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Beyond The Balance Sheet Podcast

Jan 25, 2023

In this revisited episode of Beyond the Balance Sheet, Kitty speaks out to share her story and help fight the stigma surrounding mental illness. She hopes families and clinicians will invest more research and awareness around symptoms and effective treatment methods. First, Kitty opens up about her struggles with...


Jan 18, 2023

In this revisited episode of Beyond the Balance Sheet, Dr. Craig Heacock joins us. He is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. First, Dr. Heacock gives us a brief history of ketamine from the last...


Jan 11, 2023

Luke Jernagan, an ordained priest in the Episcopal Church and Director of Family Learning at the Matter Family Office, passionately shares the value of counseling for wealthy multigenerational business owners and their families. The problems facing any family are complicated; however, the issues can escalate when wealth...


Jan 4, 2023

In this revisited episode of Beyond the Balance Sheet, we are joined by Thayer Cheatham Willis, an internationally acclaimed author, educator, speaker, and leading authority in wealth counseling. Thayer shares insight on how her background helped inform the career she chose to pursue and the importance of wealth...