charitable giving

charitable giving

what is charitable giving? how does planning your charitable giving benefit you? Join me while I chat with Shawn Bellefeuille owner of Retirement by Design and Buss Financial Group, as we explore the impacts of giving while living and planning for your estate gifting....
importance of networking

importance of networking

Why does every business coach tell you that networking is the key to your business’s success?  Join me as I chat with Barbara Kephart, founder of Projects Pivot and a project management expert, where we explore how to positively boost your business with the...
the ownership circle

the ownership circle

The ownership circle often overlaps with the family and the business circle. The waters can be murky, and at times it is difficult to know what hat you are wearing.  Join me as I explore how to successfully distinguish between ownership of the business and working...
don’t leave a mess

don’t leave a mess

Money and family is messy.  If you leave things unsaid (or even undocumented) you are setting up your family for a volcano of emotions at a time they don’t need the added stress.  Join me as I chat with Sandra Pollock, author of Don’t Leave a Mess and...
the business circle

the business circle

Perhaps the most complicated of the 3 cicles is the business circle.  Let’s dive into the complexities of navigating what it means to be in the business circle of a family business.  Join me as  I chat with Lori Collins, a business integrator, on the...