Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer

Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer

David Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, the legendary …

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Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher

Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher

In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Christopher Melcher, partner at Walzer Melcher LLP where they focus on complex family law litigation and premarital agreements of high net worth individuals. Today’s celebrity example is Jack Cassidy; an American actor and singer known for his works in theatre, tv and film.  …

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Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman

Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman

In this episode, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only estate documentation …

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Ep 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner

Ep 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Brian Weiner, Founder and Managing Partner of Audent Family Wealth Advisors. As managing partner, Brian leads the family offices service program, CIO Platform and next generation education program. This episode focuses on world famous singer/songwriter, dancer, and the king of pop himself Michael Jackson. …

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Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin

Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin

Today, David Lenok, senior editor at WealthManagement.com, is joined by Amanda Koplin, LPC, a mental health entrepreneur who is the founder and CEO of Koplin Consulting. This episode focuses on legendary comedic actor Robin Williams’ tragic suicide and the shocking, unspoken truth about male suicide statistics. Notably, the victims –– namely middle-aged white men –– …

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Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles

Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles

In this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firm’s Palm Beach office. Today’s celebrity example is Tom Carvel, the creator of soft serve ice cream and one of the founding fathers of the franchise system in America.  Thinking he was …

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Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman

Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management.  The celebrity examples in this episode are Ric Ocasek and his third wife, Paulina Porizkova. Ric Ocasek was an American musician who was most well known as the co-lead vocalist, rhythm guitarist, and songwriter for the …

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Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen

Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen

In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Vivian Lee Thoreen of Holland & Knight.   The celebrity example in this episode is Richard Pryor, an American actor, writer, and one of the most influential standup comedians of all time. Richard was married five times and fathered seven children from six …

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Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua

Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua

In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Jacqueline Bevilaqua, a tax, trust and estates associate at Katzy Korins.   The celebrity example in this episode is actor Chadwick Boseman, who was best known for portraying heroes, specifically Black heroes, in films, such as “42,” “Get On Up,” “Marshall,” and, of …

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Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit

Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit

In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss the perfection that was Luke Perry’s estate and funeral plan.   American actor and teen idol, Luke Perry, was best known as “bad boy” Dylan Mckay on the TV series Beverly Hills, 90210. When …

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