Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
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The Soundbar is a podcast by Jabra about our ever-evolving relationship with productivity. With the help of guests who are all world leaders in the field working to shape the conversation, we’re looking at the future of work, how technology is impacting the way we live, and how we can optimize our time to make our lives better.
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Welcome to Crypto Convo. We're here to keep up to date on the latest news — from Web3 to NFTs, and from DeFi to DOGE.
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A podcast series brought to you by Global Managing Partner William Peake. Each month, William interviews an office managing partner discussing a broad range of topics from the personal to the professional, sharing insights shaped by their local experiences.
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Plugged In dives deep into the ever-evolving world of technology with a special emphasis on how it intersects with our daily lives, businesses, and the broader society. Guided by Mark Sephton, a globally renowned personal mentor to entrepreneurs and a passionate technophile, this podcast unravels the complexities of the tech world, offering listeners insights that are both profound and practical. With Mark’s rich experience, having interviewed over 4,500 individuals across various platforms, ...
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Cayman Currents: A Chat with our Cayman Islands Managing Partner Carolynn Vivian
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In the final episode of season one, William chats with Carolynn Vivian our Cayman Islands Office Managing Partner, about her career journey from Sydney to Cayman, including requalifying in Vancouver. Carolyn highlights the importance of staff development and Cayman’s role as a global financial centre. She also shares helpful advice for junior lawye…
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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
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Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…
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How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)
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In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle…
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Silk Roads and Statutes: Learn about our Shanghai Managing Partner Vicky Lord
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In this episode, Shanghai Managing Partner Vicky Lord reflects on her career path from criminal barrister in London to leading our Shanghai office. Vicky discusses the importance of teamwork and responsibility in managing a successful office and shares helpful advice for junior lawyers about always continuing to learn. She highlights the strategic …
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How Kids & Grandkids Influence YOUR Retirement Planning (Part 1)
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Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balanc…
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5 Financial Lies That May Be Holding You Back
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We’re all guilty of telling ourselves lies from time to time. But are you telling yourself financial lies? In this episode, Donna and Jim dive into some common financial lies that could be holding you back. Here are the points we discuss in today’s show: 0:00 – Intro 0:50 – The YOLO mentality 3:51 – Catching up after falling behind 5:48 – Cutting b…
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In the seventh episode of our Chat OMP podcast, William Peake interviews Pavlos Aristodemou, managing partner of our Cyprus office. Pavlos shares his unique journey at Harneys, including the evolution of the Cyprus office from a small boutique firm to an official Harneys location. He highlights the essential skills required to excel as a managing p…
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Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later on. In this episode, we’ll cover the key aspects of college financial plann…
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Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. Listen in as Donna, Jim, and Marc discuss the value of having a safety net, especially in a blended family, where both partners bring in assets and responsibilities from previous relationships. If you haven't given much thought to your ins…
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Luxembourg's legal lens: Our Luxembourg Managing Partner Vanessa Molloy's journey
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In the sixth episode of Chat OMP, William interviews Vanessa Molloy, managing partner of the Luxembourg office. Vanessa shares her 24-year career journey in Luxembourg, detailing the strategic evolution of the jurisdiction and its appeal to American and Asian investors. She highlights the importance of adding value to clients, the benefits of Luxem…
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When Is The Right Time To Talk Finance When Dating?
