Category: Financial Planning
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)

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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 episode, Tim Volk speaks with Kristen Oliveri, editor at Crain Currency. They explore Kristen’s career journey, the importance of inclusion in the wealth management industry, and the intersection of philanthropy and impact investing. Kristen also shares her insights on imposter syndrome, the role of social media in journalism, and her passion for storytelling.

Kristen discusses: 

  • Her path into journalism and how she ended up specializing in wealth management and family offices
  • Her observations on the industry, including the need for more women in leadership roles and inclusion
  • The significance of inclusion and the perspective it can offer to people who may not understand imposter syndrome or the experiences of others
  • The different definitions and approaches to impact investing and philanthropy
  • The role of mentors in personal and career growth
  • How social media and technology have affected journalism and the importance of truth in reporting
  • And more

 

Connect with Tim Volk: 

Connect with Kristen Oliveri: 

About our Guest: 

Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events.

Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics.

Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva. 

Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries.

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

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

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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 for the future. He also gives surprising statistics about the challenges faced by LGBTQ+ older adults in long-term care facilities. Additionally, Tim highlights the power of insurance in providing financial security and peace of mind and the need for risk management.

Tim discusses: 

  • The concerns and actions needed to address the rising costs of long-term care
  • The concept of Blue Zones, areas where people live longer, and the common factors among them, such as a sense of community and taking care of each other
  • The difficulties faced by LGBTQ+ older adults
  • The different types of long-term care insurance coverage
  • The idea of creating a communal living situation or support network within the LGBTQ community
  • The cost-benefit analysis of insurance and how it protects individuals and those around them
  • And more!

 

Resources:

 

Connect with Tim Volk: 

 

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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)

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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 the importance of financial planning for same-sex couples and the LGBTQ+  community. Ben shares his career journey and how he found his passion for providing support and guidance in financial decisions. They also talk about the challenges faced by the LGBTQ+ community in terms of financial planning and the need for peace of mind, starting a family, and retirement and caregiving. They emphasize the importance of estate planning and the need for professionals who understand the unique challenges faced by LGBTQ+ individuals. They also touch on the importance of asking the right questions and seeking advice from trusted advisors.

Tim and Ben converse about: 

  • What they love most about being financial advisors and part of the LGBTQ+ community
  • Ben’s personal story that has led him to the work he’s doing
  • Why financial planning is important for the LGBTQ+ community
  • Why members of the LGBTQ+ community are less likely to use financial planning tools and are reluctant to go to an advisor
  • How working with financial professionals can help protect you from the unexpected
  • The key “aha” moments Ben has had in his work
  • The advice Ben wishes to share with anxious clients as they walk through the door
  • What’s up next: EQ vs. IQ,  and the new technical aspects of financial planning
  • And more

 

Resources:

References:

Connect with Tim Volk: 

Connect with Ben Galloway: 

About our Guest: 

Ben is a Senior Financial Advisor and CFP® in Greenspring Advisors’ Private Client Group.  Ben’s practice focuses on serving the financial planning needs of business owners and executives, especially related to sudden wealth and intergenerational wealth transfers.  His work includes a special emphasis on the unique needs of same-sex couples and other members of the LGBTQ+ community.  Ben works with clients to develop financial, tax, and estate planning strategies specific to complex wealth needs, including concentrated stock, real estate, buy-sell agreements, and charitable giving.  An enhanced and remarkable client experience through exceptional service is pivotal to Ben’s practice.  Whether it is helping clients sell a business, plan for retirement, save for college, or start a family, Ben prioritizes an educational and evidence-driven investment and planning approach.

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Your Relationship With Money Part 2: Redefining Success With Jill Shipley (Ep. 10)

Your Relationship With Money Part 2: Redefining Success With Jill Shipley (Ep. 10)

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In part two of this two-part series, Tim Volk and Jill Shipley reveal some messed up ways that people relate to money.

In this episode, Tim tackles redefining success and coming out of the shadow for rising generations and families of wealth with Jill Shipley, Managing Director and Head of Governance and Education at AlTi Tiedemann Global. Jill discusses the challenges faced by wealthy families and the impact of money on individuals, relationships, and the community. She emphasizes the importance of nurturing human and intellectual capital within families, redefining success beyond financial wealth, and finding purpose and fulfillment in life. Jill also talks about the complexities of growing up in a wealthy family, the importance of open communication, and the value of genuine connections.

