Richard I. Sichel, Executive Vice President and Chief Investment Officer of the Philadelphia Trust Company, and Patricia Tawadros, Founder and CEO of Xercel, interview Barbara Greenspan Shaiman about financial matters. Barbara explains how finding one’s passion and converting it to action can impact well-being and teach values across multiple generations. Both are especially important in wealth management. Barbara shares how her upbringing and life’s experiences motivated her to write Life Your Legacy Now! to inspire a culture of caring.