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In this episode of our Wealth Matters radio show, Gaslowitz Frankel partners Adam Gaslowitz and Craig Frankel meet virtually with David Bokman, Head of Family Office Resources at Morgan Stanley Wealth Management, and David Geller, Director of Behavioral Wealth Management at Wealth Enhancement Group, to discuss the money messages people believe and how they impact financial outlook and behavior.

WEALTH MATTERS is a monthly radio show and podcast where the attorneys at Gaslowitz Frankel LLC discuss the opportunities and challenges associated with preserving and managing wealth. Each month, we invite wealth and asset management professionals to join us for a lively and thoughtful discussion of how to best protect, manage, and grow wealth.

LISTEN to the WEALTH MATTERS podcast here: https://gaslowitzfrankel.com/radio-show/

Gaslowitz Frankel is the premier fiduciary litigation firm in Georgia, specializing in complex disputes involving wills, estates, trusts, guardianships, businesses, and securities.

Gaslowitz Frankel prides itself on being an experienced trial firm with a client-centric approach. Our reputation and success are derived from our determined representation of our clients and expert understanding of the nuances and complexities involved with the field of fiduciary law.

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