Trusted Advisor Podcast Series

Episode 56: Step Up - A Mentoring Guide for Christian Grandparents

Rod Zeeb and Louise Cole discuss her new book on the unique and powerful role grandparents can play in strengthening families, passing down faith and values, and building a lasting multigenerational legacy. She explains that grandparents are uniquely positioned to mentor their grandchildren through unconditional love, wisdom, storytelling, meaningful activities, and simply being present, with practical examples tailored to different stages of a child’s development.

Episode 54: Why Good Communication Starts on the Inside

Lindsay Hardie of Sierra Legacy Consulting talks with Rod Zeeb about the human side of wealth and why good communication starts on the inside, helping families grow wealth and well-being across generations.

Episode 52: Private Family Trust Companies are More than Governance & Trust Administration Support – Family Engagement is Important!

Private Family Trust Companies provide far more than governance oversight and trust administration support. While effective governance structures and fiduciary responsibilities remain essential, long-term success also depends on meaningful family engagement. By fostering communication, educating future generations, aligning family values, and encouraging active participation, trust companies can help strengthen family unity, preserve wealth across generations, and ensure the family's vision and legacy endure. Rod Zeeb & Cindy Steeb discuss a holistic approach that balances technical administration with relationship-building creates stronger outcomes for both the family and the trust structure.

Episode 51: Qualitative Capital Preservation Through Storytelling

Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen resilience and connection across generations.

Episode 50: How Much is Enough?

Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss ways to build an excellent plan for successful inheritance.

Episode 49: Navigating the Landscape of Development Resources

in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.

Episode 48: Trust Without Training: Why Beneficiaries Pay the Price

Trusts are meant to protect families, but what happens when the trustee isn’t trained to carry out the role? Rod Zeeb and Jennifer McCloskey dive into the hidden pitfalls beneficiaries face when trustees lack formal education and the skills to truly serve. We explore why the education gap exists, the human costs of unprepared trustees, and how real trustee education—grounded not only in law and tax, but also in empathy, communication, and listening—can transform outcomes for families.

Episode 47: Corporate Trustees as Partners, not Policemen

Rod Zeeb and Christopher Holtby explore why the true transformation in trust administration doesn't lie in statutes or jurisdictions, but in the shift in posture and mindset of corporate trustees as they engage with families and their financial advisors.

Episode 46: Awaken Your Story-Wealth, Worth, and the Human Experience

Rod Zeeb and Caleb Breakey explore the power of honest storytelling as a pathway to healing multigenerational wounds, showing how transforming painful memories into tools for legacy—rather than sources of shame—can reshape family narratives. By facing the past with truth and compassion, we create space for the rising generation to reclaim their voice and write their own story with freedom, strength, and purpose.

Episode 45: Discover Your Family's Purpose