“I think you have to accept that failure is going to happen.” – David Mawhinney We follow David Mawhinney on his life journey from economics major to CPA to chef to sauce purveyor and now founder and CEO of the high-end children’s furniture company Franklin+Emily.
“Can we help manage health and wellbeing simply by managing our finances better?” – Bryce Skaff Our guest this week is Bryce Skaff, co-head of the Global Client Group at Dimensional Fund Advisors. Bryce has a keen understanding of how stress affects our lives both emotionally and financially.
“Money can be connected, perhaps unfortunately, with ‘someone loved me or someone didn’t love me.’” – Linda Davis Taylor This week on true WELLth, we explore the intersection of gender, wellbeing, and wealth with Linda Davis Taylor, who draws on her experience working in academia, philanthropy, and the financial sectior.
“I realized that for the first time in my type A, get stuff done, achieving life, I wanted to hit pause.” – Sunil Arora Sunil Arora is a professional coach who helps CEOs, founders, and senior executives navigate leadership challenges, entrepreneurs start a new business, and individuals transition professionally. He draws on lessons from his […]
“I hate the cliche ‘life isn’t a dress rehearsal,’ but that’s honestly what I realized.” – Manisha Thakor This week on true WELLth, we turn the mic on our host. Manisha Thakor walks us through her own wellness pivot as she heads into retirement. Reflecting on her experience on Wall Street, as a leading fund […]
“In certain circles, everyone has a side hustle. And they don’t hide it from their employer.” – Marci Alboher The traditional 9-to-5 work life is a relic of the past. In recent years, Americans young and old have taken up creative work, passion projects, side gigs, and volunteering, not to mention family care, alongside their […]
“What are we trying to get done? And how, when, and where do we do that best?” – Cali Yost As recently as 15 years ago, the thought of “working from home” conjured up thoughts of slacking off and goofing around. Considered a luxurious perk, and one to be granted only under the most extreme […]
“I find myself extremely fortunate to have suffered what I did but still be able to do what I’m doing now.” – Sharon Epperson In the financial advisory community, we talk constantly about preparing your finances for the unexpected. But that often feels esoteric. In September 2016, our guest, CNBC personal finance correspondent Sharon Epperson, […]
“Over the long arc of history, when capitalism has overshot and underdelivered, it’s often as a result of pining oneself to a growth imperative that is overly narrowly defined.” – Katherine Collins Interested in what constitutes healthy growth, the benefits of high failure rates, and what nature can teach us about becoming better investors? Katherine […]
“To me, the American Dream shouldn’t be a one size fits all. It should be a find the size that fits you … and use money as a tool to help facilitate that.” – Dr. Billy Hensley “Why don’t we require a financial literacy class in all high schools?” Many parents—and young adults—have asked that […]