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Take Control of Your Wealth: Financial Planning, Real Estate, & Generational Wealth EXPLAINED!

Struggling to find the right financial advisor? Not sure how to balance investments in real estate and the stock market? Wondering how and when to start building generational wealth for your kids—or yourself? In this episode of The KarWell Chronicles, we dive deep into the real conversations you NEED to hear to make your money work for you. 

We’re joined by a top financial advisor (and Sarah’s brother!) who’s worked with hundreds of families to craft successful financial futures—covering everything from 401(k)s and tax strategy to investing in real estate, estate planning, and even the new “Trump Account” for kid savings. Whether you’re a new grad lost in benefits paperwork, a parent thinking about your kid’s future, or a seasoned investor, this episode will leave you empowered, informed, and ready to take action.

PLUS: We break down EXACTLY how to vet a good financial advisor, when to start planning, and how to open up money conversations in your family. 

Don’t miss these value-packed discussions (and some hilarious family sales stories). Hit play, and transform your financial mindset!

⏱️ Key Moments to Watch:
00:02:04 — What a Financial Advisor Actually Does (You’ll Be Surprised!)
00:13:10 — Best & Worst Financial Advisor Stories (Real Red Flags to Watch)
00:22:00 — How to Choose and Find the Right Financial Advisor For You
00:31:57 — Balancing Real Estate with Stock Market Investments: What’s Smart?
00:56:05 — How Open Family Money Talks Changed Our Lives (and Will Change Yours)

Ready to level up? 
Subscribe & leave your money questions in the comments—let’s grow together!

Foster Financial: https://www.fosterfinancial.net  
Contact Caleb: (260) 234-2200

Securities and advisory services offered through Harbour Investments, Inc. State tax laws and treatment may vary on 529 plans. Earnings on non-qualified distributions may be subject to income tax and a 10% federal penalty tax. Please consult your tax adviser for more information.

#FinancialAdvisor #RealEstateInvesting #GenerationalWealth #FinancialPlanning #MoneyTalks #Podcast #StockMarketInvesting #FamilyWealth

Hosted by Emily Karnaz & Sarah Glidewell // The KarWells

You can view the video & audio version on our Youtube Channel

Thanks for listening!