Serious Coin

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...

A former business colleague of mine used to say that “Money doesn’t simplify your life, it complicates it.”  My guest today is someone who has made it his mission to help the ultra-wealthy manage their complex and hectic lifestyles. He is Mario Seiler, managing partner at Modern Butler, an estate and lifestyle management company based in Los Angeles.  His company, co-owned with partner, Robert Ger...

Today’s episode is an inspiring story about one woman’s struggles and triumph over adversity. My guest today is Lydia Knorr, health and wellness educator, motivational speaker, mom to three adult daughters and a role model for what it means to live in alignment with your deepest values.  It was not always so. Over a decade ago, Lydia’s life came to a screeching halt when she was widowed without wa...

While many high-net-worth individuals opt for more traditional asset classes, art has become an increasingly attractive investment option as a diversification strategy and store of value. In today’s episode, I talk to a globally renowned art investment expert about the often-overlooked benefits -- and risks -- of investing in fine art. My guest is Philip Hoffman, founder and CEO of The Fine Art Gr...

Imagine what it must be like to watch your family dynasty crumble before your eyes. My guest is Frances Stroh, fifth-generation member of the Stroh brewery dynasty and award-winning author of: Beer Money: A Memoir of Privilege and Loss.  By the mid-1980s, Frances’s family, having founded Detroit’s Stroh Brewing Company in the 1850s, held the largest private beer fortune in America. But a little ov...

Where do you vacation when money is no object? When the only limitation is your imagination – and you have a trip planner to take care of even that. Today’s episode provides a rare glimpse into ultra-luxury vacations with Cari Gray, Founder and CEO of Gray & Co, a company that designs totally exclusive, uniquely-custom, active trips for titans in tech, celebrities and some very private public figu...

“Making money is very very hard. Keeping money is even harder.” So says Derek Bullen, the self-made multi-millionaire founder and CEO of S.i. Systems and author of In Defense of Wealth: A Modest Rebuttal to the Charge the Rich Are Bad for Society. Derek is reflective, intentional, and outspoken about what he sees as the purpose of wealth – both in society and in his own life – and he pulls no punc...

The Rockefellers, like many of the oldest, wealthiest families in the world, give away a lot of money.  But whether it’s starting a foundation or donating to the arts or supporting climate change initiatives, philanthropy isn’t as simple as just writing a cheque. And as someone whose come into his money more recently, even Elon Musk has admitted that philanthropy is a challenge for anyone who...

Could the security cameras that guard your home increase your vulnerability to a cyber-attack? Why are high-net-worth individuals more at risk of being hacked than the average person? What can you do to protect yourself even if -- especially if -- you are not technically savvy? In this episode, we’re talking Cyber-Security with Chris Walker, Senior Manager of the Forensic Technology Practice at KP...

Family Offices are increasingly becoming the wealth management vehicle of choice for the wealthy – with a third of ultra-high-net-worth families reportedly using one. Still, they remain something of an enigma for many people. My guest in this episode is Carolyn Cole of Cole and Associates, one of North America's leading experts on the subject. She designs custom Family Offices for ultra-high-net-w...

Why does new money so often strain old friendships? Research shows 39% of wealthy people have let a friendship with someone of lesser financial means fade because their lifestyles became incompatible. Today my guest is psychotherapist to the mega-rich, Clay Cockrell who helps us navigate the sometimes-awkward interactions and options when there’s wealth disparity between friends. We go deep into q...

In 1971, as a 17-year-old university student, Greig Clark founded College Pro Painters, which he grew to 600 franchises throughout North America before selling the business at age 37. In addition to financial freedom, Greig’s early success age brought accolades – he was named one of the Top Ten Entrepreneurs of the Decade by Profit Magazine in 1992 – and gave him a blank slate on which to write hi...

Ever wonder what it’s like to grow up with extreme wealth? Danielle Saputo, wealth legacy coach and third-generation member of one of the 500 richest families in the world, sheds light on her experience growing up a Saputo. In Part One of our wide-ranging two-part interview, Danielle reveals what her grandfather told the family about their wealth and how she describes living in the shadows of that...

Will talking to my family about our wealth create a sense of entitlement? It’s a concern that lingers in the minds of many wealth holders, according to Danielle Saputo, wealth legacy coach and third-generation member of one of the 500 richest families in the world. In Part Two of our wide-ranging two-part interview, we talk about the importance and the challenges of continuity planning within mult...

For over 500 years, London has been one of the top cities in the world for the very rich to live, play and invest. But since 2014, property values have been in a slump. Beset by tax increases, Brexit, and most recently, the pandemic, London real estate prices are down 20 per cent from their peak. But with signs the pendulum is swinging back, could this be an ideal time to buy? In this episode, we...

Is money a hot button in your relationship? For many wealthy couples, it is. Especially in heterosexual relationships when the female partner brings substantially greater financial assets than her male spouse. It’s something that wealth psychologist, researcher and coach Dr. Jamie Traeger-Muney has spent years studying – and living as a married woman and inheritor of significant family wealth. In...

Having your own winery is one of those luxury assets that wine-loving wealth creators often dream of --- and some pursue.  Still fewer succeed. Someone who has succeeded is my guest, Moray Tawse, a Canadian businessman, award-winning international vintner and self-confessed "Burgundy geek."  Producing ultra-premium wines on two continents -- at Tawse winery in Canada’s Niagara region and...

There’s no rule book for wealth. Coming into money can bring life changes, new opportunities, along with complexity and mixed emotions. Serious Coin host Kelly Willis Green knows this from personal experience marrying into wealth, and from the two decades she spent working with the affluent as a wealth management marketing executive. Through candid conversations with the super-affluent and those w...