“Wealth,” “success” and “achievement” are all concepts that may seem simple. But let a financial planner scratch the surface, and you may be surprised what you find. Larry Elkin — CPA, CFP®, and founder of Palisades Hudson Financial Group — returns to “Something Personal” to weigh in on the ways he’s seen clients measure success (accurately and otherwise) during his decades as a financial adviser. Find out what Dickens, Princess Diana, Tonya Harding and more have to tell us about how money can, and can’t, contribute to happiness and satisfaction. Join Larry and host Amy Laburda to discover what wealth is in the first episode of our second season.

Show links:

The High Achiever’s Guide to Wealth:  https://www.palisadeshudson.com/high-achievers-guide/

Larry’s August 2024 newsletter article (“What Is Success, Exactly?”): https://www.palisadeshudson.com/2024/08/what-is-success-exactly/

"Something Personal" episode about Larry founding Palisades Hudson (season one, episode one): https://www.palisadeshudson.com/2023/10/the-family-business-start-to-finish-podcast/