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Trusted Advisor Podcast Series
The Heritage Institute
51 episodes
1 month ago
Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen resilience and connection across generations.
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Careers
Business,
Investing,
Management
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Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen resilience and connection across generations.
Show more...
Careers
Business,
Investing,
Management
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EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
Trusted Advisor Podcast Series
2 years ago
EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.
Trusted Advisor Podcast Series
Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen resilience and connection across generations.