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Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious? Donna and Jim are here to sh…
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Mistakes When Choosing A Financial Advisor
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Choosing a financial advisor can feel daunting, especially when you're not sure what to look for or what questions to ask. In today’s episode, we’re going to cover some of the critical mistakes people make when they’re on the hunt for the perfect match. Listen in as Donna shares her personal experiences as a widow searching for a financial advisor …
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Stay-At-Home Parents: Balancing Family and Finances
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Donna and her husband, Jim, have both navigated the path of stay-at-home parenting and are no strangers to what it looks like to manage finances during family transitions. We’re excited to officially welcome Jim onto the podcast for the first time in today’s episode. Together, Donna and Jim will share their unique perspectives on the emotional and …
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Hong Kong Horizon: A conversation with Hong Kong Managing Partner Paul Sephton
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In this episode, Paul Sephton shares his experience from being a magic circle trainee to becoming our Hong Kong managing partner. He highlights our collaborative ethos and shares why Hong Kong is a pivotal gateway to China. He also gives some helpful advice to aspiring lawyers, stressing the importance of confidence and authenticity in the industry…
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Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna gives us a glimpse at what financial wellness checkups look like at Sephton Financial. Here are the points we discuss in today’s show: 0:00 – …
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Navigating London's legal landscape: A conversation with London Managing Partner Rachel Graham
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In our fourth episode, William welcomes Rachel Graham, our London office managing partner. She shares her experience practising law globally and transitioning into her current leadership role. Rachel discusses what makes London a pivotal hub for the offshore world and offers some helpful advice for junior lawyers.…
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Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
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As much as any other threat, recognizing and avoiding scams has become an essential skill, particularly for retirees. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in thi…
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Small islands, big dreams: A chat with BVI Managing Partner Tanya Cassie-Parker
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In our third episode, William Peake sits down with BVI Managing Partner Tanya Cassie-Parker as she reflects on her journey with Harneys and the growth and evolution of Harneys and the British Virgin Islands. It’s a wonderful journey covering compelling advice to younger lawyers and quite possibly the best fictional dinner party imaginable.…
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Beyond the Triangle: get to know our Bermuda Managing Partner Henry Tucker
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In our second episode, William sits down with Bermuda Managing Partner Henry Tucker, who shares his legal journey that took him to London, Hong Kong, and the BVI before finally returning home to manage our Bermuda office in 2023. He also chats about why Bermuda is a leading offshore centre, the tricks to managing a practice and being an OMP, and he…
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Retirement Planning Is Different For Women: Here’s Why
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As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. From career inter…
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Success in the Lion City: a chat with our Singapore Managing Partner Lishi Fong
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In our first episode, William sits down with Singapore Managing Partner Lishi Fong who joined Harneys in 2019. Lishi shares her career journey, what it’s like working and living in Singapore, and the challenges of managing your personal and professional life as a lawyer. Learn more about Lishi here: https://www.harneys.com/people/lishi-fong/…
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Are Your Good Money Habits Holding You Back?
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This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? Here’s some of what we discuss in this episode: Ignoring account statements can be beneficial in avoiding overreactions to market fluctuations, but it's importan…
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The Future of Fintech and AI with Chirag Shah, Founder and CEO of Pulse
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In this insightful episode of Plugged In, Chirag Shah, the founder and CEO of Pulse and a fintech expert, discusses the transformative impact of AI and technology on small to medium enterprises (SMEs). As we kick off the new year, the conversation delved into the practicalities and profound implications of fintech innovations, particularly in the r…
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The Questions You Must Ask Your Financial Advisor
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Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. Here are some of the questions we talk about in today’s show: “How do you get paid?”…
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Exploring the Intersection of Technology and Daily Life
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Mark and Jonas highlight the importance of using AI to automate repetitive and time-consuming tasks. They discuss the challenges of training AI bots and getting humans to effectively communicate with them. They also mention the resistance and concerns surrounding AI, with the goal of shifting the perception from seeing AI as a threat to viewing it …
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We’re back to wrap up our discussion on easy personal finance wins. While crafting a comprehensive financial plan is crucial, sometimes making minor adjustments in your portfolio can yield significant benefits. Listen in as we share some more powerful strategies to help get your financial house in order. Here’s some of what we discuss in this episo…
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It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start… Here’s some of what we discuss in this episode: Establishing the right amount of yield cash as a financial safety net Cleaning up some ol…
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Welcome back to Widow, Wisdom & Wealth! In this episode, we tackle the common complaints that arise during the financial planning process. Whether you feel like your advisor is taking too much risk, your account isn’t growing the way you’d like, or you don’t understand your financial plan, we'll discuss which concerns are well-founded, which are ba…
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Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
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Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. RMDs are a way for the government to collect taxes on your tax-deferred savings, such as traditional IRAs and 401(k)s. In this episode, Donna and Marc break down the basics of RMDs and explain how they are calculated based on your age and…
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Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
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20:07
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Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. This is a topic that’s close to Don…
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When It’s Time To Change Financial Advisors (Part 2)
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In this episode, we’re back to discuss the complex and often emotionally charged process of changing financial advisors. We'll share the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. In part one, we focused on making sure that your financial advisor aligns with your…
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When It’s Time To Change Financial Advisors (Part 1)
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In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need …
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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
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Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Donna work to resolve con…
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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
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Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the mos…
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Counterintuitive Advice - Why You Should NOT Invest In A 401(k)
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Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-prov…
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Retirement Rebels: Winning Your Financial Independence
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Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets requi…
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Bad Money Habits Could Spoil Your Retirement Party
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Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits fro…
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Ep 40: How Age & Wisdom Impact Financial Planning
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Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which a…
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Ep 39: Planning Your Own Fun Funeral with Kyle Tevlin
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We are excited to have Kyle Tevlin, the founder, and creator of I Want a Fun Funeral, join us today. Kyle was inspired to create this unique funeral planning service after attending several funerals that left her feeling underwhelmed and disheartened. She noticed that many of these events felt somber and lacked the personal touch that she believed …
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Ep 38: Retirement Savings Basics: What’s The Purpose Of All My Accounts?
