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The Art of Building Legacy: Multi-Generational Wealth Transfer, Motive, & Advisor Relationships With Joe Strazzeri, Esq.
On this episode of Pathways with Amber Stitt, Joe Strazzeri explores the importance of teaching financial independence to the next generation and building synergy within affluent families. He shares insights on mentorship, healthy family dynamics, and how adversity shapes success, emphasizing honest communication and collaborative teams as key tools for sustaining generational wealth.
1 day ago3 min read


Financial Planning Retirement Myths: Sanjay Tolani on Crystralizing Multi-Generational Wealth
In this episode of Pathways e3, Sanjay Tolani challenges conventional financial wisdom by urging listeners to "stop thinking diversification" and focus on concentration for wealth creation. Sharing his journey from selling his first policy as a young advisor to building generational wealth, he offers actionable insights on legacy, succession, and protecting family and income for the future.
Dec 233 min read


Leadership, Delegation, & Time: Preparing Your Financial Advisory Business for the Next Gen with Daralee Barbera
On this episode of Pathways with Amber Stitt, Daralee Barbera and Amber Stitt explore the importance of leadership, succession planning, and building community in the financial services industry. They discuss strategies for empowering teams, fostering inclusion, and why clear communication is key to professional growth and lasting client relationships.
Dec 94 min read


Building a Lasting Legacy: Succession & Mentorship in Financial Services with Shane Westhoelter
On this special edition of Pathways e3, Shane Westhoelter shares how a heartfelt experience delivering a $10,000 insurance check changed his view on legacy, dignity, and the power of their profession. Shane and Amber Stitt discuss why legacy planning is evolving, why mentorship and bringing new talent into the industry matter, and how building a meaningful legacy outranks just building wealth.
Nov 43 min read
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