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Ready to spend boldly — but smartly?
In this episode of Golden Splurge we unpack S.K.I. (Spending the Kids’ Inheritance) with a practical wealth plan, a wellness deep-dive, and luxury travel that proves experiences can be your best legacy.
What you’ll hear in this episode:
We start with a no-nonsense guide from Charles Schwab on how to plan for big splurges without
risking long-term security. Then Dr. Emily Jones from Canyon Ranch explains why high-end
wellness gets serious ROI for health and longevity. We close with highlights from our Crystal
Cruises segment — bespoke voyages that turn travel into transformative life experiences.
Guests
● Annette Anderson - VP, Sr. Wealth Consultant, and Melissa Witbeck, Vice
President, Branch Manager/Private Wealth Services, Charles Schwab
● Jennifer Wagner - Chief Health & Performance Officer Canyon Ranch
● Jacqueline Barney - Vice President, Global Sales Partnerships and...