The Psychology of Money: How Behavior Shapes Generational Wealth Podcast Por  arte de portada

The Psychology of Money: How Behavior Shapes Generational Wealth

The Psychology of Money: How Behavior Shapes Generational Wealth

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🎙 The Psychology of Money | Ashley Quamme on Inheritance, Behavior & the Great Wealth Transfer
$84 trillion is set to change hands over the next 20 years—and most of us aren't ready.
In this episode of The Great Wealth Transfer, David Pulcini, CFP®, sits down with Ashley Quamme, a licensed therapist and financial behavior specialist, to unpack the emotional side of money. From family dynamics and inheritance guilt to entitlement, fear, and financial anxiety, Ashley shares powerful insights on how human behavior shapes legacy planning.
💬 Topics We Cover:
  • Why money decisions are emotional—not logical

  • What to do if you're anxious about the markets

  • How to talk to your kids about your wealth (and why you should)

  • Avoiding entitlement, guilt, and mistakes with inherited money

  • Real-life stories about siblings, estate planning, and fairness

  • Why transparency beats secrecy when it comes to legacy


Whether you're planning to pass wealth down or inherit it, this episode will challenge how you think about money—and help you navigate one of the biggest financial transitions in history.

🔗 Connect with Ashley: Planning and Beyond Podcast https://www.linkedin.com/in/ashleyquamme/

📞 Ready to start your legacy plan?
Visit sixpointfp.com or call (585) 485-0947

Email me: dpulcini@sixpointfp.com

Schedule a meeting HERE: https://calendly.com/dpulcini/introductory-conversation
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