Podcast
KJ Harrison Insights –
Managing Risk & Returns
Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families.
Together, they go beyond the numbers to discuss:
- How family dynamics impact estate and wealth planning
- How women are leading and guiding the next generation
- How to take a more active role in your family’s financial future
Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.
Sarah Bull, CIM®
With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high-net-worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.
Why Women Need to Get Involved in Wealth Planning and Investing
When the voices of women go unheard, the result can be a wealth plan that is simply not as effective or relevant as it should be.
Episode 44 – Decoding Trump’s Economic Moves: What’s Behind the Chaos? (March 2025)
Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. In this episode, Sarah Bull and Joel Clark analyze the potential motives behind his strategy and his real endgame.
