Serious Coin

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 Report 2024, which highlights Dubai and the UAE as top destinations for global wealth flows. From his base in the city, Philippe has a front-row seat to the surge of capital choosing the UAE. We explore what’s fueling the trend—who’s moving, what they're seeking, what they’re giving up, and whether it marks a new paradigm for how wealthy families think about home.Tune in to learn why Dubai is commanding attention and how Philippe sees this migration shaping the future of capital.Key highlights-Why the UAE attracted 6,700+ millionaires in 2024—more than any other country.-What “tax-light” does and doesn’t mean in real life—the costs behind the appeal.-How Dubai’s safety, governance, and growth mindset amplify its gravitational pull.-What lowered Golden Visa thresholds and faster residency paths are doing to accelerate inflows.-The cultural mix in a city where expats outnumber locals—and what that means for community.Links & resourcesThe Henley Private Wealth Migration Report 2024—full data, methodology, and global trends https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024“The UAE: A Strategic Haven for High-Net-Worth Families” (Philippe’s perspective in the report) https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024/uae-strategic-haven-high-net-worth-familiesHenley’s wealth migration dashboard & interactive country flows https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024About Serious Coin & Kelly Willis GreenSerious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds.If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com.Connect + Follow usYou can find Kelly’s work and content at her website:https://www.kellywillisgreen.com/Kelly on LinkedIn:https://www.linkedin.com/in/kellywilliscanada/Connect with us:seriouscoinpodcast@gmail.comProduction by Keenliihttps://www.keenlii.com

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, researcher, and longtime Stanford professor Dr. Fred Luskin. He directs the Stanford Forgiveness Project and is also the author of Forgive for Love and other works. In this conversation, Dr. Luskin offers a grounded, research-based view of forgiveness—not as surrender or forgetting, but as making peace with life and freeing up energy that’s stuck in old stories. You’ll hear how to disentangle expectations (especially around money), move through grief, and reframe your story from victim to hero—even when the past feels too heavy.Forgiveness is complicated—but today you’ll hear insights to help you live lighter with your money and emotions.Tune into this episode and see how Dr. Luskin’s strategies are tools you can start using right now to heal old wounds and bring clarity and freedom into your financial life.Key highlights-Why taking things less personally frees you from invisible debt.-How owning your emotional responses changes your power.-Why creating a positive intention flips the script on victimhood.-Ways to forgive deep hurts—even from childhood.-Why self-forgiveness might be the easiest step forward.Links and resourcesYou can explore Dr. Luskin’s work in his bestselling books Forgive for Good and Forgive for Love, as well as tools like the Forgive for Good Recovery Workbook. He also leads workshops through the Stanford Forgiveness Projects. Find all links and resources at fredluskin.com.About Serious Coin & Kelly Willis GreenSerious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds.If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com.Connect + Follow usYou can find Kelly’s work and content at her website:https://www.kellywillisgreen.com/Kelly on LinkedIn:https://www.linkedin.com/in/kellywilliscanada/Connect with us:seriouscoinpodcast@gmail.comProduction by Keenliihttps://www.keenlii.com

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 the most remote and beautiful places on Earth. I spoke with Francesco about creating experiences that money alone can’t buy, how he built Aqua from the ground up, and how he thoughtfully brought his adult children into the business.Tune in to learn about your next adventure and how Francesco turned his passion for travel into a category-redefining business.Key highlights-How Francesco blended luxury with authenticity in remote regions of the Amazon, Mekong, Indonesia and more.-The art of small details that elevate guest experience.-Lessons from integrating his adult children into a growing business.-The emotional journey and strategy behind selling a majority stake.-How he thinks about “healthy risk” in business and life.Links and resourcesExplore Aqua Expeditions and their portfolio of cruises and river journeys: https://www.aquaexpeditions.com/Interview with Francesco on the challenges of building a luxury brand in remote destinations: https://www.forbes.com/sites/rachelingram/2024/07/04/how-aqua-expeditions-ceo-built-a-luxury-tourism-brand-on-waters-less-explored/About Serious Coin & Kelly Willis GreenSerious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds.If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com.Connect + follow usYou can find Kelly’s work and content at her website:https://www.kellywillisgreen.com/Kelly on LinkedIn:https://www.linkedin.com/in/kellywilliscanada/Connect with us:seriouscoinpodcast@gmail.comProduction by Keenliihttps://www.keenlii.com

