Family Dynamics and Impact of Wealth

Sally Sakin is a mother, a widow, and a seeker of wisdom. She has led a life of constant transition to adjust to the current needs and demands of her family and community.   While never intending for this to be her life path, Sally discovered and accepted that this was the way in which she could do the most good.

John A. Warnick is the founder of the Purposeful Planning Institute, which is a learning center for professionals interested in mastering the Purposeful Planning process of creating purposeful trusts. John A. is champion for families of wealth, and for all of us committed to supporting individuals and families in creating a fulfilling and healthy relationship with their heirs.

Jim Calaway, a self-made businessman and philanthropist. Jim has devoted the last 40 years of his life to philanthropy. Jim has challenged tradition ... from realizing that making money and spending it all on himself did not make him happy to making the difficult decision to leave all of his wealth for the common good instead of his children.  Microsoft's Bill Gates referred to Jim as the "Bill Gates of the Roaring Fork Valley."

Carla von Trapp Hunter is a third generation member of the von Trapp family who inspired the world-renowned musical, The Sound of Music. She is also a member of the Hazard family of Rhode Island. Carla and two of her cousins founded Celebrity Legacy, a speaking agency, consultancy, and media house, specializing in managing and sharing insights from notable legacies.

The parents of two then-twenty year olds came to us when it was time to begin talking about the family's wealth. As one son said, "This was the first time we had a serious conversation about money." Although our speaker has chosen to remain anonymous, his message is powerful about the far-reaching impact their family retreat has had on not only their family, but also the family business.

Charles Bantis, President of the Aspen Branch of First Western Trust, talks with us about his company's belief in the importance of exploring with their clients all the dimensions of wealth: from their relationships, experiences, spirit, as well as their finances. His stories touch on the impact Madoff had on many residents of Aspen to the influence a good Trustee can have on their beneficiaries.

Charlie Birch is an entrepreneur, a coach, a former dancer, and the co-founder of Rebel + Connect, which provides Custom Retreats for Your Remote Team.   FDIW Podcast

Molly Stranahan is a fourth generation heir of the Champion Spark Plug family. Molly believes her good fortune comes with the responsibility to use the gifts and resources she has been blessed with in this lifetime to leave the world a better place, with less suffering and more love and happiness.   FDIW Podcast

Meet your hostess! In this Introductory episode, get an idea of the topics, format and schedule for the Family Dynamics + Impact of Wealth podcast.   FDIW Podcast