Today's episode is all about learning why sometimes you need to slow down in order to speed up your wealth growth. Joining us is my friend and certified financial planner, Drew Faloon from Intrepid Wealth Partners. Drew brings a wealth of experience and a passion for helping entrepreneurs and trailblazers build a prosperous life by focusing on honest, intentional, and values-based planning.

 

In this episode, we'll delve into the complexities of financial planning and how to distill valuable information amidst the noise. Drew will share actionable strategies to help you align your financial goals with your personal values, ensuring your wealth journey is not just about accumulating money but about fulfilling a meaningful vision for your future. So, whether you're overwhelmed by the sheer abundance of financial advice out there or you're looking for ways to refine your strategy, this conversation will provide the clarity you need to make informed decisions.

 

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:

04:38 Financial planner encompasses various aspects of finance.

08:44 Financial planners should prioritize individual values first.

11:26 Financial planning evolves with changing life goals.

15:24 Financial advisors filter information for clients effectively.

17:45 People seek custom education, despite abundant information.

 

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?

 

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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.