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Visionary Advisor

Totalfamily.io

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Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice. I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients. Welcome to Visionary Advisor, more at totalfamily.io
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Community Matters

communitymatters

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Community Matters features guest interviews to discuss topics of interest to the Santa Cruz Community. We aim to help people better understand important local issues and learn how to get involved to make a positive difference. Please listen and call in to join the discussions. Listen to Community Matters live every Friday from 2:00pm to 4:00 pm PT on https://santacruzvoice.com
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Some names in wealth management are respected. A few are legendary. Robert Balentine is one of them. If you’ve spent time in the ultra-high-net-worth world, you know the Balentine name and the influence the firm has had on how families think about wealth, values, and legacy. In this episode of Visionary Advisor, Alex Kirby sits down with Robert to …
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Hour One: Roberta Roberts and Pete Johnson describe how Amateur Radio helped over 100 Search & Rescue volunteers in challenging terrain, interacting with volunteers from many agencies from throughout California. Hour Two: Update on Monterey and Santa Cruz County large-scale battery energy storage system (BESS) projects, new rules and Supervisor act…
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Hour One: Monterey County Supervisor Glenn Church discusses why Board's decision to reject a moratorium on large battery energy storage system (BESS) projects will help move the County to develop the rules to regulate where they are allowed and safety requirements for how they operate. Contact him with thoughts on BESS issues: https://www.countyofm…
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Hour One: Interview with Capitola Resident Tom Ginsburg: how the Bulb Ave. neighborhood has come together to present reasonable, fact-based discussions to the Capitola City Council as large, dense development projects are proposed (philosophy of BRIMBY...Be Respectful In My BackYard). The Capitola City Council's actions were responsive. Hour Two: I…
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Hour 1: News about release of Santa Cruz County's new rules for siting potentially flammable and explosive large battery energy storage system (BESS) projects in neighborhoods. Info from Nina Audion, leader of Stop Lithium BESS in Santa Cruz County. Hour 2: Interview with Wendy Core, Michael Lovejoy, and Travis DeYoung from Vets 4 Vets. How local V…
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What if the problem with estate planning isn’t that clients are uninformed, but that they’re uninspired? In this episode of Visionary Advisor, David York, attorney, CPA, and Managing Partner at York Howell, joins Alex Kirby to reframe how advisors think about legacy, family leadership, and the true purpose of wealth. Drawing from his book Entrusted…
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Hour One: Supervisor Glenn Church discusses importance of proposed BESS moratorium in Monterey County to enable careful drafting of BESS Ordinance; Nina Audino (Stop Lithium BESS in Santa Cruz County) discusses safety problems with current lithium BESS technology and what Santa Cruz County Draft BESS Ordinance could include to protect public safety…
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Since the Wall Street Journal is writing about Family Mission Statements, it’s only a matter of time before your clients start asking about them. For advisors, that means now is the time to get out ahead of the trend—and find your footing on what these conversations are really about. In this episode, Whitney Webb, Managing Director at Cresset and a…
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Hour One and Hour Two: Today, 36 years ago, the Loma Prieta Earthquake shook the land and souls of our area. Centered in Nisene Marks State Park in Aptos but reverberating into the Bay Area, it was a BIG event that many remember. I am honored to host Mr. Sandy Lydon, local historian, for the full two hours as my Guest, describing what happened that…
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The term “multifamily office” gets used by nearly every wealth firm today, but few can define it clearly—and even fewer deliver what ultra-high-net-worth families truly need. In this episode, Rachel Hyman, President of Family Wealth Alliance, joins Alex Kirby to bring structure and insight to an increasingly crowded and confusing space. Drawing on …
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Hour 1: Santa Cruz County Supervisors plan to vote on new County battery energy storage system (BESS) projects next month. Why is 3CE supporting dangerous lithium BESS projects in our area. Status of 90 Minto Rd. BESS project in permit process. Hour 2: Barak Laub discusses his film " how he learned about foreign orphanages bringing in big money fro…
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Hour 1: Program dedicated to Jondi Gumz, RIP Excellent Reporter. https://www.santacruzsentinel.com/obituaries/jolande-gumz-scotts-valley/ Updates re: BESS update in Santa Cruz County: Urgent action needed! Attend the October 8 Panel of expert discussion regarding the truth behind what happened at the Moss Landing Battery Fire (See CASI Monterey htt…
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Hour One: Guest Scott Smith discusses the Moss Landing Battery Fire and the disturbing pattern of unacceptable response from agencies responsible for public safety and disaster response, urging people to work together to demand accountability and action. Preliminary soil samples align with the Never Again Moss Landing sampling data and Dr. Ivan Aie…
