In today’s episode, we're diving into the essentials of financial planning for personal wealth with our expert guest, Drew Faloon, a certified financial planner (CFP). We're building on yesterday’s discussion about taking a step back from the hustle, reflecting on your core values, and letting those guide your wealth journey. Drew and I will break down how to translate your personal goals into a concrete financial strategy, why cash flow is the backbone of your financial health, and the importance of holistic planning with a coordinated professional team. Plus, Drew shares practical tools and strategies to organize your financial life and drive long-term success.

 

Drew Faloon is a CERTIFIED FINANCIAL PLANNER with Intrepid Wealth Partners, LLC who specializes in helping hardworking working trailblazers live a more prosperous life, take care of their family and optimize their retirement strategy. Since graduating Cum Laude from Fort Lewis College, Drew has focused his business around honesty, intentionality, values based planning and creating an impact in the world.

 

Website: https://www.intrepidwealthpartners.com

LinkedIn: https://www.linkedin.com/in/drew-faloon-cfp®-098777a7/

E-book: https://www.intrepidwealthpartners.com/ebook/virtual-wealth-management-transformation-ebook

 

What you'll hear in this episode:

05:33 Fractional CFO helps clients manage extra cash.

10:02 Seek professional help for navigating financial matters.

11:02 Communication challenges in professional financial advice.

15:42 Financial success requires organization and planning.

19:20 Prioritizing cash flow and financial stability options.

20:50 Key aspects of exit planning and investments.

 

If you like this episode, check out:

Takeaways from Steps for Success with Junior Achievement

What's the Best Way to Pour Money Into Your Business?

Introducing Money to Kids: Where Do You Start?

 

Want to learn more so you can earn more?

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Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.