Navigating Wealth: Financial Literacy and Open Communication in Families with Dr. Jim Grubman

How does financial literacy and open communication help families navigate wealth and plan for the future? Family wealth consultant Dr. Jim Grubman joins hosts Wes Brown and Dr. Sonya Lutter to dissect the intersection of wealth, psychology, and legacy.

Jim shares his career journey from psychology to wealth management, including into his personal experiences with inherited wealth and his approach to teaching children about money management. From adapting parenting styles for affluent families to navigating wealth issues, the conversation offers valuable insights on fostering open communication and promoting positive financial literacy.

Psychology, family dynamics, and family business intertwine in this invaluable conversation. Tune in to learn how we can integrate these tools for the benefit of both their family and society.

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Analog Advisor is produced by Mickenzie Vought and edited by Podcircle

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