Join JR Gondeck, a renowned wealth management expert, and I for an engaging discussion on multi-generational wealth planning. We explore the evolution of family financial conversations, from top-down directives to inclusive dialogues involving every generation. Delve into topics such as millennials' financial challenges, the benefits of early inheritance, and strategies for promoting financial literacy among younger family members.

Experience the impact of clear communication in estate planning through compelling stories that resonate with many. Learn from a tale of discord sparked by a father's will, emphasizing the importance of transparency for preserving family harmony. Discover how preparedness can ease anxieties surrounding money and mortality.

In our uplifting conclusion, we share the heartwarming story of two estranged brothers finding reconciliation after 25 years, highlighting the healing power of open financial dialogue. Navigate through trust funds, 529 plans, and evolving educational funding landscapes while embracing the importance of adapting to life's changes. Whether managing cross-country relationships or embracing new trends like video dating apps, our discussion celebrates the enduring strength of family bonds and the necessity of evolving with the times.




Contact JR Gondeck:
Managing Director, Partner at The Lerner Group at Hightower
Co-Author of Family Value at Risk
Co-Founder and CEO of Verge LLC
Email: Jrgondeck@hightoweradvisors.com

Contact Jennifer Rosen:
Email: jennifer@mindyournest.com

Have you ever packed up your life and set sail for a sunnier horizon? My longtime friend Robin Depeder did just that, trading Chicago's skyscrapers for Florida's sunshine. On this heartwarming episode of Mind your Nest, Robin recounts the emotional and professional journey of relocating her thriving real estate career. She sheds light on the contrasts between Florida's coasts and recalls the leap of faith I took when she guided me through purchasing my Delray Beach home, all through virtual reality. As we walk down memory lane, the laughter and memories we share are a testament to the enduring bonds of friendship and the significance of trust when embarking on life’s big changes.

Robin's story isn't just one of relocation but one of unwavering determination. With the real estate landscape reshaped by the pandemic, she reveals the tenacity required to reestablish her business and the strategy behind her success in a new, bustling market. We also unpack the true essence of networking—it's not merely about swapping contacts but about building genuine, value-driven relationships. Robin's experiences in finding her place within a saturated market, while maintaining her Midwestern roots of commitment and integrity, offer a blueprint for anyone navigating their professional endeavors with authenticity and resilience. Join us for this insightful conversation that's sure to strike a chord with anyone facing their own set of crossroads.

Contact Robin Depeder:
Email: robin.depeder@elliman.com
Website: https://robinsellsthesun.com

Contact Jennifer Rosen:
Email: jennifer@mindyournest.com

When I, Jennifer Rosen, sat down to share the philosophy of "Mind Your Nest," it wasn't just a trip down memory lane; it was an emotional expedition through the Midwestern values that have defined me. As I peeled back the layers of my cherished upbringing, I uncovered the trials and tribulations that lurked in the shadows—weight challenges, unspoken grief—and the ways they've sculpted my approach to care and connection in my career.

Joining hands with older women as they navigated life post-loss became a calling during my synagogue years, forging an unbreakable bond within the community. Through laughter, empathy, and a shared fondness for bridge, I became a confidante and an advocate, intertwining the meticulous nature of business management with the tenderness required in personal relationships. Witnessing the fortitude of these incredible women offered me a fresh perspective on life's fleeting moments and the importance of companionship.

Our conversation culminated with an affirmation of joy and the light-hearted spirit that's essential, even when the ride gets bumpy. With my producer Janine's unwavering support, we celebrated the powerful impact of positivity on our audience. It's a journey of life's peaks and valleys, but together, we underscore the significance of finding solace in the simple pleasures—like ice cream and chocolate—and the shared human experience that connects us all.

Contact Jennifer Rosen:
Email: jennifer@mindyournest.com