“Off the Wall” Podcast

Our podcast is aimed at helping you answer the questions, “What is the purpose of my wealth and how can I make that vision a reality?” As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions. Let’s dive in!

Psychology of Money | Why Your Behavior (Not Smarts) Matters

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“The Psychology of Money” by Morgan Housel is an endlessly quotable book. Dave, Jessica and Ro Punyani share our favorite quotes from the book and why they resonated with us. We talk about why you should keep cash, volatility and uncertainty, the difference between getting wealthy and staying wealthy, and why you should plan for your plan to not go to plan.

Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

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