In this episode Josh talks with Steve Legler, author of "Shift Your Family Business". They discuss the pitfalls inherent in family businesses and some strategies for dealing with them. Steve is a proud FEA Designate (IFEA) and holds ACBFA and ACFWA certifications (FFI), in addition to having an MBA (UWO-Ivey) He is also a CFA charterholder (CFA Institute), and the author of Shift your Family Business (Friesen Press, 2014). Steve helps … [Read more...]
129 – The Key To Great Money Conversations (And Other Meaningful Wealth Conversation Tips) – Kathleen Burns Kingsbury
Today's podcast guest is Kathleen Burns Kingsbury. Kathleen has a background in Banking and Finance as well as Psychology and after deciding to merge the two areas she's passionate about -Female psychology or empowerment and behavioral finance / behavioral change component - She founded the KBK Wealth Connection firm. She also has a brand new book out titled Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances … [Read more...]
