The Enlightened Family Business Podcast

The Enlightened Family Business Podcast
Ep. 167: The One Plan Every Family Is Missing with Libby Boatwright
 

In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Libby Boatwright — certified financial planner, former Stanford Medical Center chaplain, pastor, and author of The Last Things We Talk About — for a candid, deeply practical conversation about the one plan most families never make: an end-of-life plan. Drawing on decades of experience in palliative care, hospice work, financial planning, and pastoral ministry, Libby walks through the full spectrum of what families need to navigate when a loved one faces a serious diagnosis or decline — and why waiting until the last minute makes everything harder and more costly. Chris and Libby explore the critical difference between palliative care and hospice, how hospitals really operate and what they won't tell you, why your advanced directive is your most important legal document, the caregiving crisis quietly bankrupting American families, how to be an effective patient advocate inside a system not designed to help you, and what it actually looks like to help a loved one die well. Chris also shares his own firsthand experience navigating hospice for both parents — including a powerful story about standing up to a hospital trying to redirect his mother's care. This is a conversation every family should hear before they need it.
Episode Chapters
·       2:22   Meet Libby Boatwright
·       4:31   What End-of-Life Planning Actually Covers
·       7:29   When the Diagnosis Arrives: Legacy, Bucket Lists, and Getting the House in Order
·       10:00  The Circles of Support — Who Will Be There When It Matters?
·       12:44  How to Start the Conversation When Families Don't Want To
·       15:00  The Advanced Directive, HIPAA, and the POLST — The Three Essential Documents
·       18:32  The Caregiving Crisis: Costs, Burnout, and Family Conflict
·       23:36  Alzheimer's, Memory Care, and What It Actually Costs
·       26:17  Protecting Assets: Trusts, Look-Back Periods, and Planning Ahead
·       28:13  Navigating the Hospital System: Case Managers, Patient Advocates, and How to Fight for Your Loved One
·       35:00  Palliative Care: What It Is, When to Use It, and Why Most People Don't Know
·       38:09  Hospice: Medicare's Gift at the End of Life
·       41:18  Chris's Story: Standing Up to the Hospital
·       46:59  About the Book: The Last Things We Talk About
·       50:16  Resources and Farewell
 
Websites
·       elizabethboatwright.com
·       chrisyonker.com
 
Book
·       The Last Things We Talk About: Your Guide to End of Life Transitions by Elizabeth Boatwright (Bull Publishing, 2021) — available on Amazon
 
About Libby Boatwright
Rev. Dr. Elizabeth "Libby" Boatwright, BCC-PCHAC, CFP, is a chaplain, pastor, certified financial planner, and author who has spent over 30 years counseling families on end-of-life issues, loss, grief, estate planning, and the emotional and spiritual dimensions of dying. She served as a Relief Chaplain in Oncology Outpatient Palliative Care Medicine at Stanford Health Care, where she worked alongside hundreds of patients and families navigating serious illness and end-of-life transitions.
In her book The Last Things We Talk About: Your Guide to End of Life Transitions (Bull Publishing, 2021), Libby offers a practical framework for creating what she calls the "white book" — a simple binder or flash drive of all the materials a family will need when a loved one passes — helping heirs avoid what she calls "the treasure hunt" of lost documents and unspoken wishes. Libby has lectured at universities, colleges, and medical institutions, led seminars at national conventions, faith communities, parenting groups, senior fellowships, and estate planning forums. She has published in Cancer.net, Morningstar, CSA Journal, and Barron's, and has been featured in newspapers across the country. She has also appeared on ABC Nightly News and hosted her own radio show, The Fiscal Therapist, on KAIM.
Libby holds Master's degrees from UC Berkeley, San Francisco State University, and Fuller Seminary, a Doctor of Ministry in Semiotics and Future Studies from George Fox University, and holds certifications as a Certified Financial Planner and Board Certified Chaplain with Advanced Certification in Hospice and Palliative Care. She lives in Northern California.

