Wealth Strategy Secrets of the Ultra Wealthy Podcast

Navigating Money Personalities: Understanding Financial Dynamics and Legacy Wealth


Listen Later

Welcome to today's episode where we have the pleasure of hosting Dr. Patty Ann Tublin, a globally recognized expert in emotional intelligence, relationships, and the psychology of money. Dr. Patty Ann holds an impressive background with two master's degrees and a doctorate in clinical psychology, bringing a wealth of knowledge and insights to our conversation.

In this engaging episode, Dr. Patty Ann delves into the intricate dynamics of money and legacy, unpacking how monetary decisions impact personal, marital, and family relations. She emphasizes that wealth should transcend beyond mere financial inheritance, focusing instead on passing down core values and financial stewardship to future generations.

One of the highlights of our discussion is Dr. Patty Ann's perspective on how early inheritance might dampen children's ambition. She underscores the significance of structuring inheritances thoughtfully to foster drive and independence in future generations.

Join us as Dr. Patty Ann shares her expertise on understanding various money personalities and how they shape our financial decisions and relationships. She offers invaluable insights into recognizing these traits in ourselves and our loved ones to make better financial choices and establish a stronger, healthier relationship with money.

By the end of this episode, you will walk away with a deeper understanding of the psychological aspects of wealth and practical tips for fostering financial awareness and education.

In this episode, we discuss:

  1. The role of money in personal and family dynamics

  2. Identifying and understanding different money personalities

  3. Structuring inheritance to encourage ambition

  4. The psychological aspect of investing and financial decision-making

Click here to read more: https://pantheoninvest.com/episode148

...more
View all episodesView all episodes
Download on the App Store

Wealth Strategy Secrets of the Ultra Wealthy PodcastBy Dave Wolcott

  • 5
  • 5
  • 5
  • 5
  • 5

5

96 ratings


More shows like Wealth Strategy Secrets of the Ultra Wealthy Podcast

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,775 Listeners

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

711 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,868 Listeners

Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

Creating Wealth Real Estate Investing with Jason Hartman

536 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

992 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

601 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

585 Listeners

Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

Passive Real Estate Investing

971 Listeners

Lifetime Cash Flow Through Real Estate Investing by Rod Khleif

Lifetime Cash Flow Through Real Estate Investing

1,407 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

413 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

422 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

518 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

721 Listeners

The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

The Lifestyle Investor - Investing, Passive Income, Wealth

290 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

129 Listeners