by Joe Soto
THIS SHOW IS FOR EDUCATIONAL PURPOSES ONLY YOU SHOULD CONSULT YOUR OWN ADVISOR AND CONDUCT YOUR OWN DUE DILLEGENCE TO ANALYZE YOUR SPECIFIC SITUATION. Experience l Strength l Hope About the host: Joe Soto is a driven Financial Advisor, Educator, and Entrepreneur on a mission to uplift by sharing his Experience, Strength, and Hope...
Language
🇺🇲
Publishing Since
12/27/2019
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February 11, 2026
<p>Unlock the hidden power of your personal story and its impact on your wealth, marriage, and life. What if the key to financial success and lasting happiness isn't just in your portfolio—it's in understanding the stories that shaped you and your spouse? This episode reveals how unspoken childhood beliefs about money can secretly sabotage your marriage and future—unless you confront and decode them.</p><p>Joe Soto, with nearly two decades of Wall Street experience and hundreds of clients helped, dives deep into the often-overlooked stories we carry about money. He exposes how these narratives influence your relationships, decision-making, and even your ability to enjoy wealth. Discover why knowing your own childhood money story—and your spouse’s—is the most critical step toward harmony and true wealth.</p><p>We break down:</p><ul><li>The #1 reason marriages struggle over money—and how to fix it</li><li>The unnoticed patterns rooted in your early life that shape your financial fears and Scarcity mentality</li><li>Practical exercises to uncover your "money origin story" and align it with your partner’s</li><li>The fifth dimension of wealth: going beyond portfolios to foster emotional and relational abundance</li><li>Why ignoring your story could cost you everything—and how understanding it can save your marriage and legacy</li></ul><p>This isn’t just about money—it's about transforming your entire life. If you’re tired of feeling stuck, repeating the same arguments, or watching your wealth slip away because of unseen emotional blocks, this episode is your breakthrough. Perfect for couples, entrepreneurs, and anyone committed to building not just financial wealth but deep personal fulfillment.</p><p>Joe Soto is a financial professional and founder dedicated to redefining wealth as more than money. His innovative "fifth dimension" framework brings spirituality, family, and self-awareness into the financial conversation, ensuring you don’t just chase numbers but build a life of meaning.</p><p>Are you ready to finally understand the story that’s holding you back—and rewrite it for success? Tune in, do the work, and step into the life and marriage you deserve.</p><p></p>
January 27, 2026
<p>Join Joe Soto as he delves into the critical intersection of wealth and wisdom, exploring why financial success without wisdom can jeopardize a family legacy. Drawing from his extensive experience on Wall Street, Joe introduces the "Patrimonio Fitness Test," a unique approach to securing your family's future. Discover how to navigate the complexities of financial planning, avoid common pitfalls, and build a legacy that encompasses faith, fitness, family, and finances. Tune in for insights that go beyond money, offering a comprehensive view of true wealth.</p><p></p>
January 20, 2026
<p>In this insightful episode, Joe Soto delves into the importance of core values in shaping family legacies and achieving financial success. Drawing from his experience as an Air Force veteran and a wealth manager, Joe discusses how core values like integrity, service, and excellence can guide financial planning and wealth transfer across generations. He highlights the pitfalls of neglecting these principles and offers strategies for integrating them into family mission statements to ensure lasting prosperity. Tune in to discover how to align your financial goals with your family's core values for a more meaningful legacy.</p>
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THIS SHOW IS FOR EDUCATIONAL PURPOSES ONLY YOU SHOULD CONSULT YOUR OWN ADVISOR AND CONDUCT YOUR OWN DUE DILLEGENCE TO ANALYZE YOUR SPECIFIC SITUATION.
Experience l Strength l Hope
About the host:
Joe Soto is a driven Financial Advisor, Educator, and Entrepreneur on a mission to uplift by sharing his Experience, Strength, and Hope...
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