In this episode, father-son duo Doug and Geordan Waldman share their unconventional journey into the world of finance. Doug, a former realtor, and Geordan, with a background in applied physics and gerontology, team up to challenge traditional financial advice. As Certified Liability Advisors, they focus on a person's debt structure and introduce strategies like velocity banking and using a first-position HELOC to turn a home's equity into an accessible resource. They stress the importance of proactive financial planning, especially since traditional retirement models are disappearing. Their goal is to help people convert their liabilities into assets and secure their financial future.

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