Episode 27

full
Published on:

28th Jul 2023

Optimizing Your Financial World - Episode 27 (Do You Know Your High-Net-Worth Personality?)

We all have various personality traits. Some of us are introverts while others are extroverts, for example. But did you know you also have a wealth personality and that it can have a big impact as you pursue your financial goals?

On the latest episode of Optimizing Your Financial World, we’re examining the topic of high net worth personalities — how to identify yours, and how you can put it to work as you seek to make smart decisions about your wealth. 

Timecodes:

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

1:58 - The how and why behind people's attitudes about money

3:10 - Your wealth personality should match your wealth manager's

5:00 - The most popular wealth personalities out there

6:51 - The more nuanced types of wealth personalities

9:50 - The benefits of working with a wealth manager that shares your wealth personality

12:23 - How you can figure out your wealth personality

16:36 - How involved do you want to be in your wealth planning matters?

18:28 - Can you have a mixture of these wealth personalities?

20:14 - How to get in touch with Mark and his team

21:31 - Closing remarks

Connect with Mark Wade:

Website

LinkedIn

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Optimizing Your Financial World

About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.