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In each episode, John welcomes industry leading experts to explore real-world decisions across investments, private banking, estate planning, philanthropy, leadership, legacy and more.

Podcast episodes

John Zimmerman, with guests Justin Flach and Tom Thiegs

Difficult Conversations Around Wealth & Estate Planning

March 31, 2026 – In this episode, we examine why wealth conversations are often difficult yet essential for long‑term family continuity, outlining the risks of reactive planning and how proactive preparation can strengthen governance and support multigenerational relationships.
 

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Disclosures

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Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.

The views expressed in this podcast are for informational and educational purposes only and are not intended as financial, investment, legal, or tax advice. Any examples discussed are for illustration only and do not reflect actual client situations. Listeners should consult their legal, tax, and financial professionals for advice specific to their circumstances.