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Get Your House In Order

As a financial advisor to some of the world’s most successful individuals, I’ve found that the greatest challenge isn’t generating higher returns—it’s ensuring their financial and estate affairs are properly structured and protected. Whether it’s tax planning, estate strategy, or navigating complex family dynamics, these are the issues that can quietly unravel wealth if left unchecked. Each week on Get Your House in Order, I share best practices not only for smart investing but—more critically—for safeguarding your wealth. You’ll gain actionable tools, expert insights, and conversations with some of the world’s foremost authorities on building and preserving financial legacies.

info_outline Why Your Business Can’t Survive You | #39 03/24/2026
info_outline Why Advisors Avoid Succession Planning with Marissa Teeter | #38 03/17/2026
info_outline Reclaiming Power in Male-Dominated Spaces with Leslie Grandy | #37 03/10/2026
info_outline Why Success Still Feels Empty with Svetlana Antonyshyn | #36 03/04/2026
info_outline Why Smart Leaders Can’t Communicate | #35 02/10/2026
info_outline The Inner Work of Outer Conflict with Ursula Taylor | #34 01/20/2026
info_outline Using AI Without Losing Yourself | #33 01/13/2026
info_outline Wealth That Expands You | #32 01/06/2026
info_outline Built Under Pressure | #31 12/30/2025
info_outline Future-Proof Your Wealth | #30 12/23/2025
info_outline Get It in Writing | #29 12/16/2025
info_outline The Cost of Staying Comfortable | #28 12/09/2025
info_outline Owning Your Divorce — Not Letting It Own You | #27 12/02/2025
info_outline When Leadership Fails, Numbers Don’t Lie | #26 11/25/2025
info_outline From Chaos to Clarity: Mastering Your Money | #25 11/18/2025
info_outline Building Wealth from the Inside Out | #24 11/11/2025
info_outline You Are Your Greatest Investment with Dr. Cynthia Mercer | #23 11/04/2025
info_outline Money Myths That Keep You Broke | #22 10/28/2025
info_outline Turning Uncertainty Into Opportunity with Meridith Elliott Powell | #21 10/21/2025
info_outline The Power of Discomfort with Dani Kagan | #20 10/14/2025
info_outline Profit Meets Purpose: Why Values Matter | #19 10/07/2025
info_outline Breaking Free from Burnout with Sarah Olivieri | #18 09/16/2025
info_outline Raising Future Adults Starts with You | #17 09/02/2025
info_outline Rewire Your Mind, Rebuild Your Life | #16 08/26/2025
info_outline The Beauty of Building with Intention | #15 08/19/2025
info_outline How One Mom Built a Trusted Empire with Sharon Vinderine | #14 08/12/2025
info_outline Strategy Without Execution Is Just Talk with Pam Didner | #13 08/05/2025
info_outline Unlocking You: From Burnout to Breakthrough | #12 07/29/2025
info_outline How to Make Your Legacy Unforgettable | #11 07/22/2025
info_outline Why Canada’s Financial Future Feels Broken | #10 07/15/2025
 
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