the highest inflow of millionaires globally. Something’s happening beneath the headlines, and I was so curious to learn more about it. Joining me is Philippe Amarante, Managing Partner at Henley & Partners (Middle East). His firm publishes The Henley Private Wealth Migration...

In today’s episode, we’re exploring a universally relevant topic: forgiveness. Now you might be wondering, what does forgiveness have to do with wealth? In my work as a wealth coach, I often see how unresolved hurts and grievances impact our thoughts, feelings, and overall relationship with money. A few months ago, I came across a life-changing book called 'Forgive for Good' by psychologist, resea...

In today’s episode of Serious Coin, I’m speaking to the traveller in you—because I know you’ve been to iconic destinations, had five-star experiences, and always ask the same question: “Where next?” Well, this episode might have the answer. Joining me is Francesco Galli Zugaro, founder and CEO of Aqua Expeditions. Aqua has redefined luxury and adventure through small-ship expeditions to some of th...

Welcome back to season seven of Serious Coin. This season is packed with conversations I’m eager to share. We have lots of great episodes ahead of us. And now, for the first time, we’re coming to you via a video podcast which can be watched on YouTube and Spotify, so come check us out in video format. In today’s episode of Serious Coin, I’m talking to parents, future parents, and anyone curious ab...

Is it still harder for female founders to succeed in 2025? And what if you’re a South Asian woman from an immigrant family with no background in tech, building one of the fastest-growing fintech companies? In this episode, I sit down with Simran Kang, founder and CEO of MyFO, a leading family office software solution recently recognized by Forbes and UBS. Simran shares her journey from growing up...

Is love different when wealth is in the mix? What happens when power, money, and emotions collide in a relationship? We often talk about love in grand, universal terms— ‘over the moon in love’ ‘a relationship written in the stars.’ Don Opatrny describes the intersection of love and wealth as something much rarer… like a meteor passing by Earth. Don is a Licensed Marriage and Family Therapist who w...

I know estate planning is not the most thrilling topic, but trust me—you don’t want to miss this one. Because having peace of mind around your estate plan one of the most important things you can do for your family and legacy – and your own peace of mind! My husband and I are in the process of updating our estate plans and what I learn I like to share. Joining me to shed light on the estate essent...

This episode is about how to succeed in one of the mostseductive—and yet challenging—asset classes for investors: venture capital. I’m talking to financial icon, Joe Canavan about how he went from serial entrepreneur and business builder to private investor… one who’s been crushing it in the world of startups. Key Highlights: Joe Canavan’s process for investing in start-ups that has allowed him to...

I sit down with the enormously engaging Matthew Fleming, a man of extraordinary accomplishments and heritage. He is a partner at multi-family office, Stonehage Fleming, a former professional All-England cricketer, a former officer in the British army and a member of the multi-generational enterprising Fleming family, whose scions include Ian Fleming of James Bond fame! As a Partner and Head of Fam...

This is part two of my conversation with Winston Chesterfied, founder of Barton, a strategic consulting firm focused on wealth and the luxury sector – a bonus final episode of Season 5 of Serious Coin. We continue our conversation about the world’s wealthy individuals, their lifestyles and spending habits. In this episode we’re talking about the luxury sector. What is luxury when nothing – or almo...

Let’s face it, many of us are curious about where we sit in the high-net-worth hierarchy, and about how our lifestyles and spending habits compare to others. In this episode, we get some actual data on the different tiers of wealth, their population numbers, personality traits and spending habits. My guest is Winston Chesterfield, founder of Barton, a consulting firm that tracks and studies afflue...

Wealth creation leads to wealth management. And for many people, choosing a money manager falls outside their expertise and comfort zone. Which can lead to ill-considered choices, or a disappointing experience. Could that explain why, according to PWC, almost half of all high-net-worth investors plan to change or add wealth managers within the next two years? I’m talking with my friend Biff Matthe...

