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Podcast: Registered Investment Advisor Podcast
Episode: Life-Informed Wealth Planning Across Generations
Description: What if the most important part of your financial plan has nothing to do with the numbers on your statement?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Mitch Hamer, Founder and Lead Advisor at Intersecting Wealth, who shares how his psychologically informed approach helps high-net-worth families navigate money across multiple generations. Drawing on his background in psychology, Mitch explains why the most impactful conversations rarely revolve around spreadsheets and how “life-informed” planning better reflects clients’ real goals, stories, and risk capacity. He also discusses evolving the business from a trusted practic...