Episode 8

Sportscar or Honda Civic? Empowering the Rising Gen

Purpose of Wealth Podcast

About the episode

Great wealth casts a long shadow for those who have it.

You might not think so, but for those who have it, great wealth casts a looonnng shadow. Society heaps praise on the wealth creators, but the inheritors are often seen as people who “got lucky” by birth. This next generation frets it’s selfish and privileged to talk about their struggles.

In this episode, we meet someone who knows just what that’s like.

Someone who knows how to navigate these challenges, and who embraces the positive power of wealth.

Along the way, we’ll discover why pursuing personal aspirations is an important step toward a family’s Purpose of Wealth.

Join Narelle Hooper as she speaks with Kristin Keffeler, Chief Learning Officer at the Denver-based Johnson Financial Group, and Brad Simmons, Head of South Australia, Mutual Trust.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au – or email us at purposeofwealth@mutualtrust.com.au

Featuring

Narelle Hoope - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Kristin Keffeler - Guest

Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category.

Brad Simmons - Guest
Partner, Head of South Australia

Brad is passionate about helping families meet the challenges of managing wealth across generations. Having worked within a Single Family Office and Australia’s largest Multi-Family Office, Brad brings a unique perspective on family wealth.