About the Purpose of Wealth Podcast
Financial independence goes beyond just having money; it’s the ability to live life on your terms, without worrying about financial constraints. It allows you to make choices driven by passion and purpose rather than necessity. By striving for financial independence, we open up opportunities for growth, innovation and impact, not only for ourselves but also for future generations.
About This Episode
In this episode of The Purpose of Wealth, renowned family wealth consultant, educator and psychologist Dr. Jim Grubman sits down with host Narelle Hooper to dismantle the fear-based narratives surrounding intergenerational wealth transfer.
Dr. Grubman, co-author of Wealth 3.0, offers a refreshing, positive-psychology-based approach to family wealth. We’ll tackle a longtime trope, ring the Dr Jim helpline, and get a mini masterclass in negotiation between the generations. That way you can find harmony (in the family choir).
Plus, Dr Jim shares three key questions to help your family adapt to change and help build a legacy grounded in values, communication, and intentional stewardship.