Month: June 2021
Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer

Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer

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In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Barbara Archer, managing director and partner at Hightower. David and Barbara speak about Barbra’s story of researching, purchasing and preserving art that can be shared with the world.

Today’s celebrity example begins with Lilly Pulitzer. Lilly quickly grew to fame through her fashion and bright coloured designs. But, an individual so often forgotten in Lilly’s story is Suzie Zuzek. Suzie, the artist behind the designs was once never recognized, but that has recently changed. Our guest shares the story of finding Suzie’s designs and the work it took to have them displayed in the Cooper Hewitt Smithsonian Design Museum. We use this example to understand the steps it takes to preserve collectibles. 

Barbara discusses:

  • Her role in getting Suzie Zuzek’s designs into the Cooper Hewitt Smithsonian Design Museum
  • How advisors should handle the situation of clients wishing to invest in collectibles
  • The hidden costs associated with investing in collectibles
  • And more

Connect With Barbara Archer:

Connect With David Lenok:

About Our Guest:

Barbara C. Archer is a consummate entrepreneur who sees her clients’ world through a creative financial lens. As a Managing Director and Partner of Hightower Wealth Advisors | St. Louis, she and the team are resourceful problem solvers who deliver valuable advice and investment guidance.
Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

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In this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money.

Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It was Buffett’s relationship with money that got him here – the idea that the wealthy have the duty to help fix the ills of society. We use Buffett to understand the common money scripts and how advisors should be identifying them within their clients. 

Rick discusses:

  • What exactly a money script is and how they are formed
  • The four main categories money scripts fall into
  • How advisors could identify their client’s beliefs and behaviours around money
  • How to address and change negative money scripts
  • And more

Resources:

Connect With Rick Kahler:

Connect With David Lenok:

About Our Guest:

His firm, specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele. Rick specializes in investment advising and financial planning services for business owners, professionals, and retirees.