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Are you aware that not all retirement accounts are created equal? In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and more. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make informed decisions for your retirement plan. …
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Ep 37: Moving Your Retirement Goalposts: Is It Worth The Risk?
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Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning and most of the time to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Here’s some of wha…
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Mar 30: SEC says clear crypto rules already exist, Paxful's big news, Matt Damon on THAT Crypto.com ad
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On today's CoinMarketRecap with Connor Sephton, SEC chairman Gary Gensler says clear rules for the crypto industry already exist — and asks for more money to catch bad actors. Some amazing news if you're a Paxful Earn customer who was affected when Celsius went bust. A member of Pussy Riot is put on Russia's most wanted list — with an NFT used as e…
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Mar 29: Montenegro may delay Do Kwon extradition, Bitcoin bounces back, good news for ETH stakers
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On today's CoinMarketRecap with Connor Sephton, why Do Kwon's extradition might be some time off yet. The date when Ethereum stakers can make withdrawals has been revealed. And Kraken partners up with an F1 team as the crypto winter starts to thaw. You can follow us on Twitter — @ConnorSephton and @CoinMarketCap.…
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Mar 28: SBF 'bribed Chinese officials,' CFTC sues Binance, Bitcoin thief asks for no prison time
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On today's CoinMarketRecap with Connor Sephton, Sam Bankman-Fried has been accused of bribing Chinese government officials. Binance's CEO reacts to a new civil complaint filed by the CFTC. What a difference a week makes — Do Kwon is now being held in medical quarantine following his arrest in Montenegro. Also coming up… a man who stole 50,000 Bitco…
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Mar 27: Do Kwon behind bars, 'Crypto King' kidnapped, fat-fingered mistake costs NFT trader $135,000
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On today's CoinMarketRecap with Connor Sephton, Do Kwon's ordered to spend 30 days in detention. A man accused of stealing millions of dollars claims he was kidnapped and tortured. A CryptoPunk worth $135,000 is accidentally destroyed. And Nvidia — which makes graphics cards used for mining — says crypto adds nothing useful to society. You can foll…
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Mar 24: New Do Kwon charges, bombshell Cash App allegations, Coinbase reveals how it will fight SEC
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On today's CoinMarketRecap with Connor Sephton, a double blow for Do Kwon as the U.S. files fresh fraud charges. Block's share price plunges as a new report accuses Cash App of facilitating fraud on a massive scale. The SEC warns investors to stay away from crypto — as Coinbase reveals how it plans to fight back. And a new report suggests there's a…
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Mar 23: Do Kwon arrested, interest rates rise, Sun and stars charged by SEC, Coinbase takes a stand, Arbitrum airdrop
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On today's CoinMarketRecap with Connor Sephton, Do Kwon is no longer on the run — we'll bring you the latest. The Federal Reserve and the Bank of England increase interest rates once again. Plus — Justin Sun and eight stars are charged by the SEC, as Coinbase attacks U.S. regulators. And why Arbitrum's airdrop got off to a shaky start. You can foll…
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Mar 22: Bitcoin strengthens, Biden criticizes crypto, OneCoin charges, ATM theft, Coinbase in court
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On today's CoinMarketRecap with Connor Sephton, Cathie Wood says Bitcoin's recent price action could attract institutional investors. But a new report from Joe Biden criticizes cryptocurrencies — and says they lack fundamental value. Also coming up — a woman who worked for OneCoin is arrested in New York after being extradited in Bulgaria. $1.5 mil…
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Mar 21: Florida governor wants CBDCs banned, a crazy Bitcoin bet, BitBoy Crypto 'threatens lawyer'
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On today's CoinMarketRecap with Connor Sephton, Florida's governor wants to ban CBDCs — we'll tell you why. A former Coinbase executive is betting that Bitcoin will hit $1 million in 90 days. Plus — Credit Suisse gets a bailout… five years after dismissing Bitcoin as a speculative bubble. Crypto.com continues its battle to retrieve millions of doll…
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Mar 20: Bitcoin surges, banks wobble, Coinbase going global — and why things may be improving at FTX
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On today's CoinMarketRecap with Connor Sephton, Bitcoin shows strength as the banking crisis continues. Coinbase reveals international ambitions as it pivots away from the U.S. Plus — we'll tell you why things look like they're improving at FTX. Thousands lose money in what may be one of the biggest crypto scandals of all time. And yet another DeFi…
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