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Beyond The Balance Sheet Podcast

Nov 30, 2022

In this revisited episode of Beyond the Balance sheet, Dorothy discusses her experience as the mother of a child with ADHD and Bipolar Disorder which led to her interest in educating other families touched by these issues. She speaks about the journey of getting multiple opinions for her daughter’s diagnosis and...


Nov 23, 2022

In this week’s revisited episode of Beyond the Balance Sheet, we are joined by Jay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO. Signet helps students and parents develop skills they will need to overcome challenges and empower students to make successful decisions...


Nov 16, 2022

When a patient finds out they are terminally ill, with less than six months to live, they may choose Medical Aid in Dying in certain states. Today, Dr. Robin Plumer talks to us about what Medical Aid in Dying is and how patients decide to pursue it. Dr. Robin Plumer says her job is like “a midwife to dying.”...


Nov 9, 2022

In this revisited episode of Beyond the Balance Sheet, Naz discusses some of the most memorable family systems she has seen in her career. Worthy Circles works with many affluent families; Naz explains how they give professional recommendations to their families. Tune in as we talk about the needs of advisors during...


Nov 2, 2022

In this revisited episode of Beyond the Balance Sheet, we are joined by Jennifer Risher, author of “We Need to Talk: A Memoir About Wealth,” who tells her story and explores the impact of wealth on identity, relationships, and sense of place in the world. Jennifer discusses her journey and the inspiration behind her...