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The Psychology of Money: How Behavior Shapes Generational Wealth
- 2025/04/01
- 再生時間： 39 分
- ポッドキャスト
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あらすじ・解説
🎙 The Psychology of Money | Ashley Quamme on Inheritance, Behavior & the Great Wealth Transfer
$84 trillion is set to change hands over the next 20 years—and most of us aren't ready.
In this episode of The Great Wealth Transfer, David Pulcini, CFP®, sits down with Ashley Quamme, a licensed therapist and financial behavior specialist, to unpack the emotional side of money. From family dynamics and inheritance guilt to entitlement, fear, and financial anxiety, Ashley shares powerful insights on how human behavior shapes legacy planning.
💬 Topics We Cover:
Whether you're planning to pass wealth down or inherit it, this episode will challenge how you think about money—and help you navigate one of the biggest financial transitions in history.
🔗 Connect with Ashley: Planning and Beyond Podcast https://www.linkedin.com/in/ashleyquamme/
📞 Ready to start your legacy plan?
Visit sixpointfp.com or call (585) 485-0947
Email me: dpulcini@sixpointfp.com
Schedule a meeting HERE: https://calendly.com/dpulcini/introductory-conversation
$84 trillion is set to change hands over the next 20 years—and most of us aren't ready.
In this episode of The Great Wealth Transfer, David Pulcini, CFP®, sits down with Ashley Quamme, a licensed therapist and financial behavior specialist, to unpack the emotional side of money. From family dynamics and inheritance guilt to entitlement, fear, and financial anxiety, Ashley shares powerful insights on how human behavior shapes legacy planning.
💬 Topics We Cover:
- Why money decisions are emotional—not logical
- What to do if you're anxious about the markets
- How to talk to your kids about your wealth (and why you should)
- Avoiding entitlement, guilt, and mistakes with inherited money
- Real-life stories about siblings, estate planning, and fairness
- Why transparency beats secrecy when it comes to legacy
Whether you're planning to pass wealth down or inherit it, this episode will challenge how you think about money—and help you navigate one of the biggest financial transitions in history.
🔗 Connect with Ashley: Planning and Beyond Podcast https://www.linkedin.com/in/ashleyquamme/
📞 Ready to start your legacy plan?
Visit sixpointfp.com or call (585) 485-0947
Email me: dpulcini@sixpointfp.com
Schedule a meeting HERE: https://calendly.com/dpulcini/introductory-conversation