The wealthy never dropped their instructions—and if they did, they definitely didn’t do it in your group chat. In this episode of The Success Lab, Dr. Shena Dixon Mason, Esq.—attorney, financial services professional, multi‑business owner, corporate brand partner, R1 research professor, and advisor to the wealthy—shifts the spotlight from spreadsheets to people, breaking down how serious families choose who gets a say in their money decisions. You’ll hear the quiet filters they use to decide which advisors, professionals, and “friends with opinions” are Green Lights and which are Red Lines: clarity over noise, substance over swagger, and long‑term trust over short‑term hype. You’ll leave with a simple Money Circle Audit you can run on the top voices in your financial life, so you stop outsourcing your future to the loudest person in the group chat and start curating a circle worthy of your last name. This podcast is for educational and informational purposes only and is not legal, financial, tax, or investment advice; always consult your own qualified professional advisors before acting on anything you hear in The Success Lab. Click the link for your personal invitation to the Lab.