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The Get Ready Money Podcast with Kat Walsh & Philip Adu: Legacy Planning for Everyone

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Manage episode 399778962 series 3511982
Content provided by Tony Steuer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Steuer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

On the latest episode of The Get Ready Money Podcast, I spoke with Kat Walsh, Chief Legacy Officer and Philip Adu, Founder of the Center for Research Methods Consulting about changing the way we think about money and legacy planning.

In this episode we discussed:

  • Why you should be thoughtful & deliberate with your money (Kat).
  • Allow your purpose to drive the way you view your money (Philip).
  • The importance of self-reflection (Kat).
  • Learn as much as you can about how money works (Philip) .

Kat Walsh is Chief Legacy Officer for the world’s most prolific founders. She designs the strategies and implementation of projects that align with the vision of the family Champion and the extended family. She focuses on realizing the hopes and dreams of the family through philanthropic and for-profit endeavors that achieve personal passion goals, financial benchmarks, and longevity. However, her passion lies in supporting the family by focusing on sharing the family's non-financial, intangible assets that ensure each generation of the family lives a deliberate life in pursuit of their Purposes in Life

Dr. Philip Adu is an author and the founder and methodology expert at the Center for Research Methods Consulting, LLC. He has provided research methodology services to clients for over ten years and has facilitated hundreds of workshops with graduate students, program evaluators, faculty members, and practitioners. His skills in demystifying the qualitative research and analysis process are evident in his YouTube videos. He is also a contributing faculty member at Walden University.
Connect with Kat Walsh and Philip Adu:

Kat Walsh:

LinkedIn: https://www.linkedin.com/in/1katwalsh/

Philip Adu, Ph.D.

Website: https://www.centerforresearchmethods.com/

Website: www.drphilipadu.com

YouTube: https://www.youtube.com/c/PhilipAdu

Facebook: https://www.facebook.com/drphilipadu

Books by Dr. Philip Adu:

A Step-by-Step Guide to Qualitative Data Coding

The Theoretical Framework in Phenomenological Research: Development and Application

Dissertation Research Methods: A Step-by-Step Guide to Writing Up Your Research in Social Sciences

  continue reading

Chapters

1. The Get Ready Money Podcast with Kat Walsh & Philip Adu: Legacy Planning for Everyone (00:00:00)

2. Changing Money and Legacy Planning (00:00:04)

3. Qualitative Research for Understanding Family Needs (00:13:34)

4. Changing Money Habits (00:30:16)

122 episodes

Artwork
iconShare
 
Manage episode 399778962 series 3511982
Content provided by Tony Steuer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Steuer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

On the latest episode of The Get Ready Money Podcast, I spoke with Kat Walsh, Chief Legacy Officer and Philip Adu, Founder of the Center for Research Methods Consulting about changing the way we think about money and legacy planning.

In this episode we discussed:

  • Why you should be thoughtful & deliberate with your money (Kat).
  • Allow your purpose to drive the way you view your money (Philip).
  • The importance of self-reflection (Kat).
  • Learn as much as you can about how money works (Philip) .

Kat Walsh is Chief Legacy Officer for the world’s most prolific founders. She designs the strategies and implementation of projects that align with the vision of the family Champion and the extended family. She focuses on realizing the hopes and dreams of the family through philanthropic and for-profit endeavors that achieve personal passion goals, financial benchmarks, and longevity. However, her passion lies in supporting the family by focusing on sharing the family's non-financial, intangible assets that ensure each generation of the family lives a deliberate life in pursuit of their Purposes in Life

Dr. Philip Adu is an author and the founder and methodology expert at the Center for Research Methods Consulting, LLC. He has provided research methodology services to clients for over ten years and has facilitated hundreds of workshops with graduate students, program evaluators, faculty members, and practitioners. His skills in demystifying the qualitative research and analysis process are evident in his YouTube videos. He is also a contributing faculty member at Walden University.
Connect with Kat Walsh and Philip Adu:

Kat Walsh:

LinkedIn: https://www.linkedin.com/in/1katwalsh/

Philip Adu, Ph.D.

Website: https://www.centerforresearchmethods.com/

Website: www.drphilipadu.com

YouTube: https://www.youtube.com/c/PhilipAdu

Facebook: https://www.facebook.com/drphilipadu

Books by Dr. Philip Adu:

A Step-by-Step Guide to Qualitative Data Coding

The Theoretical Framework in Phenomenological Research: Development and Application

Dissertation Research Methods: A Step-by-Step Guide to Writing Up Your Research in Social Sciences

  continue reading

Chapters

1. The Get Ready Money Podcast with Kat Walsh & Philip Adu: Legacy Planning for Everyone (00:00:00)

2. Changing Money and Legacy Planning (00:00:04)

3. Qualitative Research for Understanding Family Needs (00:13:34)

4. Changing Money Habits (00:30:16)

122 episodes

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