Philanthropy doesn’t have to be complicated. In this episode of More Than Wealth, Darrin Gold and Samantha Hodgkins explore how donor-advised funds can make charitable giving simple, flexible, and impactful. Darrin and Samantha sit down with Meghan Clifford, Regional Director of New England at National Philanthropic Trust (NPT), to discuss how donor-advised funds (DAFs) work, why they’re becoming increasingly popular, and how families can use them to create a lasting legacy of generosity.

Can staying healthy and active really keep our minds sharp as we age? That's what today's chat with Dr. Andrew Budson, a top mind in neurology and memory studies, explores. From revealing lifestyle habits that combat Alzheimer's to unpacking the latest drug therapies, Dr. Budson brings clarity to a vital conversation on brain health. Tune in, whether you're keen on understanding more for a loved one or eager to enhance your cognitive well-being.

Ever wonder what truly sets the tone for a successful financial advisory relationship? Join Darrin Gold and Samantha Hodgkins in episode six of "More Than Wealth" where they unlock the vital role of discovery meetings at The Gold Group. This episode takes you behind the scenes to understand how these initial but pivotal meetings shape the relationships with their clients. In their new studio just outside the city of Boston, Darrin and Samantha dive deep into the unique discovery process that sets the Gold Wealth Management Group apart. They focus on understanding clients' goals, values, and personal stories, ensuring comprehensive and empathetic wealth management.

What’s the big deal about cybercrime, and how can you protect your wealth from it? Join Darrin Gold and Samantha Hodgkins on this edition of More Than Wealth as they chat with Jeff Lanza, a retired FBI agent and specialist in cybercrime prevention. With an impressive career probing cybercrime, organized crime, and more, Jeff shares real insights into defending your digital assets. Listeners will find practical advice, from understanding the staggering global costs of cyber scam activities to actionable steps for safeguarding personal and financial data in a rapidly evolving tech landscape.

Why do our minds play a starring role in our financial life? Darrin and Samantha sit down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to unpack the fascinating interplay between psychology and finance. Dr. Crosby, a respected psychologist and bestselling author, offers insights from his thought-provoking book, "The Soul of Wealth." The conversation explores how behavioral biases impact investment decisions, the power of benchmarking, and the illusion of control in financial planning. Discover how Dr. Crosby's personal experiences and influences, like Viktor Frankl, shape his perspective on the deeper meaning of money. Tune in for practical advice on aligning your financial goals with your life's purpose.

Have you ever wondered if your wealth is truly aligned with your life goals? Darrin and Samantha sit down with Justin Waring, a Senior Total Wealth Strategist at UBS Financial Services, to uncover the Wealth Way Strategy. This approach shifts the focus from mere wealth accumulation to a roadmap where your investments mirror your life's aspirations through three strategic buckets: Liquidity, Longevity, and Legacy. Join us as we delve into how these buckets can create peace of mind and truly help turn possibilities into a structured plan.

Today, Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group sit down with Julie Binder, Senior Strategist at UBS Family Advisory and Philanthropy Services Americas. Julie shares invaluable insights on fostering meaningful conversations about wealth within families. Learn how to break the silence that often surrounds family finances and make wealth a positive tool for growth and legacy. Get the tools you need to bridge the wealth communication gap and ensure your values are passed down through generations. Ready to redefine your family wealth narrative? Tune in now!

What does it mean to go beyond the numbers in wealth management? In this inaugural episode of the More Than Wealth podcast, hosts Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group share their 41 years of experience in navigating the complex world of wealth planning. Discover why they decided to launch this podcast, as they promise to fill the gaps in traditional financial planning while sharing inspiring stories of success from their clients. This episode provides a behind-the-scenes look at Darrin's and Sam’s own journeys into the world of finance – revealing the ups and downs that have shaped their careers and approach to wealth management. Subscribe now and don't miss our upcoming discussion on discussing wealth with children, featuring UBS’s Julie Binder.