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Recent Episodes
Creating the Body You Want to Inhabit (Ep. 23)
You have a body to live in, but what you do with it can make the difference in the person you are. In this episode, Tim Volk talks about his personal fitness journey, sharing how his dedication to balanced physical, mental, and spiritual wellness has empowered him. From childhood struggles and body image issues to discovering the empowering effects of fitness, meditation, and mental health therapy, Tim’s story is richly insightful. You’ll hear about his experiences with gym workouts, meditative practices, and emotional self-improvement, providing a comprehensive look at building the life you wish to inhabit. Tim shares: His early struggles with body image and self-esteem Why achieving balance among body, mind, and spirit is key to personal wellness How emotional well-being and therapy have played a crucial role in his transformation How dedication and consistency in fitness and wellness routines lead to empowerment and transformation The significance of mentors and community support in his journey And more Resources: Amazon Prime Video: Legally Blonde Connect with Tim Volk: T. Volk & Company LinkedIn: T. Volk & Company LinkedIn: Tim Volk tim.volk@tvolkco.com Phone: 312-636-5855
Inclusive Wealth Strategies: Alignment & Communication in Multi-Generational Wealth (Ep. 22)
Navigating family wealth isn’t just about numbers; it’s about ensuring every voice is heard and valued within your family legacy. Discover how inclusivity shapes wealth management, unlocking new paths for financial well-being. In this episode, Tim Volk talks about successfully managing the five capitals of family wealth. Through an inclusive lens, learn how addressing human, intellectual, social, spiritual, and financial capital can lead to a flourishing family legacy. This episode is a treasure trove for anyone eager to blend traditional wealth management with the nuanced needs of diverse family structures. Tim discusses: The role inclusion plays in the 5 capitals that are essential for a thriving family legacy The pivotal role of inclusivity in modern wealth management Stories and anecdotes highlighting the importance of adapting family wealth strategies to include diverse perspectives How to enhance emotional intelligence among wealth advisors to better serve family dynamics And more Tune in now for valuable insights into creating a legacy that truly represents the richness of your family’s diverse tapestry. Resources: Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21) Your Relationship With Money Part 2: Redefining Success with Jill Shipley (Ep. 10) Your Relationship With Money Part 1: Scarcity & Abundance with Jill Shipley (Ep. 9) Connect with Tim Volk: T. Volk & Company LinkedIn: T. Volk & Company LinkedIn: Tim Volk tim.volk@tvolkco.com Phone: 312-636-5855
Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21)
Are you navigating the complexities of wealth and love? Dive into a captivating exploration with The Rainbow Bull as Tim Volk, Kristen Olivieri, Editor at Crain Currency, and Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer at Ballentine Partners, LLC, unravel the intriguing dynamics of relationships when wealth is in play. Discover insights and anecdotes that challenge and inspire, making each episode a must-listen journey through the intersections of heart, wealth, and personal growth. The trio unfurls a tapestry of topics crucial for those entwined in the world of wealth and relationships, including: The unique dynamics and considerations when dating across different wealth backgrounds How values, family, and personal identity interact with financial abundance in relationships Strategies for managing and discussing wealth within a partnership, ensuring transparency and understanding The impact of wealth on personal development, self-perception, and the quest for authenticity in love Tune in for an enriching conversation that promises to deepen your understanding of love, legacy, and financial wisdom through the lens of diverse, enriching experiences. Resources: Living Healthy, Wealthy & Wise: Navigating three stages of life and multigenerational wealth by Coventry Edwards-Pitt The White Lotus My Big Fat Greek Wedding 3 Love is Blind The Bachelor Connect with Tim Volk: T. Volk & Company LinkedIn: T. Volk & Company LinkedIn: Tim Volk tim.volk@tvolkco.com Phone: 312-636-5855 Connect with Kristen Oliveri: Crain Currency LinkedIn: Crain Currency LinkedIn: Kristen Oliveri Instagram: Kristen Oliveri Connect with Coventry Edwards-Pitt: Ballentine Partners Healthy Wealthy Wise Collection LinkedIn: Coventry Edwards-Pitt covie@healthywealthywisecollection.com About our Guests: Kristen Oliveri Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events. Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics. Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva. Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries. Coventry Edwards-Pitt Recognized as one of the “Top 50 Most Influential Women in Private Wealth” and one of the “Top 50 Women in Wealth Management,” Covie is a Partner and the Chief Creative Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 19 years ago. Covie was pre-med in college, and was drawn to the wealth management industry by her desire to help people–to help them navigate a complex, noisy, often conflicted financial world and implement strategies that weren’t just financially sophisticated but also emotionally relevant. Covie is the author of the Healthy, Wealthy & Wise Collection, a three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid wealth, the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy, and the third, Engaged Healthy, Wealthy & Wise (2023), offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path. Covie’s books live at the intersection of heart and wealth. She has spoken at over 150 events for wealth-owning families and their advisors and consults to individuals about how to implement the books’ strategies in their own families. She lives in the Boston area with her husband and daughter.
