In this insightful episode of the Freedom and Prosperity Podcast, host Desi Arnaz sits down with Ray Godleski, a Certified Financial Planner (CFP®) and founder of Southeast Wealth Partners, to talk about what it really takes to build lasting financial security and peace of mind.

Ray shares how a disappointing personal experience with a financial advisor in his 20s became the catalyst for his career — inspiring him to become the kind of advisor he wished he had. With more than a decade of experience, Ray now helps individuals and families create thoughtful, diversified financial plans that adapt as life changes.

This conversation dives deep into financial planning beyond just stocks and mutual funds, highlighting the importance of diversification across asset classes, proactive communication, and having multiple “buckets” of money to draw from in retirement.

Desi also shares his own story of financial devastation during the Great Recession and the resilience required to rebuild later in life — making this episode both practical and deeply relatable.

Whether you’re early in your career, at your peak earning years, or nearing retirement, this episode will challenge the way you think about money and show you how thoughtful planning can protect your future.

Ray Godleski, CFP®

📧 Email: [email protected]

Do you have a story of financial growth, resilience, or transformation?

(Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth)