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Wealth & Fulfillment by David Geller

@wealthandfulfillment.com

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David Geller | Ex-Top FA | Unabashed Capitalist. Exploring wealth beyond the balance sheet – focusing on fulfillment, meaning & values. Challenging cultural money myths. Wealth & Fulfillment blog 👇 https://www.wealthandfulfillment.com/

www.wealthandfulfillment.com

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Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Apr 30

Hi Bluesky! David Geller here. Ex-top FA (mixed finance/counseling). Asking: Why do money beliefs block true fulfillment? 🤔 My blog "Wealth & Fulfillment" explores the emotions, values & myths involved. Unabashed capitalist seeking meaning beyond $$.

Explore: www.wealthandfulfillment.com

About - Wealth & Fulfillment

A thought-provoking exploration by a confirmed capitalist into our skewed ideas about money. Read it if you want actionable advice for dealing with the emotions and values that drive personal and fina...

www.wealthandfulfillment.com

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 2h

We spend our whole lives building security. But what's the point of security if we don't give ourselves permission to live?

We get so used to saving, it can be hard to learn how to spend—even on things that matter deeply.

#MoneyMindset, #Fulfillment, #Wealth, #FinancialWellness

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 1d

Feeling overwhelmed by the world's problems? Me too.

But we are not helpless. We can't fix the whole world, but we can choose to be the antidote in our own corner.

My reflections on finding hope in trying times: buff.ly/2tDF3pS

#Hope #Helplessness #Compassion #Kindness

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Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 2d

Happy Halloween! The scariest thing shouldn't be ghosts or goblins—it should be a financial plan based on fear. Don't let fear of the unknown trick you out of living a full life today. Treat yourself to clarity and confidence.

#HappyHalloween #NoTricksJustTreats #WealthWisdom

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 4d

From the new post: "Focus on what’s happening now - not on what I fear may happen someday. My fears rarely materialize, and my worrying never helps." A simple reminder for a heavy week.

buff.ly/2tDF3pS

#Mindfulness #PresentMoment #AnxietyRelief #Stoicism

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 6d

Feeling overwhelmed by bad news is normal, but I've found a new path. We can't change the entire world, but we can brighten our own corner. If you're feeling burdened, check out my post on quiet practices: "Hope in a Time of Helplessness"

buff.ly/2tDF3pS

#MakeADifference

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 10d

"You are only as happy as your unhappiest child" is an expression I truly dislike. Your well-being shouldn't be dependent on your children's struggles. You can be a loving, supportive parent without taking on their suffering as your own.

From the archive: buff.ly/OKtkEPj

#TBT #ParentingWisdom

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 13d

In a world of constant bad news and division, how do you protect your peace and stay hopeful?

#MentalWellness #Hope #Mindfulness #Community #PositivePsychology #SelfCare

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 15d

Parenting isn't about being popular; it's about doing what's best for your child, not just what makes them happy now. It's okay if they get upset—this shows you're doing the tough but necessary work.

Read more: buff.ly/RQfmbAp

#Parenting #FamilyValues #LifeLessons

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 17d

I trusted my son to manage his college applications, resisting the urge to intervene. The best gift to our adult children is allowing them to forge their own paths, despite our anxieties.

Learn more in "Parenting Isn't a Popularity Contest." - buff.ly/QaPe1P1 #LettingGo

#NewPost #Parenting

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 20d

Parenting isn’t about winning a popularity contest; it's about love, tough choices, and embracing imperfection. We balance making kids happy and prepping them for life. My latest piece offers three guiding principles in this journey.

Read more: buff.ly/QaPe1P1

#NewPost #Parenting

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 21d

As parents, our role isn't to ensure our kids are always happy but to guide them into adulthood where they can find their own joy and meaning.

This often requires making tough decisions. I'm exploring this balance in my upcoming blog post.

#Parenting #RaisingAdults #ToughLove

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 24d

A wealthy friend's net worth would halve post-divorce, equating finances with manhood. This underscores how culture often links self-worth to financial status, though true value isn't in a balance sheet.

Learn more: buff.ly/pZzkJVE

#SelfWorth #NetWorth #Manhood

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 24d

What is the most valuable lesson your parents taught you about life (not money)?

#LifeLessons #ParentalWisdom #FamilyValues #Wisdom #Gratitude

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · 28d

Discussing inheritance with aging parents is sensitive, balancing future planning and avoiding seeming greedy. Approach these talks with care. AI can help script these conversations with emotional intelligence.

Learn more: buff.ly/Ecvus46

#ToughConversations #Inheritance

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Oct 3

AI can give you financial answers, but can it help you ask the right questions? The real work of wealth management isn't just about the numbers, it's about the life you want those numbers to build.

buff.ly/Ecvus46

#AI #FinancialPlanning #WealthWisdom #BigQuestions

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Oct 1

New blog post: buff.ly/HQAHeHA

After highlighting AI's risks, we now focus on its benefits in enhancing financial discussions. AI is a tool to enrich human wisdom, aiding in portfolio reviews, drafting for financial talks, and improving decisions.

#AI #PersonalFinance

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 29

Sensitive financial discussions with loved ones can be challenging. Imagine a tool that helps you approach these talks with clarity and confidence. Tomorrow, discover how AI can enhance your communication skills & financial stewardship in our new blog post. Don't miss it. #MoneyTalks #AI #Empowered

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 28

We've explored AI's risks in wealth management. But what if AI could empower you, enhance key conversations, and improve partnerships with your advisor?

Stay tuned for a new perspective this Tuesday.

#ComingSoon #AIForGood #Empowerment #FinancialConversations #FutureOfFinance #WealthManagement

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 27

When it comes to your financial future, where do you place more trust?

A) The latest technology & data
B) The wisdom of human experience

There's no single right answer, but our preference reveals a lot about our mindset. What's your initial leaning?

Share your reasoning in the comments!

#Poll

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 26

AI answers your questions but can't guide you in asking the right ones. This highlights the challenge of using technology for significant life decisions, which are more about values & priorities than data.

What's a meaningful question you've asked yourself recently?

buff.ly/00XYKSb

#LifeQuestions

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 25

#TBT: A wealthy friend facing divorce said, "The day after, I will be half the man I am today," as he equated his worth with his wealth. Society overemphasizes money, but true value isn't in your bank account.

It's time to separate who you are from what you have.

buff.ly/taqU7IS

#SelfWorth

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 24

Have you ever relied on a tool, only to find that wisdom was what you truly needed? Life's nuances often elude data. How do you balance using new tools with trusting human experience? Share your thoughts.

#Wisdom #PersonalGrowth #DecisionMaking #TechVsTouch #HumanExperience #LifeLessons

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 23

I’ve been experimenting with AI for financial planning & found surprising results. While I expected it to excel at math but struggle with emotional nuance, it was often the opposite. Answers came with certainty but were sometimes incorrect & lacked the wisdom of human conversation.

buff.ly/ycyKIzW

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 22

A great financial advisor does more than manage money; they help you align it with your life. They act as a thinking partner and a source of wisdom. What's the best piece of non-financial advice your advisor has ever given you?

Share your story in the comments.

#FinancialAdvisor #WealthWisdom

Wealth & Fulfillment by David Geller @wealthandfulfillment.com · Sep 19

AI answers your questions but doesn't guide you in asking the right ones. A great advisor helps you see how financial choices align with your life, values, and goals.

Discover why this distinction matters: buff.ly/8Zm6iNb

#BigPicture #FinancialPlanning #WealthWisdom #LifeGoals #FinancialAdvisor