Wealth and Identity: Helping Clients Adapt Well to Wealth

Published: Jul 14, 2020

Let’s Talk Family Enterprise Podcast Episode #13

Host: Ruth Steverlynck, LL.B (hons), FEA

Guests: Joan DiFuria, MFT and Stephen Goldbart, Ph.D

In this episode, Ruth Steverlynck sits down with Joan DiFuria and Dr. Stephen Goldbart, co-founders of the Money Meaning and Choices Institute. They discuss the psychological impact that life-altering wealth can have on individuals and families, and what families who are “getting it right” are doing that FEAs can meaningfully learn from to support and help the families they serve.

Mentioned in this episode

Family: The Compact Among Generations

Author: James E. Hughes, Jr.

Affluence Intelligence: Earn More, Worry Less, and Live a Happy and Balanced Life

Authors: Stephen Goldbart and Joan DiFuria

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