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Trusted Advisor Podcast Series
The Heritage Institute
49 episodes
1 month ago
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations. 
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Careers
Business,
Investing,
Management
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All content for Trusted Advisor Podcast Series is the property of The Heritage Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations. 
Show more...
Careers
Business,
Investing,
Management
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Episode 46: Awaken Your Story-Wealth, Worth, and the Human Experience
Trusted Advisor Podcast Series
1 month ago
Episode 46: Awaken Your Story-Wealth, Worth, and the Human Experience
Rod Zeeb and Caleb Breakey explore the power of honest storytelling as a pathway to healing multigenerational wounds, showing how transforming painful memories into tools for legacy—rather than sources of shame—can reshape family narratives. By facing the past with truth and compassion, we create space for the rising generation to reclaim their voice and write their own story with freedom, strength, and purpose.
Trusted Advisor Podcast Series
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.