Principles of Wealth: Episode 1

Introducing our new podcast

I couldn’t be more excited about Principles of Wealth, Bartlett’s brand-new podcast built at the intersection of finances and real-life values. 

As the show’s host, I’m energized by the opportunity it gives us to walk through real-life stories of finances and wealth, address some of the most commonly-asked questions we receive from our clients, and pass along the principles of wealth our team has amassed over time. We cordially invite you to join us as we embark upon this new endeavor.

Listen Below:

View full transcript

It all starts with a story…

You never know whose story may impact you so deeply that it changes the very trajectory of your life…. 

And that’s exactly what happened to me on a plane ride home one Friday afternoon. I was living in Chicago at the time, working an intense job at a hedge fund. And after a particularly long week, I exhaustedly plopped down in my seat and kept to myself for most of the flight. 

I really wasn’t until we were nearly landing in Cincinnati that I struck up a conversation with my neighbor that turned to the subject of work. My flight companion was the director of a nonprofit organization serving orphaned children in poverty-stricken countries. And that really struck a chord. I was planning move back to Cincinnati and had been mulling over my own career choices. At that point, heading down the nonprofit path was starting to look more and more attractive. 

Then my seatmate shared a story. 

He told me about his own journey, and how he had shifted from a successful sales career to leading this nonprofit organization. And the road was not easy. There were many times when his friends, neighbors, and even perfect strangers helped financially in those early days. In the end, he was only able to do his work because of the business leaders who shared their time, talent, and a lot of financial support with his new organization. Thanks to their community leadership and resources, he was able to fulfill the mission. I walked off of that airplane with a new perspective – that perhaps I could stay in the financial sector and still leave my mark on the world. And it was a powerful feeling. 

I decided then and there that I would seek to find an organization that operated from its core values and was led by people of principle. Not long after, I found my way to Bartlett and realized it was the home I had been seeking. 

And here we are today.

Fast forward a few years. I’m now Bartlett’s president, working alongside amazing colleagues who share core values of integrity, diligence and teamwork. Together, we commit to working with our clients to go beyond the numbers to explore what really drives them. After all, the best financial plans are not just a bunch of numbers or a thick stack of reports. The best plans use those numbers to chart a meaningful course. 

So, what is the purpose of your wealth? 

Here at Bartlett, we know that the path to pursuing your financial goals is not a straight one. It comes with twists and turns, pitstops, unexpected roadblocks, and even a few pleasant surprises along the way. 

Principles of Wealth gives us another opportunity to help you navigate this journey, by providing stories and insights that you can apply to your own unique path. 

Our goal with this podcast is to join you where you are – whether it’s in the kitchen as you prepare dinner, in the car during your commute, as you go on your morning walk – to share the principles of wealth we have seen work for our clients over many years. 

On the podcast, we’ll dive into conversations that help address the essential question: what’s the purpose of your wealth? And we’ll look for the answer as we discuss a wide variety of topics, ranging current dynamics in financial markets, retirement planning, and charitable giving, that aligns with your values, to passing wealth on to future generations, exploring business transitions, and so much more. We’ll feature different members the Bartlett team as well as trusted outside partners to share their different perspectives on aligning your wealth with your purpose.

So please, join us! It’s our honor and pleasure to be a part of your journey. 

On our next episode, we’ll focus on Women Empowered to Invest, our new female-focused initiative, and why we feel like it’s just the beginning of encouraging women to take their financial lives into their own hands.  This episode will launch in October, so be on the lookout. 

In the meantime, get to know me (Holly) better, engage with Bartlett on LinkedIn, Facebook and Instagram. You can also read more Insights here on our website… and be sure to sign up to receive quarterly news in your inbox

Thanks again for joining us!

The information in this podcast is educational in general in nature and does not take into consideration the listeners personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice to determine which strategies or investments may be suitable for you. Consult the appropriate qualified professional prior to making a final decision. 

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