Episodes

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 i...

Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation. In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning i...

Join the conversation with Ann Marie Etergino as she helps you connect your wealth with your purpose and live more richly today and into the future.