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Exploring the psychology of money, R360 Managing Partner Charles P. Garcia and Dave Wolcott engage in a captivating discussion on the latest episode of the Wealth Strategy Secrets of the Ultra Wealthy podcast. Understanding your individual investor DNA and cultivating self-awareness of your personality can greatly enhance your approach to investing. Listen to the podcast episode for valuable insights. https://lnkd.in/g7GEHSfp

Wealth Strategy Secrets: Charlie Garcia’s Journey to Impact and Purpose

Wealth Strategy Secrets: Charlie Garcia’s Journey to Impact and Purpose

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John Samuels

Founder + CEO of Wellworth, a health advisory firm helping family offices and high net worth individuals navigate healthcare.

5mo

Great discussion. I particularly enjoyed the part about working on one's self-awareness, empathy, and family. Thank you for sharing

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