Liz Hand - Pleasant Wealth Pt 2

Kim Luthy Synthesis Wealth Pt 2

In this Part 2 episode of CBS Spotlight, Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, shares her perspective on growth, resilience, and intentional living. She discusses viewing life in “seasons,” using transitions as opportunities to reflect and realign priorities. Kim reflects on her time as a single mother, emphasizing how firm boundaries allowed her to stay focused at work while being fully present for her children. She also challenges the idea of “balance,” encouraging individuals instead to align with the priorities of their current season and protect their time. The conversation highlights her belief that money is a tool—not the source of happiness—but a way to live out values like kindness, generosity, and growth. She also credits persistence as a key driver of success, viewing challenges as lessons and encouraging others to take ownership of their path. Kim closes by emphasizing mentorship and legacy, with a passion for inspiring women to believe in themselves, claim their seat at the table, and support one another in their growth.

Kim Luthy Synthesis Wealth Pt 1

In this episode of CBS Spotlight, the conversation features Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, who shares her remarkable personal and professional journey. Kim reflects on her 38‑year career in the financial industry and how life’s challenges—from stepping into a caregiver role at a young age to advocating fiercely for her children during serious health crises—shaped her into a resilient leader and advisor. The discussion explores her definition of “grit,” the importance of advocacy and generosity in leadership, and how her lived experiences directly inform the way she shows up for clients, mentors others, and builds deep, trust‑based relationships within her practice.

Liz Hand - Pleasant Wealth Pt 2

Part 2 of our conversation with Liz Hand goes even deeper. Liz expands on how values‑based planning shapes better outcomes for clients, especially women navigating retirement transitions. She shares practical insights on creating space for meaningful conversations, balancing growth with sustainability, and leading with empathy in an industry that often prioritizes numbers over people. It’s an honest look at how intentional firm design—and intentional listening—can transform both client relationships and long‑term success.

Liz Hand - Pleasant Wealth Pt 1

In this episode of CBS Spotlight, features Liz Hand from Pleasant Wealth. Liz shares her journey as a second‑generation financial advisor and how she’s helped reshape her family’s practice into a more intentional, human‑centered firm. The conversation dives into the intersection of money and mindset, serving women approaching and entering retirement, and building an advisory practice rooted in purpose, clarity, and long‑term sustainability

James Wong - The Founder's Chair

In this episode, we feature James Wong, founder of The Founder's Chair. With over two decades in financial services, James brings deep experience in insurance, technology distribution, startups, and M&A. He shares his personal journey and the philosophy behind The Founder’s Chair, focused on helping founders lead with clarity and connecting funders with meaningful growth opportunities.