Welcome back to My Fin Journey. The podcast where we challenge traditional financial thinking and help you build true wealth.

Today, we are joined by Brock Fortner, a financial expert known for making complex wealth-building strategies simple. Brock works with high earners, business owners, and top performers, helping them gain clarity, reduce taxes, and build generational wealth. In this episode, Brock shares the truth about why traditional financial planning is failing you and reveals actionable strategies to turn your income into real, lasting wealth.

What You’ll Learn in This Episode:

1. Why traditional financial planning and advice isn’t cutting it for high earners and entrepreneurs

2. How to take control of your cash flow and start building real wealth

3. Why understanding your “freedom number” is crucial for financial independence

4. How to avoid lifestyle creep and keep more of your hard-earned money

5. The mindset shifts that separate the truly wealthy from the high earners

Episode Chapters:

(00:00) Introduction to My Fin Journey Podcast

(00:12) Meet Brock Fortner: Financial Strategist

(00:22) Brock's Clientele and Financial Philosophy

(00:55) The Importance of Financial Literacy for Young Adults

(04:12) Key Components of Financial Planning

(05:07) Challenges in the Financial Planning Industry

(09:54) Brock's Personal Journey and Mentorship

(15:29) Advising High Net Worth Clients

(19:11) Client Exit Strategies

(19:38) Retirement Planning Realities

(20:30) Life Insurance Misconceptions

(22:05) Estate Planning and Taxes

(25:34) 401k and Retirement Savings

(29:53) Investing in Yourself

(34:16) Building Cash Flow Engines

(34:49) Final Thoughts and Resources

🔗 CONNECT WITH BROCK FORTNER

LinkedIn: https://www.linkedin.com/in/brockfortner/

Email: [email protected]

🔗 CONNECT WITH MUSTAFA LADHA (HOST)

LinkedIn: https://www.linkedin.com/in/mustafa-ladha/

YouTube: https://www.youtube.com/@my.finjourney

Spotify: https://open.spotify.com/show/5UmpEcnU2Z0UxxDuvenmNx

Apple Podcasts: https://podcasts.apple.com/us/podcast/myfinjourney/id1815511353

If you’ve ever feared running out of money in retirement, or wondered why hard work isn’t translating into wealth — this episode will change how you think about money forever.

⚡ Don’t wait until it’s too late. Invest in yourself NOW.

👉 Subscribe to MyFinJourney for weekly conversations that uncover the money traps keeping people stuck. Drop a 5 star review, and share this with someone who wants financial freedom but doesn’t know the hidden risks.