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Beyond The Balance Sheet Podcast

Mar 29, 2023

Elizabeth Kelley, a criminal defense lawyer and editor of the book, Representing People with Dementia, A Practical Guide for Criminal Defense Lawyers, is our guest today. Elizabeth has her finger on the pulse of what is happening with people who commit crimes and have mental health issues. Unfortunately, the statistics...


Mar 22, 2023

Cynthia Haddad is the co-author of the book The Special Needs Planning Guide.  When it was published, it was a one-of-a-kind book advising family members of a disabled person on how to do estate planning. In addition, she discusses government benefits, non-profit agencies, public education entitlement, and other helpful...


Mar 15, 2023

Alexander (Alex) Brown is the Founder & Principal of Recover Hospitality. Alex’s consulting and travel agency is dedicated to assisting individuals who struggle with mental health and addiction. Traveling to places associated with past substance use can be a trigger for individuals in recovery. Alex discusses planning...


Mar 8, 2023

Dr. Emeran Mayer is a Gastroenterologist, Neuroscientist, and Distinguished Research Professor at the David Geffen School of Medicine. Today he discusses bidirectional communication within the brain-gut microbiome system. The data Dr. Mayer presents is critical to understanding how the gut and the brain are...


Mar 1, 2023

Bob Weinhold is a coach who works with affluent families. He assists them in transitioning the family business from one generation to the next. Bob also describes the obstacles both generations face that can hinder an effective transition. He discusses coachability, leadership, communication, and roadblocks to success....