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Wealth & Fulfillment

David Geller

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 financial decision-making.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues59Founded4 years agoLast Issue20 hours ago
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Latest Issues

Trusting Adult Children in an Anxious Age

My future feels secure. My children’s future feels far less predictable.

I am 67, married to the love of my life. I have enough money to support us, a strong web of family and friends, a spiritual life to guide me, and a clear sense of pur...

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On Shaky Ground

I sometimes feel like the ground beneath me is shaky. One wrong step and I imagine I will drop into a vast hole–leaving me dazed, injured, and lost.

I don’t want to live this way. Where is this coming from?

I have come to believe that the...

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I love writing Wealth & Fulfillment. Thank you for reading, commenting, sharing posts with others, and joining me on this journey.

I’m going to take a summer break during July and August.

Sometimes the best way for me to keep my writing f...

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My Children Rejected My Definition of Success

My children earn less than I did at their age. That trend is likely to continue.

My daughter is a human resource specialist, and my son is a teacher. Compared to how I lived in my 30s, they occupy smaller houses, vacation closer to home, f...

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Love, Money, and Risk

I see myself as a fiduciary for my children.

As a wealth manager for many years, my fiduciary duty meant that I had a legal and ethical responsibility to act in my client’s best interest. Maybe that sounds heartless when applied to family....

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  • David Geller

    I spent 35 years in the wealth management industry, and for the last 15 years focused on the intersection of traditional wealth management, psychology, and philosophy.

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