Unlock the hidden power of your personal story and its impact on your wealth, marriage, and life. What if the key to financial success and lasting happiness isn't just in your portfolio—it's in understanding the stories that shaped you and your spouse? This episode reveals how unspoken childhood beliefs about money can secretly sabotage your marriage and future—unless you confront and decode them.

Joe Soto, with nearly two decades of Wall Street experience and hundreds of clients helped, dives deep into the often-overlooked stories we carry about money. He exposes how these narratives influence your relationships, decision-making, and even your ability to enjoy wealth. Discover why knowing your own childhood money story—and your spouse’s—is the most critical step toward harmony and true wealth.

We break down:

• The #1 reason marriages struggle over money—and how to fix it
• The unnoticed patterns rooted in your early life that shape your financial fears and Scarcity mentality
• Practical exercises to uncover your "money origin story" and align it with your partner’s
• The fifth dimension of wealth: going beyond portfolios to foster emotional and relational abundance
• Why ignoring your story could cost you everything—and how understanding it can save your marriage and legacy

This isn’t just about money—it's about transforming your entire life. If you’re tired of feeling stuck, repeating the same arguments, or watching your wealth slip away because of unseen emotional blocks, this episode is your breakthrough. Perfect for couples, entrepreneurs, and anyone committed to building not just financial wealth but deep personal fulfillment.

Joe Soto is a financial professional and founder dedicated to redefining wealth as more than money. His innovative "fifth dimension" framework brings spirituality, family, and self-awareness into the financial conversation, ensuring you don’t just chase numbers but build a life of meaning.

Are you ready to finally understand the story that’s holding you back—and rewrite it for success? Tune in, do the work, and step into the life and marriage you deserve.

Join Joe Soto as he delves into the critical intersection of wealth and wisdom, exploring why financial success without wisdom can jeopardize a family legacy. Drawing from his extensive experience on Wall Street, Joe introduces the "Patrimonio Fitness Test," a unique approach to securing your family's future. Discover how to navigate the complexities of financial planning, avoid common pitfalls, and build a legacy that encompasses faith, fitness, family, and finances. Tune in for insights that go beyond money, offering a comprehensive view of true wealth.

In this insightful episode, Joe Soto delves into the importance of core values in shaping family legacies and achieving financial success. Drawing from his experience as an Air Force veteran and a wealth manager, Joe discusses how core values like integrity, service, and excellence can guide financial planning and wealth transfer across generations. He highlights the pitfalls of neglecting these principles and offers strategies for integrating them into family mission statements to ensure lasting prosperity. Tune in to discover how to align your financial goals with your family's core values for a more meaningful legacy.

Wealthy families often struggle to pass on financial wisdom. The first generation's grit isn't automatically inherited. The key? Unpack your unconscious principles, document them, and coach your kids, explaining the 'why' behind your success. How do you prepare your children for financial stewardship? Share your thoughts!

In this enlightening episode, Joe Soto delves into the profound connection between culture and wealth. Discover how family values and cultural practices can significantly impact financial success and wealth preservation. Joe introduces his innovative approach, "Wealth in the Fifth Dimension," which emphasizes the importance of integrating cultural awareness into wealth management. Tune in to explore how cultivating a strong family culture can lead to sustainable financial growth and legacy building.

In this candid episode, Joe Soto opens up about a personal challenge: expressing emotions. Join Joe as he delves into the complexities of vulnerability, sharing heartfelt stories about moments when he wished he could cry but couldn't. From family gatherings to personal reflections, Joe explores the importance of embracing one's weaknesses and the journey towards self-improvement. Tune in to discover how acknowledging what we "suck at" can lead to profound personal growth and deeper connections with those around us.

In this reflective episode, Joe Soto delves into the importance of evaluating life's dimensions beyond financial success. As the year comes to a close, Joe shares personal insights on health, relationships, and setting intentions for the future. Join him as he explores the pain and power of reflection, encouraging listeners to build on truth and set meaningful goals for 2026. Tune in for a thought-provoking journey towards personal growth and intentional living.

In this enlightening episode, Joe Soto delves into the profound impact of financial conversations on personal and family well-being. Discover a simple yet powerful strategy to bring financial issues out of the shadows and into the light, fostering honest discussions that can transform relationships and alleviate stress. Joe shares insights from his two decades in wealth management, emphasizing the importance of integrating financial health with personal growth. Tune in to explore the concept of "Wealth in the Fifth Dimension" and learn how to harmonize your financial, spiritual, and family life.

Join Joe Soto as he delves into the journey from hope to action in building wealth. In this episode, Joe shares insights from his extensive experience in wealth management, discussing the challenges of preserving generational wealth and the importance of education and mindset. Discover how to transition from dreaming to doing, and learn about the innovative concept of "Wealth in the Fifth Dimension." Tune in for a thought-provoking conversation on creating a sustainable financial legacy.

n this episode, Joe Soto delves into the transformative power of investing in oneself. He emphasizes the integration of faith, family, finances, and fitness as key components of personal growth and financial success. Through personal stories and wealth management insights, Joe encourages a holistic approach to achieving a balanced and fulfilling life.