Episode 2 - In this conversation, Gordon Haas interviews Donna Olah-Reiken, the founder and CEO of Preferred Small Business Solutions. Donna shares her journey in providing back-office solutions for small businesses and high-net-worth individuals. The discussion covers the importance of understanding client needs, the onboarding process, leveraging technology and AI, daily money management services, and the challenges of financial conversations. Donna also addresses the complexities of the sandwich generation and the concept of multifamily offices in wealth management.

In this inaugural episode of the GenRelational Wealth podcast, host Gordon Haas discusses the importance of financial planning and the journey to becoming a CERTIFIED FINANCIAL PLANNER®. He shares personal experiences that shaped his perspective on finance, including life-threatening health challenges. The conversation emphasizes the significance of teaching financial literacy to the next generation and the role of family in financial education.