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.

Send us a book suggestion :)

• 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 can we embrace change—and in what ways can it enrich both our lives and our family's lives? The choices we make about where we live profoundly shape our health, relationships, and overall well-being—especially as we move through different seasons of life. In this episode of Family Book Club, hosts Alex Kirby and Emily Blue sit down with Ryan Frederick—author of Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life. Together, they explore how intentional decisions about place can help us adapt to life’s changes, support our evolving needs, and foster greater connection, purpose, and longevity. Whether you're planning for the future or rethinking your current space, this conversation offers fresh insights into how the right place can help you thrive at the right time.

Episode 2 Highlights: Right Place, Right Time

"Home is where your health is." (6:45)
Ryan underscores how our surroundings influence well-being on every level—physical, emotional, social, and even financial.

"In what ways is our place nudging us to be the best version of ourselves?" (28:23)
A powerful prompt to reflect on whether your environment supports the life you want—or subtly steers you off course.

Do you know your neighbors? (36:00)
This moment dives into the role of community in a fulfilling life and how taking small steps to connect can lead to big impacts.

For more from Ryan, head to the Home of Place Planning - Here.Life

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!

Are you ready to break free from autopilot and discover what truly makes life worthwhile? In this episode of Family Book Club, hosts Alex Kirby and Emily Blue sit down with Matthew Croasmun—co-author of Life Worth Living: A Guide to What Matters Most, and the creative force behind Yale’s Life Worth Living Program. This transformative book challenges us to reexamine our everyday habits and align our actions with our deepest values, offering practical frameworks for intentional living and inviting you to embark on a journey toward lasting fulfillment and meaningful connections.

Episode Highlights

(1:55) Asking the Big Questions:
Matthew draws on his experience teaching curious undergrads. Sharing how students learn to shift from routine survival to intentional, value-driven living.

(13:15) Family and Listening:
Family is where we learn to truly listen to the people we love, and that practice helps us embrace different viewpoints with genuine compassion.

(46:30) Vision in Action:
When you share your vision with your spouse or family—whether it's mapping out your perfect day or planning an ideal event—it works wonders for aligning expectations and creating a shared roadmap for success.

(51:44) A Call to Live Well
Matthew shares a standout affirmation: "Your life is worth living well. Your life is too valuable to be guided by anything less than what matters most."

This is a call to action—a gentle wake-up call urging us to pause, reflect, and ensure that every choice we make aligns with our deepest values.

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!

Are you ready to discover the secrets to lasting happiness and deeper connections? In this episode of the Family Book Club, we explore "The Good Life" by Robert Waldinger. This book draws on the Harvard Happiness Study to reveal the profound impact of relationships on our well-being. We unveil the power of relationships with our special guest, Paula Rowan Bueller, a family coach at Total Family Management. Paula and hosts Alex Kirby and Emily Blue discuss the concept of "social fitness"—the active effort required to sustain meaningful connections.

We don't just talk theory; we offer practical strategies to help you prioritize and nurture your relationships. From setting aside time for family events to transforming everyday activities into bonding opportunities, we explore how small changes can improve our social lives. While discussing the Harvard research and personal anecdotes, we highlight the importance of emotional connections and personal reflection. Tune in to learn how to enhance compassion and validation in your relationships and lead a happier, more connected life.

(00:09) Harvard Happiness Study
Family Book Club podcast discusses Harvard Happiness Study, social fitness, and investing in relationships for sustainable happiness.

(12:01) Prioritizing Relationships and Building Connections
Prioritizing meaningful relationships and making incremental changes to improve social fitness through intentional activities and assessing valuable connections.

(20:05) The Power of Emotional Connections
Long-term research studies foster personal reflection, strong bonds with participants, and high retention rates through creating meaning and perspective.

Send us a book suggestion :)

• 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!

Fortune Favors the Bold

What if courage isn't about eliminating fear, but acting in the face of it? Join us as we unpack Ryan Holiday's "Courage is Calling" with our special guest Ryan Halls, co-founder of Hue Partners. Emily Blue and Alex Kirby invite Ryan to dive into the essence of bravery, battling inertia with thought-provoking questions like, "If not me, then who? If not now, then when?" Listen as we challenge the human need for certainty and explore the liberating acceptance of uncertainty, shedding light on how these principles can transform both personal and professional spheres.

Balancing work and life in today's hustle culture isn't easy. Ryan shares his personal struggles with constant availability and how a supportive partner can make all the difference. Emily sparks a rich discussion on managing discomfort and fear, prompting practical strategies from both Ryan and Alex, such as processing fears through writing. We also explore the entrepreneurial journey, emphasizing the importance of taking that first brave step and letting momentum build. If you're contemplating a leap into entrepreneurship or seeking ways to conquer daily fears, this episode is packed with insights that could change your perspective.

(00:11) Courage's Calling Book Club Discussion
(16:33) Overcoming Fear With Action Plan
(32:58) Entrepreneurship Momentum and Risk-Taking

Send us a book suggestion :)

• 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 Ancient Cultures Can Teach Us About the Lost Art of Raising Happy, Helpful Little Humans

Ever wondered if ancient parenting methods could bring more harmony to your home? Join us as we uncover the secrets of the Mayans, Inuit, and Hadzabe in Dr. Michaelene Ducliffe's "Hunt Gather Parent" on this week's episode of Family Book Club. Emily Blue and Alex Kirby share their takeaways on viewing the family as a cohesive team and involving kids in daily tasks. Emily’s chaotic trip to the doctor with her kids becomes a lens through which we examine the importance of perspective and adaptability in modern parenting.

We also look into the powerful self-determination theory in our discussion, focusing on how connectedness, autonomy, and competency can significantly boost children's motivation and performance. From parenting to personal growth and business, we explore how these principles apply beyond the home, especially reflecting on the impact of COVID on workplace motivation. You'll also get a glimpse into the entrepreneurial journey driven by intrinsic motivation and hear some fun career advice for Rosie, the adventurous toddler whose globe-trotting inspired a bestselling book.

(00:14) Parenting Perspectives Across Cultures
(14:30) Motivating Through Purpose, Autonomy & Mastery

• 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!