Why Inclusive Families Flourish (Ep. 20)

Why Inclusive Families Flourish (Ep. 20)

Ever wondered how to create a flourishing family legacy that stands the test of time? In this episode, Tim talks about inclusion within family legacies and financial advising. He dives into the importance of inclusion within families and businesses, sharing personal anecdotes and insights on how to navigate inclusion challenges and foster unity. He discusses …

Read More Read More

How Do We Know If We Are Doing Good? Measuring Our Impact and Success With Rob Kaufold (Ep. 19)

How Do We Know If We Are Doing Good? Measuring Our Impact and Success With Rob Kaufold (Ep. 19)

How do you know if your philanthropic gifts are actually doing good for the community you’re giving to? How can we measure the success of our impact? Today, Tim Volk and Rob Kaufold, Arlington Family Offices’ Director of Philanthropic Services, continue their conversation about philanthropic giving with a focus on making our donations matter. They …

Read More Read More

The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

A lot goes into the decision behind charitable giving and philanthropic values for both individuals and families. It boils down to understanding your impact on the communities you’re helping. This week on The Rainbow Bull, Tim Volk invites Arlington Family Offices’ Director of Philanthropic Services, Rob Kaufold, to talk about philanthropy and the multifaceted world …

Read More Read More

Importance of Understanding Cyber Security: What We Should Know with Greg Klein-Hertzel (Ep. 17)

Importance of Understanding Cyber Security: What We Should Know with Greg Klein-Hertzel (Ep. 17)

How can you protect your family’s wealth in the digital age? Today on The Rainbow Bull, Tim Volk introduces Greg Klein-Hertzel, Founder and  CEO of ConnectivTech, to talk about the importance of understanding cyber security. Greg shares his expertise on cyber threats, the importance of strong passwords, multi-factor authentication, and the risks of social engineering. …

Read More Read More

Why Marriage Matters! Advanced Estate Planning for Those With Unique Circumstances Ft. Scott Squillace (Ep. 16)

Why Marriage Matters! Advanced Estate Planning for Those With Unique Circumstances Ft. Scott Squillace (Ep. 16)

Marriage seems like a great motivator to get your affairs in order, beginning with an estate plan. But marriage can come with its own unique issues. Today, Tim Volk welcomes back Scott Squillace, estate planning attorney, founder of Squillace & Associates, and fellow member of the LGBTQ+ community, to take a look at some situations …

Read More Read More

The Critical Importance of Estate Planning With Scott Squillace (Ep. 15)

The Critical Importance of Estate Planning With Scott Squillace (Ep. 15)

Sometimes it seems like life is all about planning – your work day, gym time, visits to the vet, what to have for dinner. But have you planned what will happen to your assets when you’re gone? Estate planning may arguably be more important than anything else on your calendar. In this episode, Tim Volk …

Read More Read More

Luxury Travel: Planning Trips Through Travel Agents and Social Media With Kristen Oliveri (Ep. 14)

Luxury Travel: Planning Trips Through Travel Agents and Social Media With Kristen Oliveri (Ep. 14)

Is there a luxury greater than travel? Many can agree that luxury travel offers an unmatched experience.  In this episode, Tim Volk brings back Kristen Oliveri, editor at Crain Currency, to talk about their shared passion for travel and food. They share their experiences and information about luxury travel, highlighting the importance of travel agents, …

Read More Read More

A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

The financial industry is one of the most influential and powerful sectors globally. It is also one of the most diverse, with people from different backgrounds, cultures, and identities working together to create value and impact.  However, there is still a lot of room for improvement in terms of inclusion, representation, and empowerment.  In this …

Read More Read More

Long-term Care Planning for The LGBTQ+ Community (Ep. 12)

Long-term Care Planning for The LGBTQ+ Community (Ep. 12)

As we age, the need for care and support becomes more pronounced, but for LGBTQ+ older adults, this journey can be marked by unique challenges. What are the right steps we can take for a secured future? In this episode, Tim Volk explores the intricacies of long-term care and aging, emphasizing the importance of planning …

Read More Read More

How Financial Planning Can Benefit The LGBTQ+ Community With Ben Galloway (Ep. 11)

How Financial Planning Can Benefit The LGBTQ+ Community With Ben Galloway (Ep. 11)

A large portion of the LGBTQ community is reluctant to go to an advisor because they’re afraid of having to talk about their lifestyle. How can the LGBTQ+ community benefit from financial planning? In this episode, Tim Volk introduces Ben Galloway, CFP®, a Senior Financial Advisor in Greenspring Advisors’ Private Client Group. They talk about …

Read More Read More