In this episode, Dave Specht interviews Stephen Goldbart, Stacy Allred, and Joan DiFuria on their book, "The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth".Stephen Goldbart, PhD, has over 40 years of professional experience as a licensed clinical psychologist, professor, author, public speaker, and organizational consultant. He is interested in the psychology of life transitions and how wealth can enrich one’s life and the lives of others. Goldbart works with individuals, families, and organizations to help them fulfill and maintain their personal, professional, and philanthropic objectives.Stacy Allred, CFP, is the Managing Director, Head of Family Engagement and Governance at J.P. Morgan Wealth Management. Previously, she was at Merrill Private Wealth Management and founded the Merrill Center for Family Wealth during her twenty years there. She also provided financial planning and tax services to multigenerational families and executives at Ernst & Young. Allred’s mission is to help individuals and families with topics like family governance, transition planning, and family dynamics. Joan DiFuria, MFT, is a licensed psychotherapist as well as a globally recognized speaker and consultant for family businesses, family offices, and families of wealth. She is the co-developer and leader of training programs that address the psychology of wealth and life planning. She also holds 18 years of industry experience as a National Marketing Director and Director of Long-Term Strategic Operations for a multinational metals distribution corporation.DiFuria and Goldbart are Co-Founders of the Money, Meaning, and Choices Institute, a group of facilitators and advisors that draw upon psychological and business expertise to provide client and institutional services.
