Connecting Wealth with Purpose podcast

Do you want to use your wealth as a tool to enrich your life and the lives of those around you? From legacy and family priorities to empowering the causes you care about; our conversations can inspire you. Here, we’ll explore how you can achieve greater clarity, confidence, and control over your financial life. At the Etergino Group, we believe managing wealth is about far more than numbers – it’s about aligning your money with your deepest values, your dreams, and the life you want to live right now. Join Ann Marie Etergino, Financial Advisor and founder of RBC Wealth Management’s Etergino Group, as she shares strategies, stories, and perspectives to help you connect your wealth with your purpose – and live more richly, today and into the future.

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Aligning your wealth with your values (Ep. 2)

You've spent a lifetime learning how to save. But has anyone ever taught you how to spend with purpose?

In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, explore the powerful shift from accumulation to intentional use of wealth. After years of disciplined saving and investing, many successful individuals find themselves asking an unexpected question: What is this all for?

Ann Marie and Trey unpack why it can feel emotionally difficult to spend wealth during your lifetime, even when the numbers clearly support it. They discuss how early financial conditioning creates an "accumulation mindset," and how a thoughtful planning process can help clients transition toward clarity and confidence. By identifying core values and assigning real resources to what matters most, wealth becomes more than a balance sheet; it becomes a tool for purpose.

Key points:

• Why the accumulation mindset is deeply ingrained from an early age
• The emotional barriers that make spending feel uncomfortable, even when financially secure
• How a structured, visual financial plan can create clarity and confidence.
• Turning abstract values like family, freedom, legacy, and contribution into concrete planning "buckets"
• The difference between reckless spending and intentional, purpose-driven spending
• Why giving during your lifetime, whether to family or charitable causes, can create deeper fulfillment
• And more!

Why our relationship with money is formed long before we earn it (Ep. 1)

What if financial planning wasn't just about growing a balance sheet, but about using money to support the life and impact you want right now? Let us introduce a values-led approach to wealth that prioritizes clarity, family conversations, and purposeful decision-making.

In this introductory episode of Connecting Wealth With Purpose, Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, outline the principles that guide their advisory work. The conversation focuses on how personal experiences, values, and priorities influence financial decisions and long-term planning.

Ann Marie describes the early experiences that informed her interest in financial guidance and the importance she places on helping clients establish clarity around their finances. Trey discusses the role of observation, communication, and emotional awareness in their approach to planning.

The episode outlines how a values-based framework can support decision-making, improve understanding during periods of change, and help families communicate more effectively about their goals.

Key points:

• Financial decisions often reflect personal priorities and long-term goals
• Understanding a client's purpose can support clearer decision-making
• Family meetings can provide structure and create a shared understanding of priorities
• Wealth can be applied in both present and future contexts
• Clarifying personal motivations helps shape the overall planning process
• And more!

If you want to explore how to align your own wealth with what matters most, listen to the full episode of Connecting Wealth With Purpose.

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