Wealth of Wisdom Advancing Flourishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart
5 snips
Dec 5, 2022 
Guests Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart discuss a 10x10 learning roadmap for managing wealth and life choices. Topics include holistic wealth management, navigating life stages, deep reflection on 'why' questions, and the delicate balance of advisor confidence and humility.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Wealth Psychology: A Journey of Diverse Paths
02:12 • 7min
Holistic Wealth and Family Dynamics
09:12 • 13min
Navigating Life Stages with a Personal Roadmap
22:10 • 20min
Bountiful Living and Family Enrichment
42:10 • 3min
Emphasizing the Importance of Starting with 'Why' Questions for Deep Reflection
45:39 • 2min
Exploring the Delicate Balance of Advisor Confidence and Humility
47:18 • 2min