In this episode, we sit down with financial planner Brandon Galici, the founder of Galici Financial. Brandon emphasizes the critical importance of financial literacy, particularly for the younger generation, and the empowering concept of "failing forward"—learning and growing from financial missteps. He clarifies that true financial planning extends beyond mere numbers; it's about aligning financial strategies with personal goals and values.

The conversation also tackles common misconceptions about financial advising, highlighting the significance of finding a trustworthy and empathetic advisor who truly understands your individual needs. Brandon discusses how technology is reshaping the financial landscape and stresses the need for advisors to evolve with these changes. He elaborates on his unique approach, which centers on uncovering a client's "why" and guiding them through various life stages with adaptable financial plans. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.