The Enlightened Family Business Podcast
Ep. 166: Preparing the Rising Generation for Succession with Jeremy Lurey
 

In this episode of the Enlightened Family Business Podcast, host Chris Yonker is joined by Dr. Jeremy Lurey of Family Legacy First for a candid, wide-ranging conversation on one of the most underserved dimensions of family business succession — preparing the people, not just the plan. Recorded as part of the Family Business Executive Forum, this episode moves beyond the mechanics of who gets what and digs into the real work: the relational ecosystem, the communication structures, the identity questions, and the developmental gaps that determine whether a rising generation will thrive or fracture when the founding generation steps away. Chris and Jeremy explore why calling the next generation "now-gen" instead of "next-gen" changes everything; why the how of succession always matters more than the who; what the dashboard of a healthy succession ecosystem actually looks like; why governance without communication is just paperwork; and why the families that navigate multi-generational continuity best are the ones focused on individual flourishing, not just business continuity. They also share real client stories — both cautionary and inspiring — that illustrate what happens when families do this work and what happens when they don't.
Episode Chapters
·       0:00   Setting the Stage: Succession as a Process, Not an Event
·       2:21   The Family Succession Ecosystem — What's Really Required
·       5:31   Founder Influence and the Decision-Making Shift Across Generations
·       8:00   The Relational Structure of the Rising Generation — Are We Building It?
·       9:57   Fair vs. Equal: The Question That Stops Rooms Cold
·       13:10  The Succession Dashboard: Eight Indicators of Ecosystem Health
·       16:36  Now-Gen vs. Next-Gen: Why the Language Matters
·       19:20  Leadership Development Is Intentional, Not Accidental
·       23:02  How Much Input Should the Outgoing Leader Have?
·       25:34  What Got You Here Won't Get You There
·       28:00  Stewardship vs. Ownership — A Whole Different Framework
·       30:24  Why Holistic Discovery Matters More Than You Think
·       32:47  Life Happens Through Communication
·       36:21  Elevating from Me to We
·       38:13  When the Patriarch Won't Let Go — Real Stories
·       42:07  Jay Hughes, Flourishing, and the Individual in the Family System
·       44:02  Now-Gen Outside the Enterprise — A Powerful Case Study
·       50:24  Parting Wisdom: Where to Start in the Next Seven to Ten Years
·       54:50  Building the Multidisciplinary Advisory Team
·       55:26  Resources and Farewell
 
Websites
·       familylegacyfirst.com
·       chrisyonker.com
 
LinkedIn
·       Search Jeremy Lurey or Chris Yonker
 
About Jeremy Lurey
Dr. Jeremy Lurey is the founder of Family Legacy First, a consulting practice dedicated to helping multi-generational family enterprises navigate succession, governance, and legacy planning with a focus on the human side of the process. With a background in management consulting and executive coaching, Jeremy works with families across the country on leadership transitions, family councils, retreats, and the relational dynamics that determine whether a family business survives across generations. He is a sought-after speaker and facilitator known for his practical, story-driven approach and his conviction that succession is never just about choosing the right successor — it's about building the right ecosystem for the whole family to thrive.

The Enlightened Family Business Podcast
Ep. 165: Rethinking Succession in Family Business with Josh Baron
 

In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Josh Baron — Harvard Business School faculty member, co-founder of Banyan Global, and co-author of multiple Harvard Business Review works on family enterprise — for a rich, deeply practical conversation on the topic that never gets old: succession. Josh has spent 20 years advising family businesses and teaching at Columbia and Harvard, and what he keeps finding is that families don't fail at succession because they chose the wrong person. They fail because they never built the right process. Together Chris and Josh explore why a family business CEO who's been in the seat for 30 years is not facing a job change — they're facing an identity crisis; why the how of succession is more important than the what; the critical difference between conquerors and rulers and why the next generation doesn't need to look like the founder to be the right fit; how to use the arc of succession — assets, roles, and capabilities — as a planning framework; what happens when the founding generation leaves and the next generation discovers they have no one to resolve their disputes; and why working backwards from the far future is one of the most effective tools for getting a reluctant founder to engage. They also dig into the four ownership models used by successful multi-generational family businesses and why the question isn't just who should run the business — it's whether the family should have a business at all.
Episode Chapters
·       3:56   Meet Josh Baron
·       5:13   From Bain to Banyan: How Josh Found His Way Into Family Business
·       8:00   Why Succession Is an Evergreen Problem — and Always Will Be
·       10:12  What the Rising Generation Is Really Feeling
·       13:12  Why G1 and G2 Struggle to See Each Other Clearly
·       15:39  When Is the Right Time to Start Succession Planning?
·       16:05  The Arc of Succession: Assets, Roles, and Capabilities
·       20:48  Succession Is a Process, Not an Event
·       22:11  The Danger of the One-Winner Moment
·       24:33  Why Every Generation Needs a Different Kind of Leader
·       27:50  How to Help a Founder Embrace What Got Us Here Won't Get Us There
·       30:00  Grafting: How the Next Gen Should Introduce New Ideas
·       31:30  Working Backwards: The Most Effective Tool for Reluctant Founders
·       35:35  What Happens When the Founder Leaves and the Glue Disappears
·       38:00  Should We Even Have a Family Business? The Question Nobody Asks
·       40:19  The Four Ownership Models and When Each One Works
·       46:09  The How Is Greater Than the What
·       49:06  When to Get Outside Help — and Why You Always Need It
·       53:31  Resources and Farewell
 
