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Are You Wealthy?

Wealth of Wisdom Podcast, Episode 21, 2018

In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating story about a conversation she had with a cab driver about wealth and life and asks the question – “Are you wealthy?” This question may seem at first blush easy to answer, just a quantitative matter. But of course it all depends on what you mean by “wealth.” In this conversation with Tom McCullough, she invites listeners to think through that question in ways far beyond money, including the impact that each of us has on the world around us.

Advisor-Client Relationships, Estate/Wealth Planning, Philanthropy, Podcasts and Webinars, Wealth Management

Topics

Books by Patricia

  • The Trustee Primer: A Guide for Personal Trustees
  • The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts

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