In this episode, Rob and Madison dive into Key 5 of the Seven Keys to Financial Wellness: the importance of building a strong network of advice. They discuss how cultivating relationships with trusted financial professionals, like advisors, CPAs, and estate planners, can help people make more informed decisions, streamline financial management, and work toward long-term financial goals. Rob shares a personal story about assembling a network for his mother during a challenging time, underlining the value of a cohesive advisory team for navigating complex situations.

Beyond financial connections, the hosts cover general networking strategies, including attending events, asking meaningful questions, and building relationships through follow-up gestures like handwritten notes. Madison highlights her experience at a recent industry conference as an example of proactive engagement. This episode encourages listeners to start building a network of advice early, emphasizing the benefits of a team approach to financial and professional growth.

In this episode, Rob and Madison discuss the importance of being open to growth when it comes to financial education. They emphasize that financial struggles are common, regardless of income level, and that everyone can benefit from learning and improving their financial knowledge. Rob shares personal stories and examples to illustrate the significance of being open to different perspectives and approaches to financial wellness. They also highlight the impact of inflation on personal finances and the need for investments as a hedge against inflation. By being open to growth and expanding your financial knowledge, individuals can better navigate financial challenges and work towards a more secure future.

In this episode of Society of the Few, host Robert Schein shares his personal journey and the inspiration behind empowering women to achieve financial wellness. He reflects on his upbringing in a traditional family, his father’s battle with cancer, and his mother’s transition into managing finances during difficult times. Robert highlights the importance of financial education, especially for women, who will likely need to manage their own finances at some point. He introduces the concept of "The 7 Keys to Financial Wellness," covering essential topics such as mindset, negotiation, and planning. The goal is to create a supportive community that equips women with the knowledge and tools to navigate their financial futures confidently. We are also introduced to Madison Evans, a financial advisor with Blanke Schein Wealth Management, who discusses her journey into the industry and the value of saying yes to opportunities.