PODCAST · business
Wealth in the Fifth Dimension
by Joe Soto
THIS SHOW IS FOR EDUCATIONAL PURPOSES ONLY YOU SHOULD CONSULT YOUR OWN ADVISOR AND CONDUCT YOUR OWN DUE DILLEGENCE TO ANALYZE YOUR SPECIFIC SITUATION. Experience l Strength l HopeAbout the host:Joe Soto is a driven Financial Advisor, Educator, and Entrepreneur on a mission to uplift by sharing his Experience, Strength, and Hope...
Episodes
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The Hidden Childhood Stories Sabotaging Your Marriage and Wealth
Unlock the hidden power of your personal story and its impact on your wealth, marriage, and life. What if the key to financial success and lasting happiness isn't just in your portfolio—it's in understanding the stories that shaped you and your spouse? This episode reveals how unspoken childhood...
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"The Patrimonio Fitness Test: Securing Your Family's Future"
Join Joe Soto as he delves into the critical intersection of wealth and wisdom, exploring why financial success without wisdom can jeopardize a family legacy. Drawing from his extensive experience on Wall Street, Joe introduces the "Patrimonio Fitness Test," a unique approach to securing your...
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Air Force Core Values & Your Family Legacy: Financial Success Secrets
In this insightful episode, Joe Soto delves into the importance of core values in shaping family legacies and achieving financial success. Drawing from his experience as an Air Force veteran and a wealth manager, Joe discusses how core values like integrity, service, and excellence can guide...
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Generational Wealth: Why Your Grind Won't Work for Them
Wealthy families often struggle to pass on financial wisdom. The first generation's grit isn't automatically inherited. The key? Unpack your unconscious principles, document them, and coach your kids, explaining the 'why' behind your success. How do you prepare your children for financial...
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"Building Wealth Through Family Culture"
In this enlightening episode, Joe Soto delves into the profound connection between culture and wealth. Discover how family values and cultural practices can significantly impact financial success and wealth preservation. Joe introduces his innovative approach, "Wealth in the Fifth Dimension,"…
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"Unveiling My Weaknesses: What I Suck At"
In this candid episode, Joe Soto opens up about a personal challenge: expressing emotions. Join Joe as he delves into the complexities of vulnerability, sharing heartfelt stories about moments when he wished he could cry but couldn't. From family gatherings to personal reflections, Joe explores…
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"From Drift to Direction: Setting Intentions for 2026"
In this reflective episode, Joe Soto delves into the importance of evaluating life's dimensions beyond financial success. As the year comes to a close, Joe shares personal insights on health, relationships, and setting intentions for the future. Join him as he explores the pain and power of...
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12.3.25 "From Darkness to Light: Transforming Financial Challenges"
In this enlightening episode, Joe Soto delves into the profound impact of financial conversations on personal and family well-being. Discover a simple yet powerful strategy to bring financial issues out of the shadows and into the light, fostering honest discussions that can transform…
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12 2.25T "Avoiding Pitfalls: Lessons and Challenges in Generational Wealth"
Join Joe Soto as he delves into the journey from hope to action in building wealth. In this episode, Joe shares insights from his extensive experience in wealth management, discussing the challenges of preserving generational wealth and the importance of education and mindset. Discover how to...
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11.26W: "The Power of Self-Investment: A Wealth Manager's Insight"
n this episode, Joe Soto delves into the transformative power of investing in oneself. He emphasizes the integration of faith, family, finances, and fitness as key components of personal growth and financial success. Through personal stories and wealth management insights, Joe encourages a…
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11.25.25 "The Art of Self-Assessment: Balancing Faith, Family, and Finances"
In this episode, Joe Soto delves into the complexities of self-assessment and personal growth. Join Joe as he candidly shares his journey of evaluating his capabilities across faith, family, fitness, and finances. Discover the challenges and triumphs of balancing life's demands while striving for...
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11.24M "Navigating Financial Success: The Fifth Dimension"
Join Joe Soto as he delves into the concept of "Wealth in the Fifth Dimension," exploring the integration of financial planning with family values and personal growth. Discover how unseen elements in a financial plan can impact success and learn strategies to create a holistic approach to wealth....
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11.21.25 The Fifth Dimension of Wealth: Beyond Money 💰✨🌟
Join Joe Soto as he delves into the challenges and triumphs of investing, emphasizing the power of consistency. Through personal anecdotes and professional insights, Joe explores the importance of integrating various aspects of life—faith, family, and finance—into a cohesive plan for success....
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11.20.25: Investing in the Fifth Dimension: A New Perspective
In this episode, Joe Soto redefines the concept of investing by challenging traditional definitions and highlighting the importance of resource allocation beyond financial assets. He delves into the value of time, attention, and energy as critical resources in the investment process, offering a...
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11.19.25: "Navigating Morality: From Financial Crisis to AI"
In this episode, Joe Soto delves into the moral breakdown that fueled the financial crisis, drawing parallels to the current challenges faced in the realm of artificial intelligence. Join us as we explore the importance of accountability and truth, and discuss how these principles can guide us in...
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11.18.25: 20 years of Parkinson's. 56 years of marriage. What investment does it take to carry that cross with grace?
Join Joe Soto as he reflects on his transformative experience at a silent retreat. In this episode, Joe shares insights on the power of silence, the challenges of being an extrovert in a quiet space, and the profound lessons learned from fellow veterans. Discover how three days of silence can…
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11.14.25F: "Faith, Finance, and Silence: A Holistic FinancialApproach"
Join Joe Soto as he embarks on a transformative journey through silence, exploring the profound connections between faith, finance, and personal growth. In this episode, Joe shares insights from his silent retreat, revealing how moments of stillness can lead to clarity and purpose. Discover how...
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11.13.25T: "Inspiring Truths: A Young Woman's Journey"
In this episode, Joe Soto shares a compelling story about a young woman's tattoo and her journey through mental health challenges. Discover how her courage to embrace her truth became a source of inspiration and transformation. Joe delves into the profound impact of honesty in our personal and...
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11.12.25W:5th Dimension Wealth: The Financial Plan You Really NEED!
Most people lack a written financial plan. Even those who do often miss a crucial element: an emergent strategy. What happens when the unexpected hits? Neglecting faith, fitness, family derails even the best-laid financial plans. #FinancialPlanning #WealthBuilding #Faith #Fitness #Family...
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11.11.25T: Unethical Business: Why This Trading App Angers Me!
Welcome to "Wealth in the Fifth Dimension" with Joe Soto. Dive into the realms of faith, fitness, family, and finances as we explore the secrets of financial literacy and ethical investing. Join us as we challenge the status quo and uncover the truths behind today's financial headlines. Let's...
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11.10.25M: What is your financial plan missing?
Welcome to the Joe Soto Project, where we dive deep into the essentials of financial planning. In this episode, Joe Soto explores the often-overlooked elements that could be missing from your financial plan. Discover insights that go beyond the numbers, focusing on holistic strategies to secure...
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11.9.25 What's wrong with the world?
Joe Soto discusses the current state of the world, touching on topics such as government issues, spiritual emptiness, and financial struggles. He shares personal experiences and insights from his career as a wealth manager, emphasizing the importance of self-improvement and community impact. Joe...
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11.8.25S: It's your financial plan broken 💔💸📉
Join Joe Soto as he delves into the intricacies of financial planning, highlighting the pitfalls of reactive strategies. Discover how proactive measures can transform your financial health and why integrating health management into wealth planning is crucial. Joe shares personal insights and...
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11.7.25F: People pleasing a top wealth destroyer...
Keywords people pleasing, difficult conversations, money mindset, financial advice, personal growth, estate planning, moral compass, self-improvement, wealth management, life choices Summary In this conversation, Joe Soto discusses the pervasive issue of people pleasing and its impact on personal...
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11.6.25T: Check these four boxes before you investing anything
Join Joe Soto as he delves into the essentials of investment decision-making. With over two decades of experience in wealth management, Joe shares his insights on understanding the people, process, price, and product involved in any investment. Discover the frameworks that can help you make...
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11.5.25W: Uncover Your Truth: Stop Lying & Live Authentically
Where in your life are you hiding in the darkness? What area needs you to step into the light? Is it your marriage, kids, finances, fitness, or faith? Who do you need to say NO to this week to protect your time and space? #Truth #Honesty #SelfReflection #PersonalGrowth #Boundaries
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11.4.25M: How To Avoid The Stale Life...
You've checked the boxes, but still feel... nothing. This is the podcast for anyone who feels stuck in the mundane, watching life pass by in monochrome. We explore the root causes of the "stale life" syndrome and talk to the people who successfully broke free, proving it's never too late to start...
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45/365: Wall Street doesn't want you to hear this. The hidden costs of chasing wealth, on Wealth in the Fifth Dimension.”
Hey everyone, welcome back to Wealth in the Fifth Dimension with Joe Soto. Today, we're diving into some uncomfortable truths about how unseen things can mess up our families and finances. I'm talking about stuff we often avoid, but that can seriously fracture our lives. Ever wonder how many kids...
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44/365: This Hidden Blind Spot Will Destroy Your Finances
Hey everyone, it's Joe Soto back with another episode of Wealth in the Fifth Dimension. Today, I'm talking about a hidden blind spot that can totally wreck your finances. It's something people don't usually think about: your marriage. I've been a financial advisor for over 15 years, and I've seen...
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43/365: What price do we pay for financial security?
Hey everyone! Joe Soto here, and I just dropped a new episode of Wealth in the Fifth Dimension. This one's a bit deeper – it's all about the price we pay for financial security. We always hear "pay the price for success," but whatis that price, really? I shared some stories from my years of…
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42/365: Life-changing insights from a 1997 article on work-family lies.
Life-changing insights from a 1997 article on work-family lies. Are you telling yourself lies about work and family? 🤔 I was! My latest podcast episode dives into the 4 biggest lies we believe, how they almost cost me everything, and how to break free.
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41/365: "Do you know what you stand for? If you don't, you'll fall for anything. This week, I'm sharing my personal mission statement and why it's the most important thing I've ever created."
Hey everyone, Joe Soto here with another episode of Wealth in the Fifth Dimension. Today, we're diving deep into something super important: what you stand for. I had a bit of a wake-up call recently. I realized I've been talking about mission statements for families, but I didn't even have one…
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40/365: Does your family doubt your financial guidance?
Hey everyone, it's me, Joe Soto, back with another episode of Wealth in the Fifth Dimension. Today, we're diving deep into something that's been on my mind lately, something I think is crucial for every family leader out there: the biggest risk you face isn't financial ruin or external...
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39/365: 𝐘𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧 𝐰𝐢𝐥𝐥 𝐟𝐚𝐢𝐥 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐓𝐇𝐈𝐒...
Hey everyone, Joe Soto here, and I just wrapped up another episode of Wealth in the Fifth Dimension, and this one's a game-changer. We dove deep into something I've been wrestling with myself lately: the power of a family mission statement. It hit me – how can I preach financial responsibility to...
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38/365: A great financial plan means nothing if your family isn't a team.
In this podcast episode, I share my personal story of almost losing my marriage due to my sole focus on advanced financial planning and neglecting family teamwork. I realized that having a great financial plan means nothing if your family isn't united. Now, our family has a clear vision, where...
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37/365: "Money ruining your marriage? Discover the power of 'our way' thinking."
Selfishness and self-centeredness can absolutely destroy a family's finances. On this episode of Wealth in the Fifth Dimension, I talked about how these traits can completely derail a family's financial plan. I posed a critical question: Is your family run like a democracy or a dictatorship? Do…
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36/365: Dream big, live well: Learn how on this podcast.
Why do family vacations so often end in tears? Why is it so hard to get everyone on the same page? These are the questions I explore in my podcast about family dynamics. I look at tools like the "family mission statement" to help families define their shared values. Using relatable examples, I...
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35/365: How to Escape Financial Chaos by Discovering Your Family's Vision
Hey everyone, it's Joe Soto back with another episode of Wealth in the Fifth Dimension! Today I'm talking about something super important: having a vision for your money. It's like getting on a plane and the pilot has no idea where you're going – that's just asking for trouble, right? Well, your...
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34/365: Financial Security - Without Sacrificing Values.
Hey everyone, and welcome back! Today I'm talking about something super important: teaching our kids about money. Think about it, if we don't do it, who will? And what will they teach them? Growing up, my parents didn't really talk about money, and I've realized I'm kind of doing the same thing...
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𝟑𝟒/𝟑𝟔𝟓: 𝐓𝐡𝐞 𝐏𝐫𝐢𝐜𝐞 𝐨𝐟 𝐏𝐫𝐢𝐝𝐞: 𝐇𝐨𝐰 𝐑𝐞𝐬𝐞𝐧𝐭𝐦𝐞𝐧𝐭 𝐒𝐚𝐛𝐨𝐭𝐚𝐠𝐞𝐬 𝐘𝐨𝐮𝐫 𝐖𝐞𝐚𝐥𝐭𝐡
Hey everyone, this is Joe Soto from the 𝑾𝒆𝒂𝒍𝒕𝒉 𝒊𝒏 𝒕𝒉𝒆 5𝒕𝒉 𝑫𝒊𝒎𝒆𝒏𝒔𝒊𝒐𝒏 podcast, and today we're diving deep into a topic that might surprise you: resentment. It's not something you typically hear about on Wall Street, but trust me, this is a wealth destroyer, and I'm going to...
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𝟑𝟑/𝟑𝟔𝟓: 𝐓𝐡𝐞 𝐒𝐡𝐨𝐜𝐤𝐢𝐧𝐠 𝐒𝐞𝐜𝐫𝐞𝐭 𝐭𝐨 𝐖𝐞𝐚𝐥𝐭𝐡: 𝐈𝐭'𝐬 𝐍𝐨𝐭 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮 𝐓𝐡𝐢𝐧𝐤
Hey everyone, it's Joe Soto from the Wealth in the 5th Dimension podcast. I wanted to share some key takeaways from my latest episode that really hit home for me. You see, I've been in the finance game for over 15 years now, and I've come to a realization that might surprise you: financial…
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32/365:Why did my father have to be an alcoholic?
Hey everyone, it's Joe Soto from Wealth in the Fifth Dimension! In this episode, I talked about how the words we use can seriously affect our families. I even shared some stuff about my own dad, who was an alcoholic, and how I used to think I was destined to have the same problems because of it....
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31/365: How to Build Wealth Without Repeating Your Parents' Money Mistakes
Hey guys, welcome back to my podcast! Today I'm talking about how our parents influence us, especially when it comes to money. I've noticed as a wealth manager that sometimes people have trouble with money because of how they were raised. Like, if your parents never talked about money, you might...
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30/365: How to Avoid Burnout by Slowing Down While Building Financial Wealth
In today's podcast, I talked about how to avoid burnout and build financial wealth by slowing down. I shared my own story of struggling to transition from work to family life, and how it negatively impacted my relationships and well-being. I explained that when we're constantly stressed and...
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29/365: You have more control over your money than you think. …
Hey everyone, welcome to the podcast! Today, I'm talking about something super important: taking a moment before you react. It's like a superpower! You have more control over things than you think. Let me tell you a story. I once met a guy who needed help with his money. Turns out, he'd made some...
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28/365: Don't take your family for granted…
"Hey everyone, this episode is all about appreciating the bonds we have with our family. You know how sometimes you get so focused on your own goals, you forget about the people who matter most? I learned this the hard way when I injured my Achilles. It happened while I was trying to get super…
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27/365: Why Financial plans work and families don't…
Hey everyone! Have you ever thought about whether you have a financial plan or a family plan? I’ve spent the last 15 years helping people create financial plans, and let me tell you, they really do work. It’s like having a flight plan for an airplane. You set a destination, and even when…
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26/365: What will you regret when you look back on your life?
Hey everyone! In today’s episode, I dive into a big question: What will you regret when you look back on your life? After spending 15 years helping people get rich, I’ve seen a lot of wins and, honestly, a lot of regrets too. It got me thinking—does having more money really mean more happiness?...
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25/365: It's easy to criticize what you don't understand...
In this episode, I start with a thought: it’s super easy to criticize things we don’t really understand. I share a powerful story about a close friend of mine who has a successful business but came to the U.S. from Cuba on a raft. It really made me think about the stories that shape our lives. I...
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24/365: "Massive Losses Ahead: The Critical Missteps Between Financial Advisors and Clients”
Hey everyone! In this episode, I share a story from the gym to explain how long-term thinking can be tough. Every December, the gym gets super crowded with new people, but by February, most of them have vanished. This shows that sticking to a long-term goal is harder than it looks. I also talk...
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ABOUT THIS SHOW
THIS SHOW IS FOR EDUCATIONAL PURPOSES ONLY YOU SHOULD CONSULT YOUR OWN ADVISOR AND CONDUCT YOUR OWN DUE DILLEGENCE TO ANALYZE YOUR SPECIFIC SITUATION. Experience l Strength l HopeAbout the host:Joe Soto is a driven Financial Advisor, Educator, and Entrepreneur on a mission to uplift by sharing his Experience, Strength, and Hope...
HOSTED BY
Joe Soto
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Frequently Asked Questions
How many episodes does Wealth in the Fifth Dimension have?
Wealth in the Fifth Dimension currently has 221 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Wealth in the Fifth Dimension about?
THIS SHOW IS FOR EDUCATIONAL PURPOSES ONLY YOU SHOULD CONSULT YOUR OWN ADVISOR AND CONDUCT YOUR OWN DUE DILLEGENCE TO ANALYZE YOUR SPECIFIC SITUATION. Experience l Strength l HopeAbout the host:Joe Soto is a driven Financial Advisor, Educator, and Entrepreneur on a mission to uplift by sharing his...
How often does Wealth in the Fifth Dimension release new episodes?
Wealth in the Fifth Dimension publishes regularly with 221 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Wealth in the Fifth Dimension?
You can listen to Wealth in the Fifth Dimension on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Wealth in the Fifth Dimension?
Wealth in the Fifth Dimension is created and hosted by Joe Soto.
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