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Podcast: Beyond the Crucible
Episode: Preventing Money from Becoming Your Identity: Kristin Keffeler #164
Description: Helping people develop a right relationship with money, particularly the younger generations in families of wealth and influence, is the unique focus of the work done by this week’s guest, Kristin Keffeler. As a leading practitioner of family wealth advising called Wealth 360, she supports families of significant means in doing what she calls the “inner work” of money. It’s not just about managing portfolios, but developing a healthy life identity around the dollar signs. This may be the most personal episode we’ve yet done from Warwick’s perspective, given his history as the 5th generation heir to a multibillio...