Tim and Jill discuss: 

  • The impact money has on individuals, relationships, and the community
  • How to redefine success beyond financial wealth
  • Some of the challenges and complexities of growing up in a wealthy family
  • Preparing the next generation to cope with inherited success
  • The need to find personal motivation for success beyond just money
  • Why purpose, fulfillment and giving back in life are so important for affluent families
  • And more

 

Resources:

 

Connect with Tim Volk: 

Connect with Jill Shipley: 

 

About our Guest: 

As Managing Director and Head of AlTi’s Family Governance and Education Practice, Jill Shipley helps families, family offices, foundations and family enterprises manage the impact of multigenerational wealth. She brings over 20 years’ experience and expertise in family systems, preparing rising generations, communicating about wealth, navigating family enterprise transitions, family and business governance and strategic philanthropy.  She lives in Denver, Colorado with her husband and son.

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Your Relationship With Money Part 1: Scarcity & Abundance With Jill Shipley (Ep. 9)

Your Relationship With Money Part 1: Scarcity & Abundance With Jill Shipley (Ep. 9)

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It’s complicated. Our relationship with money is often built on conflicting emotions, and it can get even messier when you toss in family and sizable wealth.

In this episode, Tim Volk introduces Jill Shipley, Managing Director and Head of Governance and Education at AlTi Tiedemann Global, to discuss the topic of the relationship with money, specifically scarcity and abundance. They explore the complexity of money and the portrayal of wealthy families in the media and the negative bias that often comes with it. Jill emphasizes the importance of understanding and compassion in conversations about money, as well as the need to prioritize what truly matters in life.

Jill discusses: 

  • Her passion for helping families manage their relationships with money and each other when it comes to multigenerational wealth
  • Examples of wealthy families making positive contributions to society
  • Why it’s important to understand and question inherited money messages
  • The negative bias the media portrays of wealthy families and how it impacts our relationships with money
  • The role of rituals and traditions in shaping our relationship with money
  • Valuing time and relationships over material wealth
  • The joy and fulfillment of philanthropy and how giving back to the community has a positive impact on both the giver and the receiver
  • And more

 

Resources:

Connect with Tim Volk: 

Connect with Jill Shipley: 

About our Guest: 

As Managing Director and Head of AlTi’s Family Governance and Education Practice, Jill Shipley helps families, family offices, foundations and family enterprises manage the impact of multigenerational wealth. She brings over 20 years’ experience and expertise in family systems, preparing rising generations, communicating about wealth, navigating family enterprise transitions, family and business governance and strategic philanthropy.  She lives in Denver, Colorado with her husband and son.

 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of AlTi Tiedemann Global. All opinions and estimates constitute the speaker’s judgment as of the date of this recording, are subject to change without notice, and are provided in good faith but without legal responsibility. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

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Coming Soon: Your Relationship With Money featuring Jill Shipley (Ep. 8)

Coming Soon: Your Relationship With Money featuring Jill Shipley (Ep. 8)

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How would you describe your relationship with money?

In this episode, Tim Volk offers a tantalizing glimpse of what lies ahead in the forthcoming episodes. Get ready to embark on a riveting journey as he unveils a compelling two-part series alongside Jill Shipley. Together, they will delve into the intricacies of our relationships with money and how diverse life experiences shape our perspectives on wealth. Stay tuned for thought-provoking insights and valuable discussions!

Tim discusses: 

  • The expertise and profound insights that make Jill Shipley a remarkable guide in transforming how families approach their wealth
  • A sneak peek into the topics that Part 1 and Part 2 of the forthcoming series will explore
  • An array of thought-provoking questions that he and Jill Shipley will skillfully address
  • The profound impact money has on our perceptions of affluent families, offering intriguing revelations
  • And much more in this riveting episode that promises to reshape your understanding of wealth and its dynamics

 

Resources:

Connect with Tim Volk: 

About Our Next Guest: 

As Managing Director and Head of AlTi’s Family Governance and Education Practice, Jill Shipley helps families, family offices, foundations and family enterprises manage the impact of multigenerational wealth. She brings over 20 years’ experience and expertise in family systems, preparing rising generations, communicating about wealth, navigating family enterprise transitions, family and business governance and strategic philanthropy.  She lives in Denver, Colorado with her husband and son.

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Building Acceptance: Transforming Families and Workplaces with Rebecca Sanborn, J.D. (Ep. 7)

Building Acceptance: Transforming Families and Workplaces with Rebecca Sanborn, J.D. (Ep. 7)

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Have you ever wondered how personal experiences can drive individuals to create meaningful change within their families and workplaces?

Join Tim Volk in a captivating episode as he delves into a powerful and transformative story of survival, acceptance, and creating a more inclusive world. In this engaging conversation, Tim sits down with Rebecca Sanborn, J.D., a remarkable individual who has not only overcome domestic abuse but has also gone on to foster acceptance within her own family and beyond.

