Aug 143 min readPodcastHow to Run a Successful Multigenerational Family Business with Bard Manufacturing - Price Discovery: Money & Mindset #8The owners of Bard manufacturing discuss how to run a successful multi-generational family business.
Jul 313 min readVideoFinancial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services - Price Discovery: Money & Mindset #7Jordan sits down with Dr. Moira Somers, a financial psychologist specializing in how money is tied to emotion and affects decision-making.
Jul 243 min readPodcastCharitable Remainder Trusts with Dan Nigito, American Philanthropic Advisors - Price Discovery: Money & Mindset #6Din Nigito discusses charitable remainder trusts as a tax planning tool.