Navigating Financial Literacy and Security: An Entrepreneur's Guide with Shea Swenson

In this episode of the None of Your Business podcast, hosts Shawn and Lacey interview Shea Swenson, the co-founder and CEO of Stonebriar Financial. They discuss the importance of securing financial stability at a young age, the challenges entrepreneurs face in managing their finances, and how to hold financial advisors accountable. Shea shares his personal journey from a troubled childhood to becoming a financial advisor, his philosophy on financial planning, and the importance of financial literacy. The conversation also covers effective strategies for managing wealth, particularly for entrepreneurs, and the significance of understanding risk and ROI in investments.

00:00 Shaquille O'Neal's Best Investment

00:35 Welcome to the Podcast

01:10 Introducing Shea Swenson

02:44 Shea's Early Life and Challenges

04:04 The Journey into Wealth Management

05:58 Misconceptions in Financial Advisory

08:33 The Importance of Financial Literacy

13:05 Challenges in the Financial Industry

18:34 The Importance of Accountability in Financial Advising

19:01 Understanding Risk and Performance Metrics

26:01 The Cashflow Clock: A New Approach to Financial Planning

29:54 Adapting Financial Advice for Entrepreneurs

32:08 Future Trends in Wealth Management

35:06 How to Connect With Shea

Connect with Shea:

Website: https://stonebriarfinancial.com/

IG: https://www.instagram.com/sheaswenson/

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

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