What does it mean to guide wealth in the modern world?

In this episode of Family Book Club, hosts Alex Kirby and Emily Blue sit down with Dr. Jim Grubman, internationally respected psychologist, family advisor, and co-author of Wealth 3.0: The Future of Family Wealth Advising, for a deep and refreshingly human conversation about how wealth—and the way we talk about it—is changing.

Many don’t realize it, but wealth advising as we know it is still in its infancy—just 40 years old. And today, it’s undergoing a quiet but radical transformation. Dr. Grubman helps us understand why the old paradigms of “protect the money at all costs” are giving way to something far more meaningful: a vision of wealth grounded in purpose, empowerment, and inclusive legacy-building.

Together, they explore how families can move from fear-based mindsets to open, values-aligned conversations—whether they’re planning their estate, raising children in affluence, or navigating generational change. With warmth and clarity, Jim shares how the most successful families are those who integrate—not just manage—their wealth across every part of life.

Whether you’re an advisor, a parent, or a member of the rising generation, this episode offers a new lens through which to see your story—and your future.

Episode 5 Highlights: Wealth 3.0 with Jim Grubman

“Seeing wealth more positively and with more possibility.” (6:00)
Jim introduces the central ethos of Wealth 3.0: reframing affluence from anxiety and fear to opportunity and growth.

“What do we keep, let go, and learn?” (7:00)
A set of questions every family and advisor can use to evolve across generations—without losing their center.

"From trusted advisor to trusted team." (9:00)
Why single-expert models are no longer enough—and how collaboration builds stronger outcomes for families.

"Wealth is a new culture." (24:00)
Jim compares wealth to a culture—with creators as immigrants and inheritors as natives—unlocking empathy across generational lines.

"The 10 Domains of Family Wealth." (28:00)
A groundbreaking model that maps the real-life needs of families—from legal and financial to emotional, relational, and educational.

"You're not entitled to their loyalty." (40:30)
Jim delivers a wake-up call to advisors: if you haven’t earned trust from the next generation, don’t expect their retention.

"Wealth is a curriculum." (47:00)
Rather than “the money talk,” Jim advocates for a lifelong learning model—where financial literacy grows alongside self-awareness.

Find the referenced material covering the 10 Domains of Wealth, here.

For more insights from Dr. Jim Grubman, visit jamesgrubman.com or explore his latest book Wealth 3.0, co-authored with Dennis Jaffe and Kristin Keffeler.

Thank you for listening to Family Book Club. If this episode resonated with you, please subscribe, share it with a friend, and remember:

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• Download the discussion guides and other free resources at totalfamily.io/family-book-club.
• Learn more about how Hue Partners helps advisors with their mergers and acquisitions at HuePartners.com.
• Discover the power of family coaching at TotalFamily.io.
• Check out the Playful Humans Podcast to rediscover the power of play as an adult!

What does it mean to be truly wealthy? Is wealth just about what’s in your bank account—or does it have more to do with the relationships, purpose, and meaning we cultivate along the way? In this episode of Family Book Club, hosts Alex Kirby and Emily Blue sit down with behavioral finance expert and bestselling author Daniel Crosby for a heartfelt conversation about his latest work, The Soul of Wealth: 50 Reflections on Money and Meaning.

Together, they explore the surprising ways our money habits shape not only our financial lives but also our families, friendships, and personal fulfillment. From navigating the classic tension of spending for today vs. saving for tomorrow, to learning how small moments of gratitude can shift your entire outlook, this episode is full of insights to help you think differently—and more intentionally—about the role of money in your life.

Whether you’re seeking ways to foster healthier conversations about money at home, looking to align your financial life with your values, or simply curious about how small mindset shifts can lead to big life changes, this episode offers both inspiration and practical takeaways.

Episode 4 Highlights: The Soul of Wealth

"Money meets meaning." (3:40)
Daniel explains the core message of his book: how our abundant material wealth today must be paired with purpose and connection to truly satisfy.

"We swim in our own water." (9:45)
The group discusses how family upbringing shapes our money mindset—and how understanding those invisible influences can heal generational conflict around spending vs. saving.

"The ‘I’ll be happy when’ trap." (11:10)
Emily shares how this powerful reflection in Daniel’s book resonated with her experience coaching clients and navigating personal goals.

"Five minutes of gratitude is a game-changer." (14:45)
Daniel reveals research showing that a simple daily gratitude practice can boost happiness as much as common medications—with zero side effects.

"Believing, belonging, and becoming." (29:05)
A preview of Daniel’s next project, outlining a framework for finding life purpose through values, relationships, and growth.

For more insights from Daniel Crosby, visit his Standard Deviations Podcast or follow him on LinkedIn at Daniel Crosby, PhD.

Thank you for listening!

• Download the discussion guides and other free resources at totalfamily.io/family-book-club.
• Learn more about how Hue Partners helps advisors with their mergers and acquisitions at HuePartners.com.
• Discover the power of family coaching at TotalFamily.io.
• Check out the Playful Humans Podcast to rediscover the power of play as an adult!

How do we support the people we love—and speak openly about the struggles so many face in silence?

In this powerful episode of Family Book Club, hosts Alex Kirby and Emily Blue sit down with sisters S.C. Megale and Kelley Megale to discuss American Boy: The Opioid Crisis and the Sister Left Behind. Told through S.C.’s perspective as the youngest sibling, the book captures the life and loss of her brother Matt—who died of an overdose in 2017—and the enduring love that continues in his name.

Recorded on the anniversary of Matt’s passing, this conversation is a moving tribute to his life and a candid look at the realities of addiction. With courage and grace, the Megale sisters share their story—offering hope, honesty, and a reminder that we are never as alone as we feel.

Together, we explore how families can show up for one another, why telling hard truths can be a form of healing, and how compassion—not shame—can change lives.

We’re deeply grateful to S.C. and Kelley for inviting us into such an intimate and generous conversation.

Episode 3 Highlights: American Boy

“You matter.” (~11:00)
A simple truth S.C. writes in every signed copy—and one we all need to hear and say more often.

“Is it more important to be right—or to save lives?” (~14:00)
A bold question that challenges how we think, talk, and act around addiction—at home and in society.

“How can I best support you when you're struggling?” (~26:00)
A powerful invitation to create deeper understanding, trust, and connection within our families.

To support others or learn more about the Megale family’s work, visit AmericanBoy.org and scmegale.com.

Thank you for listening—and for being part of a community that believes in learning, growing, and showing up for one another.

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• Download the discussion guides and other free resources at totalfamily.io/family-book-club.
• Learn more about how Hue Partners helps advisors with their mergers and acquisitions at HuePartners.com.
• Discover the power of family coaching at TotalFamily.io.
• Check out the Playful Humans Podcast to rediscover the power of play as an adult!