In this week's installment of The Lebenthal Report, join Michael and Dominick as they delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of personal goals and aspirations. Together, they navigate the challenges and stress associated with wealth, shedding light on generational differences in financial attitudes. Don't miss out on this insightful dialogue!
For a deeper dive into personal happiness and well-being, secure your copy of Dr. Beth Kurland's upcoming book, You Don't Have to Change to Change Everything: 6 Ways to Shift Your Vantage Point, Stop Striving for Happy, and Find True Well-Being, available on March 26th. Visit her website at bethkurland.com for more information on her books and speaking engagements.
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).