Rebecca, the founder and president of Sanborn Diversity Training Solutions, LLC, shares her personal journey and how it has shaped her mission to promote LGBTQ cultural competence, sensitivity, and acceptance within corporate, non-profit, and public-sector organizations. Discover how her experiences have propelled her to advocate for a world where acceptance thrives in families and workplaces alike.

Rebecca discusses: 

  • Her story of domestic abuse by her father and how it guided her career path to help others
  • Her journey to discovering her bi-sexuality
  • How creating more awareness and education leads to greater acceptance and mutual respect
  • The challenges she sees with terminology and why the language we use is important
  • What she has learned through her work
  • What she would say to someone who’s currently in an abusive relationship
  • And more

 

Resources:

Connect with Tim Volk: 

Connect with Rebecca Sanborn: 

About our Guest: 

 Rebecca Sanborn, J.D., is the founder and president of Sanborn Diversity Training Solutions, LLC, which provides LGBTQ diversity and inclusion training to corporate, non-profit, and public-sector entities regarding LGBTQ competency, sensitivity, and acceptance, and by so doing, helps clients to create healthier workspaces for both employees and consumers.

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When Your Child Is Gay: What You Need to Know With Wesley Davidson (Ep. 6)

When Your Child Is Gay: What You Need to Know With Wesley Davidson (Ep. 6)

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Envision the emotional journey of parents, resolute in their unwavering dedication to embrace and affirm their child’s sexual orientation or gender identity, while simultaneously grappling with the burden of their child’s battle against addiction.

This multi-layered heartache casts a shadow of pain and complexity, making it an excruciating ordeal endured by far too many parents in the LGBTQ+ community.

In this episode, Tim Volk speaks with author Wesley Davidson about her book When Your Child Is Gay: What You Need to Know. Wesley shares the story of her son, Graham, a member of the LGBTQ+ community, his battle with addiction, and its influence on her decision to write a book to help other parents. Wesley’s story is a testament to the strength and resilience of parents who strive to embrace and understand their children’s sexual orientation or gender identity.

Wesley discusses: 

  • Her journey to becoming an author and the evolution of her relationship with her children
  • The lessons she learned from sending her son to rehab and her advice to other parents
  • Why she wrote When Your Child Is Gay: What You Need to Know and what she learned in the process
  • Her message to other parents of children in the LGBTQ+ community
  • A sneak peek of the new project she’s working on to help parents who are looking to intervene with their child’s substance abuse
  • And more

 

Resources:

Connect with Tim Volk: 

Connect with Wesley Davidson: 

About our Guest: 

Wesley Davidson is a member of the American Society of Journalists and Authors and The Authors Guild. During the last few years, Wesley has concentrated her writing on the LGBTQ community. Wesley co-authored When Your Child Is Gay: What You Need To Know with psychiatrist Jonathan L. Tobkes, M.D. Wesley’s popular blog Straight Parent, LGBT+ Kid gives tips for straight parents of LGBTQ children on how to deal with issues raising nonbinary children. Her book, When Your Child Is Gay: What You Need To Know was awarded the Pinnacle Book Achievement Award for best parenting book in 2017 by the National Association of Book Entrepreneurs. For parents of children with substance abuse disorders, Wesley also writes a monthly column for Psychology Today.com with addiction specialist Joseph Shrand, M.D. Wesley has contributed to websites such as gaynewspulse.com and gaynewsagenda.com as well as parenting magazines such as Adoptive Families, Family Fun, and American Baby, to name a few publications.

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Creating a Dream Family through Alternative Parenthood With Arden O’Connor (Ep. 5)

Creating a Dream Family through Alternative Parenthood With Arden O’Connor (Ep. 5)

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The journey to parenthood is filled with twists and turns, and it’s rarely an easy one. But for those who must take the path less traveled to create a baby, the journey can be even more challenging. Despite the obstacles, these individuals are determined to overcome adversity and build the family of their dreams.

In this episode, Tim Volk welcomes back Arden O’Connor to the podcast to share her inspiring story of building her own family. Unable to have children of her own, Arden has explored every option out there, overcoming obstacles at each step of the way.

Tim and Arden discuss more on: 

  • The exciting array of options available to individuals who are unable to conceive children naturally
  • The incredible advances in science that have opened up a world of possibilities for creating a family
  • Arden’s personal experience and unique perspective on navigating the surrogacy process
  • Gain valuable insights into why adoption may not be the right fit for everyone
  • And more!

Join us as we delve into the inspiring stories and uplifting journeys of those who have overcome obstacles to create the family of their dreams.