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 about how wealth shapes identity: because kids raised in affluent families face unique emotional, social, and psychological pressures.Joining me is Jessica McGawley, founder of Dallington, a London-based advisory firm that works with ultra-high-net-worth families to raise grounded, motivated, and emotionally resilient children.Jessica and her team partner with parents and young adults (teenagers/20-somethings) to navigate the challenges unique to those raised in wealth. In our conversation, Jessica shares practical insights every parent will want to hear.Tap in to hear how to build connection, accountability, and character in children whose world often looks very different than their peers.Key highlights:-The three biggest concerns affluent parents wrestle with: entitlement, motivation, and isolation.-How to shift from guilt or over-compensation to boundaries and values.-Why kids sometimes hide their families’ wealth—and how to talk about it.-Tips for giving power and responsibility (without losing control).-How parents can model a healthy relationship with money so kids internalize it.Links & resources:Dallington: Jessica McGawley’s firm—offerings, methodology, programs for families https://www.dallington.co/About Serious Coin & Kelly Willis GreenSerious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds.If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com.Connect + Follow usYou can find Kelly’s work and content at her website:https://www.kellywillisgreen.com/Kelly on LinkedIn:https://www.linkedin.com/in/kellywilliscanada/Connect with us:seriouscoinpodcast@gmail.comProduction by Keenliihttps://www.keenlii.com

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 in a traditional Punjabi family in Edmonton to launching and scaling a company that’s changing how ultra-wealthy families manage their wealth.Key Highlights:The challenges Simran faced as a female, non-technical founder raising capital in the fintech space How MyFO addresses the unique needs of family offices and wealth ownersThe spending patterns and financial concerns of ultra-high-net-worth familiesLessons from her upbringing that shaped her entrepreneurial pathThis wide-ranging conversation offers a rare glimpse into the intersection of wealth, technology, and leadership, with insights from someone who’s breaking barriers in every sense.Links and Resources:https://myfo.tech/Connect with Us:⁠⁠⁠ seriouscoinpodcast@gmail.com⁠⁠⁠Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠⁠⁠seriouscoinpodcast@gmail.com⁠⁠⁠.Thanks again for listening to Serious Coin.

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 essentials is Michael Arlein, a former investment banker and now a top New York-city estates lawyer. Michael Arlein is Chair of the Trusts and Estates group law firm Patterson Belknap where he advises high net worth individuals, entrepreneurs and founders of some of today’s fastest growing companies on tax and estate planning. In this episode, Michael breaks down the essentials that every wealthy individual needs to know. Key Highlights: Best practices: what other high net worth individuals have done to better organize their affairs When your spouse (or children) should – and should not – be named executor The pros and cons of an institutional executor The most important decision to make regarding your power of attorneyDon’t put this off. Your future self (and your family) will thank you.Links and Resources:Michael ArleinConnect with Us:⁠⁠ seriouscoinpodcast@gmail.com⁠⁠Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠⁠seriouscoinpodcast@gmail.com⁠⁠.Thanks again for listening to Serious Coin.

