In the debut episode of The Human Side of Wealth, Andrew Busa, Director of Financial Planning, and Steve Reder, President of Private Wealth, dive into the emotional side of money. From childhood memories to legacy planning, they share real client stories and personal reflections that reveal how financial decisions are deeply tied to values and relationships.

Learn why great financial planning starts with listening, empathy and aligning your wealth with what matters most. Whether you’re building a legacy, navigating family dynamics, or simply seeking clarity, this episode offers a fresh perspective on what wealth really means.