Ever wonder what it’s like to grow up third or fourth generation in a wealthy family?   There is privilege. Often pressure. Certain expectations and, sometimes, judgement. And how do you not be the generation that screws it up? In this episode, we’re talking with the turning point where she learned to advocate for herself in the family business, the “baggage” she carries, what she’s doing to prepa...

How much wealth should I pass on to my kids? When should I talk to them about the money? How do I prepare them to handle it? These are anxiety-fueling questions that keep many wealth holders awake at night. In this episode, we’ll get some answers – along with real-life stories of how other high-net-worth families are handling intergenerational  wealth transfer – from one of the leading experts in...

In this episode, we’re talking about the latest de rigeur asset the uber-wealthy are buying to diversify and hedge risk:  Passports – often a portfolio of passports – acquired through residence and citizenship by investment programs, sometimes known as golden visas, and offered by 40 different countries around the world. My guest is Dominic Volek, Group Head of Private Clients at Henley & Partners...

Lotte Davis always knew she’d be successful. But what she didn’t expect was that she’d find the greatest reward for her financial success in helping other people. Lotte and her husband, John founded professional hair care company, AG Hair in the basement of their Vancouver home in 1989 and built it into a multi-million dollar business servicing thousands of salons around the world. Having achieved...

Why are children from affluent families more likely to suffer from anxiety and depression? Could well-intentioned but outdated parenting methods be doing more harm than good? What characteristics does the next generation need to succeed and flourish in an accelerated digitally driven world?  And how can families of wealth avoid the entitlement trap and raise kids who thrive? With answers to these...

Today I’m in conversation with Jim Hayhurst, an award-winning CEO, community leader, investor, board member and advisor to impactful companies and non-profits. We’re talking about a modern approach philanthropy – why Jim says the charitable sector is ripe for disruption and why donors need to think differently about where and how they direct their giving. Jim’s approach to philanthropy embraces in...

Are the trappings of wealth just that: a trap? Why do some families flourish while others are burdened by their wealth? Do you manage your capital, or does it manage you? We’re exploring those questions and more with my guest, Charles Lowenhaupt, tax lawyer, Chairman and Partner of Lowenhaupt & Chasnoff. He is also author of Freedom From Wealth, a book he co-wrote with Don Trone. Charles has spent...

We all know money doesn’t buy happiness. But how do you explain the fact that wealthy people are three times more likely to struggle with addiction than the average population? Why are children raised in affluent homes at significantly higher risk of mental health problems than their lower income peers? Today’s episode explores the ways in which wealth can impact mental health. My guest is Jan Ger...

This is part two of my interview with Jennifer Risher, speaker, investor, philanthropist and the author of: We Need to Talk: A Memoir about Wealth. After years of feeling awkward and embarrassed about her wealth, today Jennifer has a more comfortable, healthy relationship with the money. In this episode, Jennifer describes how she moved from feeling intimated by investment discussions – letting he...

How much does life-changing money actually change your life? In today’s episode, I explore that question in conversation with Jennifer Risher, a beneficiary of the 1990s dot com boom. By their early thirties, Jennifer and her husband, David had earned tens of millions of dollars – with no preparation on how to handle it. Jennifer wrote about her experience – with voices of others in her demographi...

For months, I’ve been told that I should share my own story with listeners and so, for this final episode of Season Three, the tables are turned! I am interviewed by my friend and family office expert, Carolyn Cole. We dig deep into what I learned about money from my parents, from working in the field of private wealth management and, more recently, from marrying someone with greater means than my...

This candid and eye-opening episode dives deep into the emotional aftermath of selling a business. My guest, entrepreneur, Stuart Wolff knows firsthand the rollercoaster of emotions that comes with selling a successful business. In 2013, Stu sold the company he founded, The Wolff Group – a sales and marketing agency for food manufacturers that had operations in 10 U.S. states and was doing a billi...