Getting Rich Together

No advisor, no spreadsheet, no perfect plan can replace trusting yourself. With money, with risk, with the decisions that actually shape your life. And when things don't go as planned, the question is whether you'll still have your own back. Libby Clark has spent her career inside those moments. Strategic advisor, attorney, former COO, she's the person leaders call when the pressure is high and the path forward isn't clear. But before any of that, she was a kid watching her single mother stretch very little into something that felt like enough. And the money lesson that stuck wasn't about saving or investing. It was a question that became a filter for every decision she would ever make: what does my dollar mean to me? Not what looks right. Not what everyone else is doing. What does it mean to you. In this conversation with host Syama Bunten, Libby traces how that question followed her through a career built in high stakes rooms, through divorce, through real estate gambles she made on the spot, and through the moments where listening to herself turned out to be the only advice worth taking. She also names something most financial conversations skip entirely. It's not the bad investment that stops people. It's the voice that shows up afterward. How you talk to yourself on the day something doesn't go the way you planned is where financial confidence actually lives or dies. This episode is part of the larger conversation Syama is building at Wealth Catalyst, salons and summits where women speak candidly about money, risk, and the choices that shape a life. If that kind of room is calling you, find a salon near you or join the Wealth Catalyst Summit in New York on May 14. Episode Breakdown: 00:00 High-Stakes Decisions, Money Questions, and Working With Advisors 05:06 Single Mom Money Lessons and Intentional Spending 08:23 Trusting Intuition and the First Full-Body Yes 11:50 Cancer, College Pivots, and Financial Resilience 15:38 New Zealand, Autonomy, and Leadership That Changed Everything 23:44 Why Libby Clark Chose Law and the Architecture of Power 36:54 Financial Autonomy, Intentional Spending, and Real Estate Investing 42:52 Self-Trust, Fear of Failure, and Confident Financial Decisions 50:38 Why Founders Need Integrated Advice in High-Pressure Moments 57:45 Loyalty to Yourself and Brave Money Decisions Connect with Libby Clark: Website: Visit the Libby Clark Law website LinkedIn: Connect with Libby on LinkedIn Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: Follow Syama on Instagram Join Syama's Substack: Join Syama's Substack Website: Visit the Wealth Catalyst website Download Syama's Free Resources: Download Syama's Free Resources Learn About Wealth Catalyst Summit Events: Wealth Catalyst Summit Website: Visit Syama's website Big Delta Capital: Visit the Big Delta Capital website Podcast production and show notes provided by HiveCast.fm

Talking about money in families is hard. Talking about legacy is even harder. In this conversation with host Syama Bunten, Amy Castoro gets into why so many wealth transfers go sideways. Not because of bad legal structures or poor planning, but because families never learn to talk to each other. About what they actually need. About what they're afraid of. About what the money means to them and what they want it to mean for the next generation. When those conversations don't happen, conflict fills the gap and the wealth that was supposed to bring a family together ends up pulling it apart. Amy talks about the pressure that lands on the next generation, the damage that lingers after family conflict over money, and why women are increasingly at the center of these conversations as decision-makers, caregivers, and keepers of family culture. But before all of that, she shares where her perspective actually comes from. She grew up watching her mother stretch every dollar, lead with generosity, and hold things together through sheer resourcefulness. That upbringing gave her a particular lens on what wealth actually means and what it costs families who treat it as a financial problem instead of a human one. It's that backstory that explains how she became CEO of The Williams Group and why she approaches this work the way she does. This episode is part of a larger conversation Syama is building at Wealth Catalyst, salons and summits where women talk candidly about money, legacy, and what it actually takes to get it right. If that's the room you've been looking for, find a salon near you or join us at the Wealth Catalyst Summit in New York on May 14th. Episode Breakdown: 00:00 Wealth, Family Conflict, and Building a Lasting Legacy 02:41 Amy Castoro's Childhood, Money Story, and Family Values 08:05 Resourcefulness, Hardship, and Early Lessons About Women and Wealth 12:04 From Ballet to Organizational Psychology and Career Direction 16:33 First Job, Six-Figure Income, and Amy's Early Money Mindset 23:20 Leaving New York, Joining Disney, and Finding Meaning at Work 28:09 Financial Security, Resourcefulness, and What Wealth Really Means 30:50 Women, Power, and the Future of Intergenerational Wealth Transfer 35:11 Family Legacy Planning, Trust, and Communication in Families 43:07 Values-Based Investing, Next Generation Wealth, and Creating Peace in Families Connect with Amy Castoro: Website: Visit The Williams Group Website NextGen Leadership Institute Program: Join the NextGen Leadership Program LinkedIn: Connect with Amy on LinkedIn Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: Follow Syama on Instagram Join Syama's Substack: Join Syama's Substack Website: Visit the Wealth Catalyst website Download Syama's Free Resources: Download Syama's Free Resources Learn About Wealth Catalyst Summit Events: Wealth Catalyst Summit Website: Visit Syama's website Big Delta Capital: Visit the Big Delta Capital website Podcast production and show notes provided by HiveCast.fm

