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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 48: Trust Without Training: Why Beneficiaries Pay the Price
Trusted Advisor Podcast Series
1 month ago
Episode 48: Trust Without Training: Why Beneficiaries Pay the Price
Trusts are meant to protect families, but what happens when the trustee isn’t trained to carry out the role? Rod Zeeb and Jennifer McCloskey dive into the hidden pitfalls beneficiaries face when trustees lack formal education and the skills to truly serve. We explore why the education gap exists, the human costs of unprepared trustees, and how real trustee education—grounded not only in law and tax, but also in empathy, communication, and listening—can transform outcomes for families.
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.