Celebrity Estates: Wills of the Rich & Famous

Amy Winehouse and Working With Millennial Clients

In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Douglas Boneparth, founder of Bone Fide Wealth. They discuss how today’s financial advisors can appeal to millennials and why bringing in younger clients is a worthwhile pursuit. This topic is inspired by Amy Winehouse, a Grammy-Award-winning singer-songwriter who died at 27 years old. Amy did not have a will and there is now a $1.4 Million legal claim on her estate being made from her ex-husband.

Transparency With Diana B.

Living With Type 1 Diabetes

In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by Melanie Schnoll Begun, the managing director and head of philanthropy management at Morgan Stanley Wealth Management. She opens up about her journey living with diabetes and how the disease has shaped her career.

Celebrity Estates: Wills of the Rich & Famous

Mitzi Perdue on How to Make a Family Business Last

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Mitzi Perdue, a businesswoman, author and public speaker. Mitzi is also the daughter of Sheraton Hotels’ co-founder and wife to the late Perdue chicken icon Frank Perdue. Now, Mitzi shares advice on how to develop a family culture that supports keeping the business in the family.

Transparency With Diana B.

Working Mothers in Quarantine

In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, talks to three mothers in financial services about the challenges they’ve experienced balancing work and child care during the COVID-19 quarantine. Join Diana as she is joined by, Shana Sissel, chief investment officer of Spotlight Asset Group, Kristine Porcaro, co-founder and president of Lexington Wealth Management, and Blair DuQuesnay, an advisor at Ritholtz Wealth Management, is balancing the care of her young son and newborn daughter.

Michael Kitces’ #FASuccess Podcast