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Wealth of Wisdom

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Tom McCullough

Welcome to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, ‘Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask’ written by Tom and his co-author Keith Whitaker. The book features insights from more than 50 of the world’s top thinkers and practitioners in the family wealth field and each podcast episode features an interview with a different contributor to the book.

#100

Assessing Your Family's Financial and Family Management Needs

In this episode of the Wealth of Wisdom podcast series, Keith Whitaker speaks with Scott H... more

27 Jan 2025

51 MINS

51:09

27 Jan 2025

#99

Enhancing Family Wealth Conversations

In this episode of the Wealth of Wisdom podcast series, Tom McCullough interviews co-autho... more

14 Jan 2025

57 MINS

57:16

14 Jan 2025

#98

Achieving New Insights and Possibilities through Generative Dialogue

In this episode, Michelle Osry discusses how she used Otto Scharmer's Generative Dialogue ... more

04 Nov 2024

49 MINS

49:32

04 Nov 2024

#97

Learning From Your Money History and Writing a New Story

In this insightful chapter of the Wealth of Wisdom podcast, Jill Shipley delves into the i... more

12 Aug 2024

42 MINS

42:16

12 Aug 2024

#96

How Powerful Are Your Questions?

In this episode, Tom McCullough, and Ian McDermott explore the incredible power of questio... more

30 Jul 2024

55 MINS

55:58

30 Jul 2024

#95

Helping Families Move Up the Philanthropic Curve

In this podcast episode, Leslie Pine explores the world of family philanthropy and introdu... more

16 Jul 2024

39 MINS

39:51

16 Jul 2024

#94

Is Your Infrastructure Resilient?

In this episode, Natasha Pearl highlights the importance of personal and administrative in... more

11 Jun 2024

48 MINS

48:12

11 Jun 2024

#93

Developing a Family Wealth Education Plan

In this episode, we delve into Dr. Kirby Rosplock's insights on developing a family wealth... more

31 May 2024

39 MINS

39:31

31 May 2024

#92

Finding an Advisor Who Will Help Your Family Thrive for Generations

In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the ... more

24 Apr 2024

41 MINS

41:45

24 Apr 2024

#91

Democratizing Family Decision-Making

In this engaging podcast episode, co-host Keith Whitaker and Barbara Hauser explore the co... more

03 Apr 2024

42 MINS

42:58

03 Apr 2024

#90

Expectations versus Agreements

In this thought-provoking podcast episode, co-host Tom McCullough talks with Stephanie Har... more

21 Mar 2024

47 MINS

47:50

21 Mar 2024

#89

Creating Internal Controls and Policy and Procedures for a Family Office

Does the best thief make the best guardian? Where are the potentials for fraud in your fam... more

31 Jan 2024

45 MINS

45:04

31 Jan 2024

#88

Making Better Decisions by Telling Stories That Have “Already Happened”

In this episode, join Stacy Allred as she shares insights on making better decisions by le... more

15 Jan 2024

39 MINS

39:19

15 Jan 2024

#87

Understanding Advisors' Fees

In this episode, Mark Pletts encourages families to understand the costs associated with f... more

05 Dec 2023

38 MINS

38:06

05 Dec 2023

#86

Creating an Ethical Will

Join us for a thought-provoking episode as we explore the concept of ethical wills with Sc... more

21 Nov 2023

38 MINS

38:23

21 Nov 2023

#85

Practical Tools for Building Healthy Families

In this week's episode, Keith Whitaker and Christian Stewart explore practical tools for b... more

07 Nov 2023

42 MINS

42:20

07 Nov 2023

#84

Hats Off to You!

Join us for a fascinating exploration of family roles and responsibilities in a family ent... more

25 Oct 2023

42 MINS

42:10

25 Oct 2023

#83

Finding a Philanthropic Focus and Integrating the Rising Generation Perspective

In this week’s episode, Keith Whitaker talks with Etienne Eichenberger and Malgorzata Smul... more

02 Oct 2023

43 MINS

43:50

02 Oct 2023

#82

Understanding Identity and Social Power

In this week’s episode, Tom McCullough talks with Kofi Hope and Zahra Ebrahim about the Id... more

26 Sep 2023

56 MINS

56:05

26 Sep 2023

#81

Stages of Wealth Integration

In this episode, Keith Whitaker and Courtney Pullen discuss the "Stages of Wealth Integrat... more

18 Sep 2023

40 MINS

40:42

18 Sep 2023

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#100

Assessing Your Family's Financial and Family Management Needs

#99

Enhancing Family Wealth Conversations

#98

Achieving New Insights and Possibilities through Generative Dialogue

#97

Learning From Your Money History and Writing a New Story

#96

How Powerful Are Your Questions?

#95

Helping Families Move Up the Philanthropic Curve

#94

Is Your Infrastructure Resilient?

#93

Developing a Family Wealth Education Plan

#92

Finding an Advisor Who Will Help Your Family Thrive for Generations

#91

Democratizing Family Decision-Making

#90

Expectations versus Agreements

#89

Creating Internal Controls and Policy and Procedures for a Family Office

#88

Making Better Decisions by Telling Stories That Have “Already Happened”

#87

Understanding Advisors' Fees

#86

Creating an Ethical Will

#85

Practical Tools for Building Healthy Families

#84

Hats Off to You!

#83

Finding a Philanthropic Focus and Integrating the Rising Generation Perspective

#82

Understanding Identity and Social Power

#81

Stages of Wealth Integration