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Over the next two decades, $83.5 trillion in wealth will shift to a new generation—yet 81% of next-gen high-net-worth individuals plan to switch advisors shortly after inheriting. That should be a wake-up call. In this episode, P.V. Narayan, Head of Banking for the Americas at Capgemini, joins Alex Kirby to discuss the firm’s latest World Wealth Re…
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Hour One: Leaders of Arukah Project talk about sex trafficking in Santa Cruz County, the need for prevention and training responders to recognize the signs of trafficking, and the challenge of being able to support increasing numbers of calls for help from victims wanting to escape and local agencies needing help with supporting human trafficking v…
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Hour One: New CEO of Santa Cruz County Fairgrounds, Ms. Dori Rose Inda, discusses her background at Salud para la Gente and social work, and now in her new role as CEO of the Fairgrounds. What will be new for the County Fair...opening next week! Followed by a separate discussion by Host Becky re: Moss Landing Vistra Battery Fire site clean up, deve…
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Hour One: Interview with Andy Caldwell, COLAB in Santa Barbara County re: Caballero Battery Energy Storage Site (BESS) approved by fire chief and planning commission because there was no ordinance in place. https://santamariatimes.com/opinion/guest/what-blows-up-in-nipomo-doesn-t-stay-in-nipomo-andy-caldwell/article_53f44592-e3fb-11ef-8f10-d39447ad…
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Ultra-high-net-worth (UHNW) clients are not just managing assets — they’re navigating identity shifts, power transitions, and emotional complexity that challenge even the most seasoned advisors. In this episode, Ken Haman, Managing Director of the AllianceBernstein Advisor Institute (AB AI), shares insights from his white paper, The Emotional Journ…
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Hour One: Summary of Santa Cruz County Supervisor Actions re: grid-scale Battery Energy Storage Systems (BESS) projects and draft ordinance, and Commission on the Environment Final BESS Workshop. Second District Monterey County Supervisor Glenn Church discusses the current progress to clean up the Moss Landing 300 Vistra Battery Fire site, regulati…
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Hour One: Dr. Michael Hogan describes the October 8 CASI event to provide an impartial expert panel discussion to educate the public on the impacts of lithium BESS on health, soils and the integration within the electrical grid. https://casicalifornia.org/ Mr. John Hasar, representing Invinity discusses non-lithium flow battery technology and how i…
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HOur One: Ed Mitchel outlines lessons learned from the Moss Landing Vistra Battery Fire Disaster and offers suggestions for actions that County residents need to take as permitting of the 90 Minto Road Lithium Battery Energy Storage System (BESS) moves forward with permitting...to insist our public safety is protected! Hour Two: Discussion of today…
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Hour One: Guests Roxanne and David discuss the update on the Santa Cruz Regional Transportation Commission's (RTC) demand of Castle Estates and Blue & Gold Star Mobile Home owners whose homes, according to the RTC, encroach into the rail corridor and must be moved...or else. Hour Two: Brief discussion of LAFCO's Report on Felton Fire Protection Dis…
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Hour One: What were the takeaways of the July 24, 2025 State Fire Marshal Battery Energy Storage System (BESS) Fire Safety Symposium? Fire Officials can be driving the local BESS Ordinance for public and firefighter safety. Questionable claims by EPA of inability to calibrate equipment at Moss Landing Vistra Battery Fire. Fire Safety Symposium: htt…
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Legacy isn’t just what you leave behind—it’s how you shape lives today. In this episode of Visionary Advisor, host Alex Kirby, founder and CEO of Total Family, sits down with Cody Barbo, founder and CEO of Trust & Will, to unpack the trends transforming estate planning today. Drawing on fresh research and real-world results—Trust & Will has helped …
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Hour One: Discussion of recent public meetings by Never Again Moss Landing https://neveragainmosslanding.org/ and Stop Lithium BESS in Santa Cruz County https://www.stoplithiumbessinsantacruz.org/ and why it is important to boycott 3CE by Opting OUT: https://3cenergy.org/billing/energy-choices/opt-out/ Hour Two: Interview with Ms. Sarah Christensen…
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Hour One: Ms. Skylar Sacoolas describes GreenAction and what she is doing to support the residents injured by the 2025 Moss Landing Vistra Battery Fire. https://greenaction.org/ https://neveragainmosslanding.org/ Hour Two: Continued discussion of lithium battery energy storage systems (BESS) projects proposed in Santa Cruz County with caller Ms Nin…
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Silence around wealth isn’t harmless—it’s a liability. And for advisors serving high-net-worth families, knowing how to guide transparent conversations is no longer optional. In this episode of Visionary Advisor, Total Family CEO Alex Kirby sits down with Luke Jernagan, Managing Director of Family Learning at Matter Family Office, to explore how th…
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