Some women learn money in a classroom. Katie learned it in her dad's real estate office. On Getting Rich Together, host Syama Bunten talks with investor, advisor, and former commercial real estate finance executive Katie Dunn about angel investing for women and the path that led her there. Katie grew up around deals, properties, and practical lessons about ownership, then built a career financing major commercial real estate transactions before moving into startup investing and founder advisory work. This episode is for anyone curious about women founders fundraising, a smarter startup fundraising strategy, and how to become an angel investor without pretending the process is simple. Katie's story makes angel investing for women feel concrete. She connects early money lessons to real estate investing for wealth building, then shows how that experience shaped the way she evaluates founders, opportunities, and risk. What makes this conversation worth hearing is Katie's honesty about money and power. She is clear that angel investing for women is not just about access or confidence. It is also about ownership, decision-making, and making money without apology. Hearing how Katie built her edge over time makes angel investing for women feel more grounded, more doable, and much less intimidating. Episode Breakdown: 00:00 From Commercial Real Estate to Angel Investing 02:45 Katie Dunn's Early Money Lessons and Real Estate Upbringing 16:31 Breaking Into Commercial Real Estate Finance After College 24:22 First Investments and Real Estate Investing for Wealth Building 30:37 How Katie Dunn Learned Angel Investing and Startup Deal Flow 40:11 Using AI and Founder Advisory to Improve Startup Fundraising Strategy 46:53 Why More Women Need to Invest and Close the Female Founder Funding Gap Connect with Katie Dunn: LinkedIn: Connect with Katie on LinkedIn Instagram: Follow Katie on Instagram Tiktok: Follow Katie on Tiktok Website: Visit Katie's website Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: Follow Syama on Instagram Join Syama's Substack: Join Syama's Substack Website: Visit the Wealth Catalyst website Download Syama's Free Resources: Download Syama's Free Resources Learn About Wealth Catalyst Summit Events: Wealth Catalyst Summit Website: Visit Syama's website Big Delta Capital: Visit the Big Delta Capital website Podcast production and show notes provided by HiveCast.fm

Join your host Syama Bunten, as she talks with Abbe Large. Abbe built one of the most decorated careers in financial services — the only woman in MassMutual's history since 1851 to win both Freshman Five and Chairman's Club — but her road there started with nothing but grit. Growing up in a dysfunctional household, working her first job at 14, and putting herself through college while paying her own rent in New York City, Abbe learned early that if it was going to happen, it was up to her. Now, after more than three decades of helping families protect what matters most, Abbe brings something most advisors can't — a lived understanding of what it actually feels like to be on the other side of the table. She's not selling a script. She's sharing a life. This episode is packed with hard-won wisdom on financial planning, family legacy, raising money-smart kids, and why the spouse in the corner needs to be at the table. Key Topics: How early self-reliance can become your greatest professional asset Why finding the right culture and people to surround yourself with matters as much as the work itself How to talk about money at home — practical ways Abbe raised financially literate kids who now manage their own travel budgets and credit card points The critical estate planning mistake that cost one widow hundreds of thousands of dollars — and how to make sure it doesn't happen to your family Why listeners who have a spouse or partner need both people in the room during financial planning conversations — and what's at stake when they don't What the accumulation, distribution, and preservation phases of wealth actually look like — and why most people only think about one of them How to know if your existing financial plan is outdated, incomplete, or just plain wrong — and what to do about it Connect with Abbe Large online: Website: https://www.lenoxadvisors.com/ LinkedIn: https://www.linkedin.com/in/abbeflarge/ Email: [email protected] Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com

Join your host Syama Bunten as she talks with Wendy Wecksell. Wendy Wecksell has spent her career doing something most financial professionals won't touch — going beneath the numbers to explore the fear, guilt, love, and legacy that quietly drive every money decision we make. As the founder of Wecksell Partners and creator of the EQ of Wealth, Wendy works with ultra-high-net-worth women and families to transform their relationship with money from a source of conflict into a force for good. But Wendy's path here wasn't linear. From inheriting money she didn't know how to manage, to spending to self-soothe, to nearly moving to Paris before watching it all fall apart overnight — her story is one of radical honesty, hard-won wisdom, and the slow, powerful work of building something that truly matters. This episode is for anyone who has ever felt complicated about money — and wants to finally do something about it. Key Topics: How financial silence shapes adult money behavior Why understanding your emotional triggers around money matters as much as the numbers themselves How to recognize when you're spending to self-soothe — and what to do instead What "Wealthy Time" is and how a simple weekly practice can transform your relationship with your finances Why listeners who've inherited wealth or built it through a business face different emotional challenges — and how to navigate both How Wendy's legacy magic framework can help anyone figure out their unique contribution at the intersection of personal, professional, and potential What it looks like to move capital aligned with your values — and why doing so is one of the most powerful things wealth-holders can do Connect with Wendy Wecksell online: Website: https://www.wxlpartners.com/ LinkedIn: https://www.linkedin.com/in/wendy-wecksell-wxl-a47a735/ Instagram: https://www.instagram.com/wendywecksell/ Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com