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 post an 80%+ success rate The mindset shift required to move from business operator to VC investor What to look for at the capital table when you’re investing What kind of time horizons are needed for VC investing Joe’s uncommonly disciplined process for predicting trends and manifesting his personal and professional goalsJoe Canavan:Joe Canavan is an icon in the financial services industry with extensive experience as an executive, entrepreneur and venture investor. His most recent leadership role saw him leave the board of Next Canada after 9 years and become CEO. He reshaped the organization and positioned it for the future replacing himself after 2 1/2 years with his 2IC and has returned to the board. Prior to that he was charged with the responsibility of merging Aston Hill Financial and Front Street Capital, renamed LOGiQ Asset Management, which was ultimately sold to Purpose Investments.Joe has also held the positions of Chairman and CEO of Assante Wealth Management. He and his team restructured and drove Assante to all time high asset levels as a division of CI Financial.  Prior to that he founded and built Synergy Asset Management in partnership with RBC in 1997 which was one of Canada’s fastest growing asset management companies until it was acquired by CI Financial. Before Synergy, Joe founded and launched GT Global (Canada) in partnership with the Princely Family of Liechtenstein. It quickly grew to a multi-billion dollar asset management company and was awarded "Fund Company of the Year" before being sold to Invesco Trimark. As Vice President, Director of National Sales, Joe helped build Fidelity Investment Canada from $60 million to $6 billion. Joe was awarded “Person of Influence of the Decade” during the 2004 Canadian Investment Awards, was honoured as Concordia University’s “Alumnus of the Year” in 2006, and was also the recipient of the Queen Elizabeth Diamond Jubilee II Medal in 2012. Joe completed a Bachelor of Business Administration, Business at Concordia University and holds an OPM, Business from Harvard Business School.Connect with Us:⁠ seriouscoinpodcast@gmail.com⁠Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠seriouscoinpodcast@gmail.com⁠.Thanks again for listening to Serious Coin.

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 Family Governance and Succession at Stonehage Fleming, a prominent London-based multi-family office serving global families of wealth, Matthew Fleming brings professional and personal insights to help clients craft meaningful legacies that transcend generations. In this episode, Matthew delves into his upbringing within a storied family whose legacy extends from the founding of the investment bank Robert Fleming & Co. in 1873 to the cultural phenomenon of 007. He shares candid reflections on the pivotal moments that shaped him, both as a young man and as a parent, and reveals how his unique background influenced his career in family governance.Key Highlights: Growing Up a Fleming: Matthew offers a glimpse into the unique challenges and privileges of being part of a family with such a storied legacy. Career in Family Governance: Insights into how Matthew’s experiences prepared him for his role at Stonehage Fleming, where he guides families through the complexities of intergenerational wealth transfer. Life Lessons from Cricket and the Military: Lessons in leadership, discipline, and teamwork that have served him both personally and professionally. Legacy and Identity: A thoughtful discussion on the balance between honoring a family’s past and creating a future that reflects individual aspirations.Links and Resources:Matthew FlemingLearn more about Stonehage FlemingConnect with Us: seriouscoinpodcast@gmail.comSerious Coin creator and host, Kelly Willis Green is a professional money coach to affluent individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges.We’ve heard from many listeners who have enjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at seriouscoinpodcast@gmail.com.Thanks again for listening to Serious Coin.

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 almost nothing – is beyond your means? How do the wealthy define luxury today? What do brands need to do to satisfy their needs? And which brands are getting it right? Winston also explains why high-end restaurants turn down bookings as tables sit empty. https://barton-consulting.co.uk/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu I’ve heard from many listeners who have enjoyed the topics I’ve covered, and how they have prompted rich conversations in your own lives. It’s my goal to continue with Season 6 and beyond. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. Thanks again for listening to Serious Coin.

