The Sudden Wealth Podcast

Latest Episodes:

The Key Elements Of A Successful Wealth Transfer Sep 09, 2021

Show notes

Today we’re talking to Lori Coonen. Lori is a Family Legacy Coach and Heritage Design Professional. She has worked with families for over 20 years. And serves individuals and families who desire to keep their family strong and in harmony. Lori helps to connect generations, enhance communication and leadership skills, provide opportunities to identify common values and purpose within the family, and creates systematic intentional traditions for successful family wealth transitions.
She is the co-author of the book called unPrepared: Heirs at Risk.
www.livingmylegacyusa.com
Lori@LivingMyLegacyUSA.com
920-493-2589
Go to Twitter @SuddenWealthLaw, and send us a message with topics you would like us to discuss.

I Inherited Money At Age 20 And Gave It All Away Sep 03, 2021

Show notes

Today we’re talking to an academically trained philosopher who inherited money and gave it all away. Jeremy Sherman describes himself as a science researcher and writer on the origins of life, human nature, and total jerks.
He is the author of Neither Ghost Nor Machine: The Emergence of Nature and Selves.
Go to Twitter @SuddenWealthLaw to answer the question of the week:
What Is Your Purpose In Life?

Keep Your Wealth in the Family with Legacy Planning Aug 25, 2021

Show notes

Today we’re talking to Cindy Arledge, who is the author of four best-selling books:

· Curse of Inheritance

· Cracking the Inheritance Code

· The Legacy Family Way, and

· My Camino, My Life
www.cindyarledge.com

Cindy teaches that Legacy Planning is the secret to keeping your wealth in the family. She believes the best way to help people is by working with them where they are to discover and implement a plan to quickly impact their lives now and secure their family’s long-term future.
Go to Twitter @SuddenWealthLaw to answer the question of the week:

What crucial conversation with your parents or adult children have you been putting off? And what has stopped you from starting the conversation?

Overcoming Imposter Syndrome Jul 29, 2021

Show notes

Today we’re going to talk about Imposter Syndrome. I recently ran across Tara Halliday, a holistic therapist and coach for over 21 years. She is a specialist in imposter syndrome and author of Amazon #1 bestseller 'Unmasking: The Coach's Guide to Imposter Syndrome' as well as the creator of the Inner Success 8-week program for execs to eliminate imposter syndrome and get back to being great.
Curious to learn more about imposter syndrome and how it might affect you? Take this free imposter syndrome quiz and get your personalized report at www.completesuccess.co.uk.

Healing Your Relationship With Money Jul 29, 2021

Show notes

In this podcast, we talk to Morgana Rae, who is regarded to be the world’s #1 authority on relationships with money. Her groundbreaking approach to love-centered wealth building has featured her on The Wall Street Journal, Yahoo Finance, all the major television networks, Coast to Coast Radio and hundreds more. Morgana’s fans call her the “Money Goddess” because of the many documented stories of clients manifesting unexpected income of hundreds, thousands, tens of thousands, hundreds of thousands, even over a million dollars within hours of changing their relationship with money. A pioneer in personal development for over 27 years, Morgana writes, speaks, and coaches from a desire to empower idealistic entrepreneurs, artists, healers, and humanitarians to have a big impact in the world… and to heal the rift between heart, spirit, and money.
To see what your relationship is with money, head to www.doesmoneyloveyou.com for a self-assessment. For access to more of Morgana's content, please visit her website at www.morganarae.com.

Ending Generational Poverty Through Entrepreneurship Jul 19, 2021

Show notes

In this podcast, Mike Zolno and I talk to economist and entrepreneur John Meese about generational poverty and how entrepreneurship is the best way to generate wealth from scratch.

Integrity and Honesty: Teaching Your Children Their Inheritance Story Jun 07, 2021

Show notes

In this podcast, we continue our conversation with Stacy Derby about the importance of sharing family stories to help families with legacy wealth transfer. Mike Zolno, my legal assistant Alexandra, Stacy and I talk about MY personal story with Sudden Wealth and why it is important to teach our children with integrity and honesty when bringing them into the inheritance discussion.

Estate Planning: Equity vs. Equality May 13, 2021

Show notes

In this podcast, family business advisor Mike Zolno, my legal assistant Alexandra and I discuss the differences between equity and equality in estate planning. Or at least that’s how I started the conversation.

Donor Advised Funds and Selling a Business May 12, 2021

Show notes

In this podcast, we talked to Tiffany House, who calls herself a concierge for helping wealthy business owners going through transitions such as the sale of a business.

Legacies Through Storytelling May 12, 2021

Show notes

In this podcast, we talked to Stacy Derby of Bind These Words who helps families write their stories. She works to preserve family legacies by creating unique coffee table books that help facilitate wealth transfer between generations.

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