The Rainbow Bull

The Rainbow Bull

Welcome to The Rainbow Bull with Tim Volk from T. Volk & Company Consulting. In this podcast, Tim, a proud member of the LGBTQ community, discusses a range of topics around the five capitals of a flourishing family: human, intellectual, social, spiritual and financial capital. Get ready to meet the ultimate business powerhouse, Tim Volk! Hailing from an entrepreneurial family, Tim is a one-of-a-kind professional with an exceptional network, fantastic interpersonal skills, and a deep appreciation of the issues surrounding wealth. Tim is the Founder and Principal of T.Volk & Company, a boutique advisory firm that specializes in assisting families and their advisors. So, join us as we uncover the secrets of the wealthy and how we might learn from them!

Episodes

April 29, 2024 53 mins
Are you navigating the complexities of wealth and love?  Dive into a captivating exploration with The Rainbow Bull as Tim Volk, Kristen Olivieri, Editor at Crain Currency, and Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer at Ballentine Partners, LLC,  unravel the intriguing dynamics of relationships when wealth is in play. Discover insights and anecdotes that …

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Ever wondered how to create a flourishing family legacy that stands the test of time? In this episode, Tim talks about inclusion within family legacies and financial advising. He dives into the importance of inclusion within families and businesses, sharing personal anecdotes and insights on how to navigate inclusion challenges and foster unity. He discusses …

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How do you know if your philanthropic gifts are actually doing good for the community you’re giving to? How can we measure the success of our impact? Today, Tim Volk and Rob Kaufold, Arlington Family Offices’ Director of Philanthropic Services, continue their conversation about philanthropic giving with a focus on making our donations matter. They …

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A lot goes into the decision behind charitable giving and philanthropic values for both individuals and families. It boils down to understanding your impact on the communities you’re helping. This week on The Rainbow Bull, Tim Volk invites Arlington Family Offices’ Director of Philanthropic Services, Rob Kaufold, to talk about philanthropy and the multifaceted world …

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How can you protect your family’s wealth in the digital age? Today on The Rainbow Bull, Tim Volk introduces Greg Klein-Hertzel, Founder and  CEO of ConnectivTech, to talk about the importance of understanding cyber security. Greg shares his expertise on cyber threats, the importance of strong passwords, multi-factor authentication, and the risks of social engineering. …

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Marriage seems like a great motivator to get your affairs in order, beginning with an estate plan. But marriage can come with its own unique issues. Today, Tim Volk welcomes back Scott Squillace, estate planning attorney, founder of Squillace & Associates, and fellow member of the LGBTQ+ community, to take a look at some situations …

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Sometimes it seems like life is all about planning – your work day, gym time, visits to the vet, what to have for dinner. But have you planned what will happen to your assets when you’re gone? Estate planning may arguably be more important than anything else on your calendar. In this episode, Tim Volk …

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Is there a luxury greater than travel? Many can agree that luxury travel offers an unmatched experience.  In this episode, Tim Volk brings back Kristen Oliveri, editor at Crain Currency, to talk about their shared passion for travel and food. They share their experiences and information about luxury travel, highlighting the importance of travel agents, …

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The financial industry is one of the most influential and powerful sectors globally. It is also one of the most diverse, with people from different backgrounds, cultures, and identities working together to create value and impact.  However, there is still a lot of room for improvement in terms of inclusion, representation, and empowerment.  In this …

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As we age, the need for care and support becomes more pronounced, but for LGBTQ+ older adults, this journey can be marked by unique challenges. What are the right steps we can take for a secured future? In this episode, Tim Volk explores the intricacies of long-term care and aging, emphasizing the importance of planning …

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A large portion of the LGBTQ community is reluctant to go to an advisor because they’re afraid of having to talk about their lifestyle. How can the LGBTQ+ community benefit from financial planning? In this episode, Tim Volk introduces Ben Galloway, CFP®, a Senior Financial Advisor in Greenspring Advisors’ Private Client Group. They talk about …

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In part two of this two-part series, Tim Volk and Jill Shipley reveal some messed up ways that people relate to money. In this episode, Tim tackles redefining success and coming out of the shadow for rising generations and families of wealth with Jill Shipley, Managing Director and Head of Governance and Education at AlTi …

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It’s complicated. Our relationship with money is often built on conflicting emotions, and it can get even messier when you toss in family and sizable wealth. In this episode, Tim Volk introduces Jill Shipley, Managing Director and Head of Governance and Education at AlTi Tiedemann Global, to discuss the topic of the relationship with money, …

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How would you describe your relationship with money? In this episode, Tim Volk offers a tantalizing glimpse of what lies ahead in the forthcoming episodes. Get ready to embark on a riveting journey as he unveils a compelling two-part series alongside Jill Shipley. Together, they will delve into the intricacies of our relationships with money …

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Have you ever wondered how personal experiences can drive individuals to create meaningful change within their families and workplaces? Join Tim Volk in a captivating episode as he delves into a powerful and transformative story of survival, acceptance, and creating a more inclusive world. In this engaging conversation, Tim sits down with Rebecca Sanborn, J.D., …

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Envision the emotional journey of parents, resolute in their unwavering dedication to embrace and affirm their child’s sexual orientation or gender identity, while simultaneously grappling with the burden of their child’s battle against addiction. This multi-layered heartache casts a shadow of pain and complexity, making it an excruciating ordeal endured by far too many parents …

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The journey to parenthood is filled with twists and turns, and it’s rarely an easy one. But for those who must take the path less traveled to create a baby, the journey can be even more challenging. Despite the obstacles, these individuals are determined to overcome adversity and build the family of their dreams. In …

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How does aging affect the LGBTQ+ community and what can we do to help them age with dignity? In this episode, Tim Volk speaks with Arden O’Connor and Sam Van Kalkeren, MSN, RN, CDP, CADDCT about the challenges of aging with dignity for individuals in the LGBTQ+ community. Arden and Sam discuss the challenges faced …

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Did you know that out of the staggering 140 million individuals aged 12 and above who consume alcohol, a startling 20% grapple with the harsh realities of alcohol abuse or addiction? In this episode, Tim Volk engages in a profound conversation with Arden O’Connor, the founder, and CEO of O’Connor Professional Group. Together, they delve …

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Get ready to learn about the 5 capitals that can help your family thrive for generations to come! Join Tim Volk on this episode as he shares his expertise on human, intellectual, social, spiritual, and financial capital. You’ll discover how to create a strong foundation and sense of purpose that transcends generations by managing and …

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