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 affluent individuals across the globe.  He and I discuss the personality traits of wealth creators versus inheritors, and the different ways choosing to express their wealth – and the one spending category that is common to just about everyone. Tune in to gain a comprehensive understanding of contemporary wealth and its dynamics. https://barton-consulting.co.uk/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 Matthews about factors to consider when hiring a new money manager, or assessing one you already have. Biff Matthews is a retired investment industry veteran, founder of two successful private wealth firms, writer, a former corporate lawyer and Oxford University graduate. Our conversation pulls back the curtain on the investment industry to help listeners make more informed and confident choices about who should manage their wealth. https://www.linkedin.com/in/r-b-biff-matthews-49364731/?originalSubdomain=ca https://www.theglobeandmail.com/investing/investment-ideas/article-why-is-it-so-hard-to-beat-index-funds/ https://en.wikipedia.org/wiki/A_Random_Walk_Down_Wall_Street https://www.goodreads.com/book/show/110672.The_Only_Investment_Guide_You_ll_Ever_Need https://longviewassets.com/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 prepare the fourth generation and how Taylor Swift became part of a money talk with her kids. Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 the field. My guest is Matthew Wesley, a Principal of the Lovins Group, advisor to ultra-high-net-worth families in generational transition. With a career that spans 34 years as an estate planning attorney for 34 years, consultant and facilitator to some of the most prominent families in the world, he’s seen it all and has plenty of insight to share. Listen and learn from Matt about the problems that occur when tax drives your estate planning process, the most important questions to ask yourself before you engage any estate lawyer, and, which generational transition is the most important to get right. https://www.linkedin.com/in/mattwesley/ https://lovinsgroup.com/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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, the global leader in residence and citizenship by investment. Join us as we explore the who, what, where and how of these programs –  and most importantly, why a portfolio of passports has become a centi-millionaire’s must-have tool to ensure their family’s safety and ultimate global mobility. It may be the asset class you never knew you needed, until now. https://www.henleyglobal.com/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 financial independence, Lotte decided to channel the “entrepreneurial juices just seeping from my pores” to start-up a venture in the philanthropic sector. She founded One Girl Can, an education charity that would change the lives of thousands of Kenyan young women and become the most defining work of Lotte’s life as well.  This episode is a candid conversation about Lotte’s roller coaster journey of building two successful ventures in completely different fields. You’ll hear how she and John navigated the effects of the pandemic, which nearly devastated their business but ultimately became the springboard for a new period of growth -- as well her unique perspective on wealth, spending, and how she taught her daughters to have a healthy relationship with money. One Girl Can AG Hair TD Wealth Women and Philanthropy Report 2023 Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 questions is my guest, Dr. Michele Borba, an internationally renowned educator, parenting child expert, and award-winning author of a new book: Thrivers, The Surprising Reasons Why Some Kids Struggle and Others Shine. Michele is also an NBC contributor who has appeared over 150 times on the TODAY show and countless other programs. Her work has been featured in TIME, Washington Post, Newsweek, People, Boston Globe, U.S. News & World Report, The New York Times. Whether you are a parent, a grandparent, or anyone invested in the promise of our future, you will want to hear this conversation, in which Michele talks about: The 7 character strengths that define thriving kids Why self-confidence is more important than self-esteem. Three signs your child may be becoming entitled – and what to do about it The role for grandparents in helping grandchildren thrive. Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 innovation and risk. It looks more like venture philanthropy – or “philanthropreneurism” as it’s been called – and less like traditional charity and cheque writing. He should know. Jim was born into a highly entrepreneurial family and that DNA is embedded into everything he’s done over his 30-year career, Jim has helped build five companies with operations on four continents, he’s raised millions in both venture and charitable funding and, in 1992, he and his late father, Jim Hayhurst, co-founded their own charity, Trails Youth Initiatives. We also learn about Jim’s personal story – growing up in a storied family and how he developed his own identify outside of being Jim Hayhurst Jr. This episode offers great insights for entrepreneurs who have had or are planning an exit, for donors both emerging and experienced, and for non-profit leaders of large and small-scale organizations. Visit: https://trails.ca/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 four decades counseling wealthy families – some of whom are in their 7th and 8th generations – about how to successfully manage fortunes that help family members across generations achieve their full potential. In our conversation, Charles outlines his roadmap to freedom from wealth – which starts with some profound yet fundamental questions that most people – and advisors – fail to ask themselves. Listen and learn as we hear from one of the godfathers of private wealth management in the United States. https://www.lowenchas.com/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 Gerber, founder and CEO of Paracelsus Recovery. Paracelsus is the world’s most exclusive addiction and mental health treatment centre, providing discretion and luxury for an international clientele of world leaders, royal families, titans of tech, A-list actors and athletes. In our conversation, Jan explains the concepts of ‘imposter syndrome’ and ‘affluent neglect’ and how they lead to mental health ailments. We also discuss the important mind-body-spirit connection to mental health. There were lots of great lessons for all of us. Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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 her husband take the lead – to becoming an informed and empowered investor. We also discuss her path to becoming a passionate philanthropist – from initially feeling overwhelmed by the choices and pressure to ‘get giving right’ to today, an inspiring advocate for charitable giving. In 2020, Jennifer and her husband, David launched #HalfMyDAF – a concept that has moved millions of dollars to the nonprofit sector in the past three years. This is a very honest conversation about what it’s like to come to terms with significant wealth and use it in a way that is consistent with your values and the change you want to see in the world. www.jenniferrisher.com⁠ ⁠www.halfmydaf.com⁠ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu