Connecting Wealth with Purpose https://connectingwealthwpurpose.podbean.com en Copyright 2026 All rights reserved. Do you want to use your wealth as a tool to enrich your life and the lives of those around you? From legacy and family priorities to empowering the causes you care about; our conversations can inspire you. Here, we’ll explore how you can achieve greater clarity, confidence, and control over your financial life. At the Etergino Group, we believe managing wealth is about far more than numbers – it’s about aligning your money with your deepest values, your dreams, and the life you want to live right now. Join Ann Marie Etergino, Financial Advisor and founder of RBC Wealth Management’s Etergino Group, as she shares strategies, stories, and perspectives to help you connect your wealth with your purpose – and live more richly, today and into the future. https://megaphone.imgix.net/podcasts/6034c7b0-b36f-11f1-8793-43d1449fa59d/image/cfad7fd5bf92cea40fdda1c796235f16.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Connecting Wealth with Purpose https://connectingwealthwpurpose.podbean.com no episodic connectingwealthwpurpose Do you want to use your wealth as a tool to enrich your life and the lives of those around you? From legacy and family priorities to empowering the causes you care about; our conversations can inspire you. Here, we’ll explore how you can achieve greater clarity, confidence, and control over your financial life. At the Etergino Group, we believe managing wealth is about far more than numbers – it’s about aligning your money with your deepest values, your dreams, and the life you want to live right now. Join Ann Marie Etergino, Financial Advisor and founder of RBC Wealth Management’s Etergino Group, as she shares strategies, stories, and perspectives to help you connect your wealth with your purpose – and live more richly, today and into the future. connectingwealthwpurpose Aligning Your Wealth With Your Values You’ve spent a lifetime learning how to save. But has anyone ever taught you how to spend with purpose? In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, explore the powerful shift from accumulation to intentional use of wealth. After years of disciplined saving and investing, many successful individuals find themselves asking an unexpected question: What is this all for? Ann Marie and Trey unpack why it can feel emotionally difficult to spend wealth during your lifetime, even when the numbers clearly support it. They discuss how early financial conditioning creates an “accumulation mindset,” and how a thoughtful planning process can help clients transition toward clarity and confidence. By identifying core values and assigning real resources to what matters most, wealth becomes more than a balance sheet; it becomes a tool for purpose. In this episode: (00:00) Introduction (01:10) What Is Your Wealth Really For? (03:03) Why Wealth Can Be So Hard to Spend (04:12) Defining What Matters Most (05:50) How a Financial Plan Creates Confidence (07:20) Turning Your Values Into Real Financial Decisions (09:32) Going Deeper on Family, Giving, and Impact (10:50) Using Wealth to Create Meaningful Experiences (13:00) Spending With Purpose, Not Guilt (13:59) A 10-Minute Exercise to Align Your Wealth and Values Key Takeaways  Why the accumulation mindset is deeply ingrained from an early age The emotional barriers that make spending feel uncomfortable, even when financially secure How a structured, visual financial plan can create clarity and confidence. Turning abstract values like family, freedom, legacy, and contribution into concrete planning “buckets” The difference between reckless spending and intentional, purpose-driven spending Why giving during your lifetime, whether to family or charitable causes, can create deeper fulfillment Resources Mentioned Washington Post article on how purpose, contribution, and community connection can support greater happiness and well being Connect with our hosts: RBC Wealth Management: The Etergino Group Ann Marie Etergino on LinkedIn  Trey Blanchard on LinkedIn Subscribe Website Apple Podcasts Spotify Tue, 13 Oct 2026 07:00:00 -0000 full connectingwealthwpurpose You’ve spent a lifetime learning how to save. But has anyone ever taught you how to spend with purpose? In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, explore the powerful shift from accumulation to intentional use of wealth. After years of disciplined saving and investing, many successful individuals find themselves asking an unexpected question: What is this all for? Ann Marie and Trey unpack why it can feel emotionally difficult to spend wealth during your lifetime, even when the numbers clearly support it. They discuss how early financial conditioning creates an “accumulation mindset,” and how a thoughtful planning process can help clients transition toward clarity and confidence. By identifying core values and assigning real resources to what matters most, wealth becomes more than a balance sheet; it becomes a tool for purpose. In this episode: (00:00) Introduction (01:10) What Is Your Wealth Really For? (03:03) Why Wealth Can Be So Hard to Spend (04:12) Defining What Matters Most (05:50) How a Financial Plan Creates Confidence (07:20) Turning Your Values Into Real Financial Decisions (09:32) Going Deeper on Family, Giving, and Impact (10:50) Using Wealth to Create Meaningful Experiences (13:00) Spending With Purpose, Not Guilt (13:59) A 10-Minute Exercise to Align Your Wealth and Values Key Takeaways  Why the accumulation mindset is deeply ingrained from an early age The emotional barriers that make spending feel uncomfortable, even when financially secure How a structured, visual financial plan can create clarity and confidence. Turning abstract values like family, freedom, legacy, and contribution into concrete planning “buckets” The difference between reckless spending and intentional, purpose-driven spending Why giving during your lifetime, whether to family or charitable causes, can create deeper fulfillment Resources Mentioned Washington Post article on how purpose, contribution, and community connection can support greater happiness and well being Connect with our hosts: RBC Wealth Management: The Etergino Group Ann Marie Etergino on LinkedIn  Trey Blanchard on LinkedIn Subscribe Website Apple Podcasts Spotify You’ve spent a lifetime learning how to save. But has anyone ever taught you how to spend with purpose?

In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, explore the powerful shift from accumulation to intentional use of wealth. After years of disciplined saving and investing, many successful individuals find themselves asking an unexpected question: What is this all for?

Ann Marie and Trey unpack why it can feel emotionally difficult to spend wealth during your lifetime, even when the numbers clearly support it. They discuss how early financial conditioning creates an “accumulation mindset,” and how a thoughtful planning process can help clients transition toward clarity and confidence. By identifying core values and assigning real resources to what matters most, wealth becomes more than a balance sheet; it becomes a tool for purpose.

In this episode:

  • (00:00) Introduction

  • (01:10) What Is Your Wealth Really For?

  • (03:03) Why Wealth Can Be So Hard to Spend

  • (04:12) Defining What Matters Most

  • (05:50) How a Financial Plan Creates Confidence

  • (07:20) Turning Your Values Into Real Financial Decisions

  • (09:32) Going Deeper on Family, Giving, and Impact

  • (10:50) Using Wealth to Create Meaningful Experiences

  • (13:00) Spending With Purpose, Not Guilt

  • (13:59) A 10-Minute Exercise to Align Your Wealth and Values

Key Takeaways 

  • Why the accumulation mindset is deeply ingrained from an early age

  • The emotional barriers that make spending feel uncomfortable, even when financially secure

  • How a structured, visual financial plan can create clarity and confidence.

  • Turning abstract values like family, freedom, legacy, and contribution into concrete planning “buckets”

  • The difference between reckless spending and intentional, purpose-driven spending

  • Why giving during your lifetime, whether to family or charitable causes, can create deeper fulfillment

Resources Mentioned

Connect with our hosts:

Subscribe

]]> 992 no Why our relationship with money is formed long before we earn it https://connectingwealthwpurpose.podbean.com/e/why-our-relationship-with-money-is-formed-long-before-we-earn-it/ Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation.  In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning is deeply emotional,  how purpose-driven conversations change outcomes, and why aligning wealth with values can create impact during life, not just at the end of it.  Tue, 15 Sep 2026 14:33:22 -0000 Why our relationship with money is formed long before we earn it full 2 connectingwealthwpurpose Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation.  In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning is deeply emotional, how purpose-driven conversations change outcomes, and why aligning wealth with values can create impact during life, not just at the end of it.  Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation.  In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning is deeply emotional,  how purpose-driven conversations change outcomes, and why aligning wealth with values can create impact during life, not just at the end of it.  Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation. 

In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning is deeply emotional, 
how purpose-driven conversations change outcomes, and why aligning wealth with values can create impact during life, not just at the end of it. 

]]> 1160 no Welcome to the Connecting Wealth with Purpose Podcast https://connectingwealthwpurpose.podbean.com/e/welcome-to-the-connecting-wealth-with-purpose-podcast/ Join the conversation with Ann Marie Etergino as she helps you connect your wealth with your purpose and live more richly today and into the future.  Mon, 17 Aug 2026 16:35:50 -0000 Welcome to the Connecting Wealth with Purpose Podcast trailer connectingwealthwpurpose Join the conversation with Ann Marie Etergino as she helps you connect your wealth with your purpose and live more richly today and into the future.  Join the conversation with Ann Marie Etergino as she helps you connect your wealth with your purpose and live more richly today and into the future.  Join the conversation with Ann Marie Etergino as she helps you connect your wealth with your purpose and live more richly today and into the future. 

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