 

Connect with Tim Volk: 

Connect with Arden O’Connor: 

About our Guest: 

At the age of 25, Arden was diagnosed with Leukemia, leaving her unable to have children of her own. Knowing she wanted to become a mother, Arden set out on her journey of creating her family. 

Arden founded the O’Connor Professional Group to address the needs of families and individuals struggling with various behavioral health issues, including addiction, mental health disorders, eating disorders, learning, and other developmental challenges. With several relatives in recovery, Arden is passionate about helping families and individuals navigate the highly fragmented treatment system in a way that creates positive outcomes and allows families to heal. 

Arden is a graduate of Harvard College and Harvard Business School. She remains heavily involved in community activities, as a board member of Winsor School Corporation, Collaboration for Family Flourishing, and Massachusetts Association of Mental Health. Previously, she served as a board member for the Justice Resource Institute (former chair), C4 Recovery Solutions, Attorneys for Family Held Enterprises, Harvard Club of Boston, Victory Programs, and Harvard Business School Alumni Association of Boston.

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Aging With Dignity as an LGBTQ+ Person with Arden O’Connor and Sam Van Kalkeren (Ep. 4)

Aging With Dignity as an LGBTQ+ Person with Arden O’Connor and Sam Van Kalkeren (Ep. 4)

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How does aging affect the LGBTQ+ community and what can we do to help them age with dignity?

In this episode, Tim Volk speaks with Arden O’Connor and Sam Van Kalkeren, MSN, RN, CDP, CADDCT about the challenges of aging with dignity for individuals in the LGBTQ+ community. Arden and Sam discuss the challenges faced by aging LGBTQ+ individuals, highlight the lack of education among care providers and the public about these issues, and emphasize the need for senior living communities to invest in staff education around culturally competent care for the LGBTQ+ community and to be more inclusive and safer for their LGBTQ+ residents.

Arden and Sam’s key takeaways: 

  • The public and care providers need more education about the issues facing aging members of the LGBTQ+ community.
  • Senior living communities need to invest in staff education around culturally competent care for the LGBTQ+ community.
  • Senior living communities need to be more inclusive and safer for their LGBTQ+ residents.
  • Senior communities should have zero-tolerance policies for harassment and discrimination against anyone.
  • States need more legislation protecting LGBTQ+ individuals from being denied culturally competent care, especially from organizations or communities that accept government funding.
  • Like their heterosexual counterparts, LGBTQ+ individuals need support in planning for their future and understanding the costs.
  • Why it’s so important for LGBTQ+ members to have all their legal affairs in order and up to date to ensure their wishes are respected.
  • And more

 

Resources:

Connect with Tim Volk: 

Connect with Arden O’Connor and Sam Van Kalkeren: 

About our Guests: 

Arden O’Connor founded the O’Connor Professional Group to address the needs of families and individuals struggling with various behavioral health issues, including addiction, mental health disorders, eating disorders, learning, and other developmental challenges. With several relatives in recovery, Arden is passionate about helping families and individuals navigate the highly fragmented treatment system in a way that creates positive outcomes and allows families to heal. Arden is a graduate of Harvard College and Harvard Business School. She remains heavily involved in community activities, as a board member of Winsor School Corporation, Collaboration for Family Flourishing, and Massachusetts Association of Mental Health. Previously, she served as a board member for the Justice Resource Institute (former chair), C4 Recovery Solutions, Attorneys for Family Held Enterprises, Harvard Club of Boston, Victory Programs, and Harvard Business School Alumni Association of Boston.

Sam Van Kalkeren, MSN, RN, CDP, CADDCT is OPG’s Director of Aging Services. He has been working as a psychiatric RN since 2012 and is a Certified Alzheimer’s Disease and Dementia Care Trainer and a Certified Dementia Practitioner through the National Council of Certified Dementia Practitioners. Sam has worked with all age populations, from pediatrics to geriatrics, suffering from mental illness. He has experience working with clients suffering from substance use and co-occurring disorders, complex mental health diagnoses, neurocognitive disorders, and personality disorders. Most of his nursing career has been in the inpatient psychiatric setting. Sam joined OPG from Tufts Medical Center in Boston, Massachusetts, where he was the Clinical Nurse Director for the inpatient psychiatric department. Prior to Tufts, he was the Patient Care Director for the geriatric and adult inpatient psychiatric units at Carney Hospital, in Dorchester, Massachusetts. Sam received his Master of Science in Nursing degree, specializing in Leadership and Management, from Aspen University. He also has a Bachelor of Arts degree in International Affairs, from Florida State University. Sam has a passion for teamwork and helping others. He is dedicated to delivering high-quality care and superior service. Sam enjoys traveling the globe with his husband, cooking, CrossFit, and playing with his two dogs Max and Beertje.

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