
Episode #33
The Money Conversation Nobody Wants to Have — But Everyone Needs w/ Charlie Massimo
In this episode, I sit down with my friend Charles Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group, author of Getting Off Wall Street and The Kindness Portfolio , and one of the most genuinely good humans I know in the financial world. We talk about the last real taboo - money, and why people will discuss their health, their marriages, even their politics before they'll talk about their finances. We get into why a financial advisor and a nonprofit CEO walk into every room already convicted, how kindness actually grows a business, what women need to know about protecting their financial independence, why philanthropy isn't just for billionaires, and how donating appreciated stock might be one of the smartest tax moves nobody is talking about. This one is practical, honest, and long overdue. Connect with Charles Massimo: Wealth Enhancement Group Massimo-Anastasian Team Charles Massimo LinkedIn Getting Off the Street by Charles Massimo The Kindness Portfolio by Charles Massimo Connect with The Fawcett Report Instagram l Facebook l TikTok l LinkedIn l YouTube Follow Helpusadopt.org Website l Instagram l Facebook Connect with Becky Instagram

