Connecting Wealth with Purpose

Connecting Wealth with Purpose

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Connecting Wealth with Purpose episodes

  • Aligning Your Wealth With Your Values

    You’ve spent a lifetime learning how to save. But has anyone ever taught you how to spend with purpose?

    In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, explore the powerful shift from accumulation to intentional use of wealth. After years of disciplined saving and investing, many successful individuals find themselves asking an unexpected question: What is this all for?

    Ann Marie and Trey unpack why it can feel emotionally difficult to spend wealth during your lifetime, even when the numbers clearly support it. They discuss how early financial conditioning creates an “accumulation mindset,” and how a thoughtful planning process can help clients transition toward clarity and confidence. By identifying core values and assigning real resources to what matters most, wealth becomes more than a balance sheet; it becomes a tool for purpose.

    In this episode:

    • (00:00) Introduction

    • (01:10) What Is Your Wealth Really For?

    • (03:03) Why Wealth Can Be So Hard to Spend

    • (04:12) Defining What Matters Most

    • (05:50) How a Financial Plan Creates Confidence

    • (07:20) Turning Your Values Into Real Financial Decisions

    • (09:32) Going Deeper on Family, Giving, and Impact

    • (10:50) Using Wealth to Create Meaningful Experiences

    • (13:00) Spending With Purpose, Not Guilt

    • (13:59) A 10-Minute Exercise to Align Your Wealth and Values

      • Key Takeaways 

      • Why the accumulation mindset is deeply ingrained from an early age

      • The emotional barriers that make spending feel uncomfortable, even when financially secure

      • How a structured, visual financial plan can create clarity and confidence.

      • Turning abstract values like family, freedom, legacy, and contribution into concrete planning “buckets”

      • The difference between reckless spending and intentional, purpose-driven spending

      • Why giving during your lifetime, whether to family or charitable causes, can create deeper fulfillment

        • Resources Mentioned

        • Washington Post article on how purpose, contribution, and community connection can support greater happiness and well being

          • Connect with our hosts:

          • RBC Wealth Management: The Etergino Group

          • Ann Marie Etergino on LinkedIn 

          • Trey Blanchard on LinkedIn

            • Subscribe

            • Website

            • Apple Podcasts

            • Spotify

              • 17 min
            • Why our relationship with money is formed long before we earn it

              Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation. 

              In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning is deeply emotional, 

              how purpose-driven conversations change outcomes, and why aligning wealth with values can create impact during life, not just at the end of it. 

              20 min

            About Connecting Wealth with Purpose

            From the publisher's feed

            Do you want to use your wealth as a tool to enrich your life and the lives of those around you? From legacy and family priorities to empowering the causes you care about; our conversations can inspire…