What happens when you stop playing it safe and start playing it smart? In this episode, Joe Saul-Sehy, OG, and Neighbor Doug sit down with David Gardner, co-founder of The Motley Fool, to explore how breaking traditional investing “rules” can sometimes lead to the biggest wins. From his early career to building a community of investors who think differently, David shares the lessons that shaped his approach and why focusing on long-term investing (with a dash of joy) is the key to building wealth.

This isn’t just theory—David opens up about the real-world evolution of financial advice, the importance of conscious capitalism, and why advisors need to shift from just picking stocks to becoming true guides in an era where investment products are commodities. Along the way, the basement crew mixes in a few unexpected detours (yes, including some movie talk), reminding us that money doesn’t have to be boring to be meaningful.

If you’ve ever felt like the “safe” path with your money was leading you in circles, this episode offers a fresh perspective from one of the most influential voices in modern investing. Get ready to rethink the rules, laugh along the way, and come away with strategies to make your portfolio—and your life—more rewarding.

Why breaking conventional investing “rules” can sometimes be your best move

The evolution of The Motley Fool and its impact on everyday investors

How long-term thinking beats short-term noise in building wealth

The role of conscious capitalism and why businesses matter beyond profits

Why financial advisors need to pivot their focus to guidance, not just products

How criticism shaped David Gardner’s career and what he learned from it

Points to Ponder During the Episode

When’s the last time you broke a “money rule,” and did it pay off—or backfire?

Do you believe financial advisors should focus more on guidance than investment selection?

What’s one company or stock you’ve stuck with long-term—and why?

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