Websites
·       hbs.edu (search Josh Baron)
·       banyanglobal.com
·       chrisyonker.com
 
Book & Articles
·       The Founder's Final Act — Harvard Business Review, September–October 2025
·       Search "Josh Baron HBS" for the full catalog of published work
 
About Josh Baron
Josh Baron is a Senior Lecturer at Harvard Business School, coauthor of the Harvard Business Review Family Business Handbook, and a cofounder of BanyanGlobal Family Business Advisors.

The Enlightened Family Business Podcast
Ep. 164: Unlocking Inner Potential: Tools for Sustainable Leadership
with Shalin Desai
 

In the Enlightened Family Business Podcast, host Chris Yonker welcomes Shailendra (Shalin) Desai, an engineer and longtime Art of Living teacher who has spent 20 years teaching breathing techniques and meditation in 64 U.S. cities, including Fortune 500 companies. They discuss shifting leadership needs, employee disengagement, and generational differences, emphasizing that calm, regulated nervous systems support trust, connection, and better decision-making. Desai explains Art of Living's SKY Breath (Sudarshan Kriya) and cites research, including a Yale study comparing outcomes with mindfulness-based stress reduction and an emotional intelligence program, noting benefits like reduced cortisol and anxiety and increased purpose. He guides listeners through a short bellows breathing (Bhastrika) exercise and brief meditation, recommends starting the day with the practice, and frames breathwork as daily "mental hygiene."
 
·       00:54 Meet Shalin Desai
·       04:25 Leadership Engagement Crisis
·       08:34 Generational Leadership Shift
·       11:02 Breathwork For Calm Leaders
·       17:42 Why Breath Before Meditation
·       21:22 Guided 12 Minute Practice
·       36:02 When To Use It
·       36:35 Real World Impact Stories
·       42:22 Mental Hygiene Mindset
·       43:20 Resources And Farewell
 
Websites
·       artofliving.org
·       chrisyonker.com
 
 
About Shalin Desai
Shalin Desai is the Director of Programs for the Art of Living Foundation, one of the world's largest nonprofit organizations, whose initiatives have positively impacted over 500 million people across 180+ countries. With more than 25 years of experience teaching breathwork and meditation, Shalin is known for integrating ancient wisdom with modern leadership and well-being practices. He also serves as Chief Revenue Officer of Sri Sri Tattva, a global wellness brand offering natural and Ayurvedic products that promote holistic health through a blend of tradition and science.
For over 15 years, Shalin has designed and delivered corporate leadership and wellness programs for organizations including Microsoft, Dell, Boston Consulting Group, Accenture, Salesforce, Eli Lilly and Company, and Merck & Co.. His work helps leaders and teams manage stress, build resilience, and cultivate mental clarity while reconnecting with a deeper sense of purpose.
Personally trained by Gurudev Sri Sri Ravi Shankar, Shalin is among a select group chosen to train teachers of the Art of Living programs. Through his seminars and speaking engagements, he combines scientific insight with practical tools that help individuals and organizations unlock sustainable performance and well-being.He is also known for his Intuitive Life Scan, a breakthrough approach in which trained guides provide unbiased, highly accurate insights into an individual's unique situation. Using techniques that access the intuitive space—also called Absolute Intelligence—participants gain clarity and actionable guidance beyond what conventional knowledge can offer.
A highly engaging speaker known for his relatable storytelling and humor, Shalin inspires audiences with practical techniques they can apply immediately to improve focus, leadership, and overall well-being.
Shalin holds a degree in Supply Chain Management from the State University of New York and lives in Indianapolis with his wife and two children.

Susan Weingartner has spent more than 25 years working at the intersection of capital and human behavior.
Although she grew up as the daughter of a wealth advisor, Susan initially chose a different path. Her career led her through philanthropy, impact investing, sustainable real estate, and capital markets, where she came to understand a powerful truth: wealth is never just financial. It carries responsibility, and when that responsibility remains unspoken, it shapes families in ways they don't expect.
As a founder of a family enterprise, former CEO, investor, and leader in philanthropy and impact investing, Susan brings a rare cross-disciplinary perspective to conversations about legacy, stewardship, and the human side of wealth.
Today, Susan helps families prepare the next generation for the responsibility and stewardship of wealth. Through her speaking, advising, and thought leadership, she helps families, advisors, and institutions prepare people, not just assets, for the future.