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Welcome to the Plutonomix Podcast, with Laurie Kamhi and Barnaby Levin. Two Perspectives on Wealth and Investing in 10 Minutes or Less. The word “Plutonomics” means the “Study of Wealth” and it is our Mission to educate; to help Clients think about their goals and how they might benefit from working with an Advisor to achieve them. But more importantly, it’s to make sure our listeners understand both the Pros and Cons of any issue so they can make Informed Decisions and increase the odds of finding the “right” answer, for them. You see, it’s not who’s “Right” or “Wrong” but, knowing there are NO “unbiased” opinions – and that “Where you Sit depends on where you Stand” – the challenge to making good Decisions is to start by questioning one’s Assumptions and breaking free of our “prejudices” because the truth usually lies somewhere in between. There are always two sides, both of which have merit.
Episodes
Friday Feb 04, 2022
Friday Feb 04, 2022
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the challenge many of their clients are facing as they raise their children in the age of anxiety. They discuss The Scaffold Effect and how to establish a trust fund.
TIMESTAMPS
- [00:01] Intro
- [02:05] The pending transfer of wealth
- [03:51] The Scaffold Effect
- [06:04] Establishing a trust
- [09:43] The importance of including professionals
- [11:03] Organizations they’ve worked with on both coasts
- [12:10] Outro
RESOURCES
- The Scaffold Effect: Raising Resilient, Self-Reliant and Secure Kids in an Age of Anxiety by Harold S. Koplewicz
- The Descendants
- Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Orville Williams and Vic Preisser
- Money, Meaning & Choices (MMC) Institute
- 21/64
- Generation Impact: How Next Gen Donors Are Revolutionizing Giving by Sharna Goldseker and Michael Moody
- Ackerman Institute for the Family
- Contact Barnaby
- Contact Laurie
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