Trusted Advisor Podcast Series

Hosted by The Heritage Institute

Business Careers

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Latest episode

Oct 2026

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EN-US

About the show

Are you ready to build a better and deeper relationship with your existing clients, and take your practice to the next level? As a trusted advisor, your business will grow, client retention and introductions will soar, and you will enjoy increased satisfaction in your profession. Our podcasts are packed with practical information, proven strategies, and tools you can put to use right away.

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53 recent

October 16, 2026

Episode 59: How to Not Ruin Your Kids with Money

In this episode, Rod Zeeb sits down with Mark Shiller, author of How to Not Ruin Your Kids with Money , to explore how affluent families can prepare the next generation to responsibly manage and benefit from inherited wealth. They discuss the importance of open family conversations, pre-inheritance experiences, balancing support with independence, and creating structures that encourage stewardship rather than entitlement. The conversation also examines how families can move beyond simply dividing assets equally to building a shared culture of responsibility, purpose, and long-term generational success.

October 9, 2026

Episode 58: Healthcare Governance and Medical Infrastructure: The Missing Pillar in HNW Wealth Management

Rod Zeeb and Brian Doorek explore healthcare governance and medical infrastructure as an often-overlooked pillar of high-net-worth wealth management, emphasizing the importance of preparing for medical crises before they occur rather than scrambling for solutions when a family is already in crisis. They examine how proactive healthcare planning, physician-led navigation, and personalized medical infrastructure can help families and their advisors manage everything from acute emergencies and complex diagnoses to aging, cognitive decline, and the healthcare needs of multiple generations.

September 21, 2026

Episode 57: Philanthropy: the Glue that Holds Families Together for Generations

Rod Zeeb and Devon Dougherty discuss how philanthropy can serve as “the glue that holds families together for generations” by connecting family values, shared experiences, and charitable giving and how families can use guided conversations, storytelling, shared decision-making, and hands-on engagement with nonprofits to strengthen relationships, educate younger generations, and create a lasting philanthropic legacy. Through real-world examples, they highlight how giving based on personal values and following the impact of charitable gifts can transform not only the communities and organizations receiving support, but the families making the gifts as well.

August 20, 2026

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.

August 3, 2026

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.

July 9, 2026

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.

November 26, 2025

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.

November 21, 2025

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.

September 24, 2025

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.

September 24, 2025

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.