In this episode, Celeste welcomes Dan Lappin, Founder of Lappin 180, to discuss a whole new way to approach goal setting through building a resilient mindset. Through personal anecdotes, professional insights, and practical strategies, they unravel the often misunderstood concept of detachment from outcomes, emphasizing a focus on processes rather than end goals. Dan discusses how embracing discomfort and failure can be pivotal for growth. Celeste talks about how her father's advice to be "comfortable being uncomfortable" has shaped her career and personal life.

They also talk about the power of incremental progress, positive self-talk, and adopting a mindset that sees each action as a step toward greater goals. They discuss the importance of feedback, handling failures constructively, and cultivating an abundance mindset. Dan offers insights into the cognitive and emotional impact of labeling experiences, highlighting the necessity of maintaining a neutral and objective stance for better decision-making.

To find out more and connect with Dan, visit: https://www.lappin180.com/

Key Topics Discussed:

• Detachment from outcomes and its impact on motivation
• The importance of focusing on processes rather than outcomes
• Embracing discomfort and failure for personal and professional growth
• Positive self-talk and mindset-strengthening strategies
• Incremental progress and viewing goals as a series of small steps
• The significance of feedback and handling it constructively
• Cultivating an abundance mindset through gratitude and self-reflection
• The cognitive and emotional impact of labeling experiences
• The modern mindset challenges are rooted in our primal past

In this episode, Celeste and Kris welcome Jeff Savlov, a family business and wealth consultant, to discuss the intricate dynamics of family values, communication, and wealth management. Jeff introduces an exercise for families to identify their core values and highlights the importance of creating a family mission statement. He also shares his purposeful legacy family project designed to engage young children in meaningful discussions about values and needs. Through compelling anecdotes and practical advice, they discuss the challenges families face in maintaining open communication, particularly about financial matters, and offer tools to foster healthier dynamics.

They also talk about the complexities of fairness in family financial planning, addressing how perceptions of unequal love among siblings can impact relationships. They emphasize that successful wealth management requires honesty and vulnerability, especially when discussing inheritance and estate planning. The episode also touches on the significance of early financial education, humor in family dynamics, and integrating open dialogue into the family culture to mitigate the impact of generational differences.

To learn more about or connect with Jeff, visit: https://blumandsavlov.com/

For more information on Robin Glen, visit: https://RobinGlen.com

To schedule an appt with the Robin Glen team, visit: www.calendly.com/ccmoya

Key Topics Discussed:

• Engaging children in value discussions through the purposeful legacy family project.
• Importance of addressing fairness and perceptions of unequal love in financial matters.
• Integrating open communication about money, death, and healthcare into family culture.
• Anecdotes illustrating children’s wisdom and insights on family needs.
• Role of professionals in resolving family conflicts.
• Tools to facilitate conversations on family values and wealth management.

In this episode, Celeste and Kris sit down with philanthropy adviser Rick Peck to explore the intricacies of strategic charitable planning. They discuss the significant role that transparency and education play in family meetings, where younger generations are taught the "why" behind family values and decisions. Rick shares practical strategies for charitable giving, from simple checkbook donations to more complex approaches like commercial donor-advised funds (DAFs) and private foundations, highlighting the importance of aligning philanthropic goals with personal and financial objectives.

They also discuss the evolving landscape of philanthropy, noting how changes in tax laws and the rise of digital assets like cryptocurrency influence nonprofit strategies. The episode wraps up with essential tips for engaging families in philanthropy, crafting flexible legacy plans, and the financial nuances of charitable trusts and life insurance.

To find out more and connect with Rick, visit: https://www.thephilanthropyguy.com/

For more information on Robin Glen, visit: https://RobinGlen.com

To schedule an appt with the Robin Glen team, visit: www.calendly.com/ccmoya

Key Topics Covered:

• Family meetings and the importance of teaching values
• Various methods of charitable giving
• The rise and impact of donor-advised funds (DAFs)
• Charitable planning involving cryptocurrencies
• The benefits and uses of life insurance in charitable planning
• The role of flexible legacy planning
• Financial tools like Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs)