In this episode, we speak with a seasoned finance leader and CFO who, despite decades of professional experience, only began actively tracking his personal finances in his mid-40s.

We explore the turning point that led to this realization and the practical steps he took to gain clarity and control over his financial life.

This conversation covers:

• Why financial knowledge doesn’t always translate to personal wealth
• The importance of tracking net worth
• How to distinguish between good and bad expenses
• The role of discipline in long-term financial success
• What investors and successful founders consistently get right

A thoughtful discussion for anyone looking to build a more structured and intentional approach to personal finance.

If you'd like to share your story with us, please fill out the form: https://forms.gle/Ha9nEbXyJWm3ow4x7 If you would like to connect with us and share your feedback, please drop an email at [email protected]