O TYM ODCINKU
In this episode of the Purposeful Planning Podcast, the husband-and-wife team of Sean and Jill Maher share how their interdisciplinary approach transforms outcomes for families and business owners. The goal of this conversation is to provide insights to fellow advisors, attorneys, and family office professionals about how imbedding relational connection into the financial planning process leads to more meaningful results.
Sean Maher is a financial planner, and Jill Maher is a clinical mental health counselor. Through real client stories, practical tools, and candid reflections, Sean and Jill provide perspectives on why financial planning must include both technical precision and emotional clarity.
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INNE ODCINKI W TYM PODCASCIE
For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in preparing the rising generation and maintain harmony, many families don’t know where to begin and when and how much to share. Often, they feel pulled toward two opp…
In this episode, guest host Natalie McVeigh of Oikonomia and a member of the PPI Education Development Committee is joined by Kathy Wiseman of Working Systems, Inc, The Family Portfolio and faculty at The Bowen Center for the Study of the Family, for a reflective conversation on family systems theo…
What role do mistakes play in effective advising—and how can they become a catalyst for deeper learning and better outcomes? In this episode of the Purposeful Planning Podcast, Kathy Wiseman and Natalie McVeigh explore how missteps in systems work, client referrals, and family meetings can serve as…
Philanthropic advising is evolving from an informal add-on to a distinct and emerging profession. In this episode of the Purposeful Planning Podcast, host Joseph Brooks sits down with Dien Yuen, CEO of Daylight, and Marguerite Griffin of Northern Trust to explore the growing field of philanthropic …
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