Why Inclusive Families Flourish (Ep. 20)
Ever wondered how to create a flourishing family legacy that stands the test of time? In this episode, Tim talks about inclusion within family legacies and financial advising. He dives into the importance of inclusion within families and businesses, sharing personal anecdotes and insights on how to navigate inclusion challenges and foster unity. He discusses the need to address diversity, equity, and inclusion from an inclusion-first perspective, drawing on experiences from different family dynamics and societal influences. Tim discusses: The significance of starting conversations around love and acceptance within families to promote inclusivity The role of all five capitals – human, intellectual, social, spiritual, and financial – in supporting a flourishing family legacy Challenges faced by families in promoting inclusion and acceptance across generations in the face of societal norms The impact of inclusive practices in the financial and wealth management industry on client retention and business success And more Resources: Family: The Compact Among Generations by James E. Hughes Crazy Rich Asians – Official Trailer My Big Fat Greek Wedding – Official Trailer Connect with Tim Volk: T. Volk & Company LinkedIn: T. Volk & Company LinkedIn: Tim Volk tim.volk@tvolkco.com Phone: 312-636-5855
How Do We Know If We Are Doing Good? Measuring Our Impact and Success With Rob Kaufold (Ep. 19)
How do you know if your philanthropic gifts are actually doing good for the community you’re giving to? How can we measure the success of our impact? Today, Tim Volk and Rob Kaufold, Arlington Family Offices’ Director of Philanthropic Services, continue their conversation about philanthropic giving with a focus on making our donations matter. They discuss the importance of understanding the impact versus the scale of philanthropic efforts, the role of donor-advised funds, and various giving structures like private foundations and charitable trusts. Emphasizing the need for alignment between philanthropic tools and goals, they encourage you to find your passion for giving and to collaborate with charitable organizations. Tim and Rob discuss: Importance of building trust with organizations in philanthropy Measuring the success of your philanthropic impact Understanding the distinction between impact and scale in philanthropy Different structures for charitable giving and philanthropy And more Resources: The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18) Your Relationship With Money Part 1: Scarcity & Abundance With Jill Shipley (Ep. 9) Your Relationship With Money Part 2: Redefining Success With Jill Shipley (Ep. 10) A Hope for Family Philanthropy by Rob Kaufold Five Life Stages of Nonprofit Organizations – Judith Sharken Simon (2001) Giving Done Right – Phil Buchanan Helping: How to Offer, Give, and Receive Help – Edgar H. Shein Family Philanthropy Navigator – Vogel, Eichenberger, and Kurak The Purpose of Capital – Jed Emerson Connect with Tim Volk: T. Volk & Company LinkedIn: T. Volk & Company LinkedIn: Tim Volk tim.volk@tvolkco.com Phone: 312-636-5855 Connect with Rob Kaufold: WebsiteArlington Family Offices LinkedIn: Rob Kaufold rek@arlington.com Phone: 203-554-9077 About our Guest: Rob Kaufold is Director of Philanthropic Services for Arlington Partners, a multi-client family office. He brings advanced knowledge of philanthropic strategy, extensive experience in trust and family office management, and has nearly 30 years of experience in financial management and accounting. Rob’s career has been defined by his work to connect the expertise of the family office world to philanthropy. He began his career as a CPA in the fields of accounting and finance in the insurance industry and joined a family office in 2006 as the Controller of Marshall Street Management, LLC. He recently served as Executive Director of the Hemera Foundation and President and Chief Risk Officer for Cauldera, LLC from 2011 to 2023. Rob is a CPA, holds a bachelor’s degree in accounting from Providence College in Rhode Island and a master’s degree in philanthropic studies from the Lilly School of Philanthropy at Indiana University. He and his family live in Broomfield, where you will find them on nightly walks around Broomfield Commons with their pup.
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