What does it take to build lasting wealth and achieve your retirement goals—the kind that supports your family, protects your future, and leaves a meaningful legacy?

In this episode, we sit down with Sr. Fahmin Fardous, a Certified Financial Planner with a refreshing perspective on money, behavior, and legacy-building. The conversation goes beyond the basics and addresses the real questions many families are asking, including:

• How much money do you need in retirement?

• Are you better off saving through a 401(k), Roth IRA, or SEP IRA?

• How can you plan effectively for your children’s education?

• How do you balance today’s “wants” with long-term financial security?

• Will your wealth transfer the way you intend it to?

Fahmin brings a unique blend of psychology and financial expertise, unpacking not just what to do with your money, but why so many people struggle to do it consistently.

This episode is practical, eye-opening, and highly relevant. We had so much to cover that we’re breaking the discussion into two parts. Please enjoy Part 1 now. In Part 2, we’ll focus on wealth preservation planning.

Watch or listen now!