On this episode of Caddo Convos, Santosh Poudyal of The Wealth Builders Group shares his mission to reshape how families approach money. Drawing from his own leap from corporate life to entrepreneurship, Santosh empowers people to gain freedom of time and money through financial education, customized strategies, and a holistic view of wealth that goes far beyond just college savings. His passion is helping middle-class families unlock opportunities once reserved for the wealthy—and achieve true happiness, not just wealth.

• Direct phone: 303-396-3553
• Address: 2201 Spinks Rd, Suite 120, Flower Mound, TX 75022

Highlights from Santosh Poudyal of The Wealth Builders Group on Caddo Convos

The "New Art of Living" Philosophy Santosh teaches people how to balance time, money, and happiness—highlighting that wealth alone isn't freedom unless paired with time and purpose.

Education-First Financial Planning He starts every client relationship by deeply understanding their goals and educating them on how money works before recommending tailored strategies.

Middle-Class Empowerment Motivated by his own journey from international student to entrepreneur, he focuses on giving middle-class families access to tools usually reserved for the wealthy.

Strategic Partnerships with Top Firms Santosh partners with over 200 major financial companies (like Goldman Sachs and Charles Schwab) to match each client with the best-fit solutions for their goals.

Holistic, Flexible Planning for Families He helps families move beyond restrictive plans (like 529 accounts), building flexible strategies that can support all of life's milestones—not just college.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/