In this episode of Wisdom and Wealth, we delve into the intricacies of family dynamics and the critical need for enhanced financial literacy. Our guest, Dr. Teri Rouse, an Early & Behavior Interventionist Consultant & Speaker, joins us to shed light on the challenges that families encounter in today's complex financial landscape.

Dr. Rouse brings a wealth of experience and insight into the discussion, highlighting the various dynamics at play within families and how they intersect with financial decision-making. From differing attitudes towards money to the impact of upbringing and cultural influences, Dr. Rouse offers valuable perspectives on navigating these complexities.

Moreover, we explore the pervasive gaps in financial literacy that persist across generations and socioeconomic backgrounds. Listen, as Frank and Dr. Rouse shares strategies for addressing these gaps, including proactive education and communication within families.

Chapters:

0:00 - Introduction and overview on the topic of the show

3:04 - The challenges facing a family unit in today's day and age

5:48 - Vast innovations has changed the way a family operates

9:47 - Our financial independence was cultivated through hard work

12:13 - The gaps in financial literacy throughout our country

17:43 - How financial literacy is addressed through the public education system

23:45 - Ryan's personal story of saving to purchase an experience, not an object

30:54 - Parents need to instill values at an early age

34:52 - Exciting endeavors Dr. Teri is working on to help parents resolve conflict

36:33 - How to get in touch with Frank and his team

37:20 - Closing remarks

Financial surprises can creep up on even the most organized people, causing everything from minor annoyances to major issues.

On the latest episode of Wisdom and Wealth, we’re diving into some common financial surprises and how you can take steps to avoid them. We'll provide you with some key takeaways to help optimize your financial world!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:14 - There are a variety of negative financial surprises that can arise

3:33 - The transition into retirement and some surprises that can occur

5:56 - How living longer can create financial surprises

7:58 - How prepared are you with your liquidity and insurances?

10:05 - The financial surprises associated with home ownership

12:05 - Asset protection planning and how it can help avoid financial surprises

14:22 - Working with a team of professionals to assist in financial planning efforts

16:57 - How to get in touch with Frank and his team

18:36 - Closing remarks

Each and every wealth plan should be a customized approach to addressing your personal and financial goals in life. Our team at the Astorino Financial Group works with clients to develop a systematized approach to conquering their financial challenges, so they can live a life of significance.

In today's episode of Wisdom and Wealth, we're exploring the process of developing a custom wealth plan.

On the latest episode of Wisdom and Wealth, we take a deep dive into the world of wealth management as a whole and what it means to the modern day investor.

Each and every individual/family should be leveraging a wealth plan that's catered towards their goals for the future. But what does their plan look like and how do they develop it? That's where we come in.

On the latest episode of Wisdom and Wealth, we sit down with hosts Ryan Ruff and Frank Astorino as they discuss succession planning for business owners.

The team is hosting a special guest, Edward A. Gramigna, Jr. from #faegredrinker who advises high net worth individuals on structuring, managing and preparing for the transfer of assets with the goal of minimizing estate and income taxes.

Learn more about #successionplanning with us today!

Welcome back to our #WisdomandWealthPodcast with host Ryan Ruff!

We are proud to introduce our newest team member, Kevin Astorino as he discusses his background, his motivation and how he plans to better serve our #AstorinoFinancial clientele.

On the latest episode of Wisdom and Wealth, we're joined by Mary-Ellen Salamone, of Write on Sports, to discuss charitable giving and its impact on our finances.

Mary-Ellen's work through the charitable organization Write on Sports is providing fantastic opportunities to kids and young adults. Join us for a great conversation!

On the latest episode of Wisdom and Wealth, we venture into the dynamic and multifaceted world of a CEO, exploring the challenges, triumphs, and secrets behind effective leadership at the top of the corporate ladder.

We're joined by David Astorino, Senior Partner at RHR International, as we dissect the complexities of the CEO role and gain invaluable insights from seasoned executives and management experts. For more than 20 years, he has been applying his expertise to complex client engagements, helping CEOs and boards of directors successfully drive the human side of transformational change within their organizations.

This episode is packed with helpful considerations for our audience, including worthwhile insights from industry experts!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:40 - Why Frank wanted to invite David (his brother) onto the podcast

3:01 - What issues tend to keep CEOs awake at night?

6:25 - The wealth management concerns that CEOs are focused on

7:52 - How CEOs need to navigate a work-life balance and the complexities of running their business simultaneously

12:14 - Frank's work with business owners to discuss life beyond their business

15:55 - The new generation of CEOs and the differing management styles

19:08 - Having values-driven conversations with younger generations

22:52 - CEOs need to become an expert at listening

28:01 - Control what you can control

33:49 - Fees vs. value

37:18 - How CEOs should analyze the cost of improving their business

41:27 - How to get in touch with Frank and David to discuss your concerns as a CEO

42:16 - Closing remarks

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