top of page
Videos, Articles, and
Other Resources
Below are articles, blog posts, and other information and resources on how you can bring purpose to your planning and greater intentionality to your wealth.
Search
Where Purpose Meets Planning
A New Ownership Tool for an Evolving Marketplace: The past twenty years has seen a slow but steady shift in how businesses organize and...
Everyday Wealth with Soledad O’Brien and Jean Chatzk. Episode 28:Rethinking estate planning
Today’s headlines are full of what the markets are doing due to inflation, rising interest rates and the possibility of a recession....
20 Minute Leaders: Ep858: David York | Attorney, CPA, Author and Speaker
Click here to watch
Making Your Mindset Matter: The Modern Leadership Podcast with Jake Carlson
Click here to listen
It’s time to debunk these 2 myths about pay raises
After you receive that next big raise at work, or reach a certain economic level, you may think you’ll achieve contentment, happiness, or...
Harness the Power of Stewardship with David R. York
On this week's episode of The Leadership Habit podcast, Jenn sat down with David R. York to talk about The Gift of Lift: Harnessing the...
This leadership style is powerful and effective
In 2016, I was meeting with Gail Miller, one of the wealthiest women in the United States. Gail was nearing completion of the transfer of...
How Stewardship Creates Both Impact And Belonging In The Workplace
The Capurso Winery is a fifth-generation family vineyard on the outskirts of Verona, Italy. Founded in 1896, it sits on forty pristine...
Is Inherited Wealth Powerful Or Destructive? Insights From Estate Planning Expert, David York
David York churns out nuggets of wisdom so effortlessly that it’s easy to see why the TED Talk folks invited him onto their hallowed...
Article Feature PDF: How to Design a Riveted Estate Plan
10 Min Read Time
Article Feature PDF: Basis Basics & Beyond
10 Min Read Time
The Power of Cohesion
4 Min Read Time
bottom of page