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The Human Side of Wealth

Episode 35

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Wealth isn’t just numbers on a spreadsheet—it’s the fuel behind your life’s biggest decisions. In this episode, Angie Grainger (CPA/PFS, CFP) and Elise Eropkin dive into the human side of wealth—the part that often gets lost beneath pie charts, industry jargon, and impersonal financial plans. What happens when advisors focus more on financial models than the real people they’re supposed to serve? How do you build a financial strategy that actually supports the life you want—without feeling like you’re just checking off boxes? This conversation gets real about why money isn’t just about making more—it’s about making it work for you. Whether you’re navigating business goals, retirement planning, or just trying to get a handle on your finances, this episode will challenge the way you think about wealth and financial advice. Because at the end of the day, wealth should serve you, not the other way around.

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Why settle for anything less than your own, personal CPA firm?

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Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

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Prosper-ent

one who prospers.

Prosper-ent

one who prospers.