Growing Money with Sean Trace

Don't Follow Your Passion | Brendan O'Rourke | Growing Money with Sean Trace

44 min · 19. Mai 2026
Episode Don't Follow Your Passion | Brendan O'Rourke | Growing Money with Sean Trace Cover

Beschreibung

I sat down with Brendan O'Rourke, Managing Partner at Greenway Financial Advisors, and this conversation is one of those that quietly shifts the way you think about money. Brendan works primarily with retirees and pre-retirees, and the wisdom he's gathered from sitting across from hundreds of families comes through in every answer he gives. We got into why so many people feel financially stuck even when things look fine on paper, and his answer has nothing to do with income. We talked about the difference between having a rigid plan and simply moving in the right direction, why telling people to follow their passion is often terrible advice, and how wealthy families think about money in ways most people never get exposed to. He also broke down the three-bucket framework he'd give his younger self: spend, protect, and grow - simple, boring, and genuinely powerful. When it comes to your money, are you more of a detailed planner or a "pick a direction and course correct" type, and has that approach actually worked for you?

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Episode Women, Wealth, And Power | Cary Carbonaro | Growing Money Podcast Cover

Women, Wealth, And Power | Cary Carbonaro | Growing Money Podcast

In this episode of Growing Money with Sean Trace, I sit down with Cary Carbonaro, CFP®, MBA, a women and wealth expert who has spent 25 years helping women understand money, investing, financial planning, and long-term wealth building.  This conversation hit me hard as a father, because so much of what Cary shares is about preparing the next generation of women to own their financial future with confidence. We talk about the great wealth transfer, why women are expected to control a massive share of wealth in the coming years, and why the financial industry still has not fully adapted to serve them. Cary also breaks down the myths women are taught about money, why cash can feel safe but hold people back, how divorce and widowhood expose gaps in financial relationships, and why basic money skills should be taught before adulthood.  This episode is really about empowerment, education, and changing the way families talk about money. What is one money lesson you wish you had learned earlier in life?

24. Juni 202644 min
Episode Specialists Are Cooked | Dr. Angela C. Meyers | Growing Money with Sean Trace Cover

Specialists Are Cooked | Dr. Angela C. Meyers | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Dr. Angela C. Meyers to talk about one of the biggest shifts happening in work, money, and identity right now: the rise of AI and the return of the modern polymath.  For years, people have been told to niche down, specialize, and become an expert in one narrow lane. But in a world where AI is automating specialized tasks faster than ever, that advice may be starting to fail people. Dr. Angela breaks down why adaptability, curiosity, emotional intelligence, systems thinking, and the ability to connect ideas across disciplines may become some of the most valuable human skills in the next decade. We also talk about why so many people feel financially trapped, why fear can shrink your future, and why your ability to keep learning may be your greatest safety net. This conversation is about money, work, AI, reinvention, and what it really means to stay human in a changing world. Are you trying to master one path right now, or are you building a life with multiple skills, interests, and ways to adapt?

22. Juni 202648 min
Episode Lifestyle Creep Hurts | Logan Bennis | Growing Money with Sean Trace Cover

Lifestyle Creep Hurts | Logan Bennis | Growing Money with Sean Trace

I sat down with Logan Bennis, a financial advisor out of Dunedin, Florida, who works with business owners and families to untangle their financial lives and actually build something that lasts.  We got into the real reasons why people who earn good money still feel broke, it almost always comes back to lifestyle creep, keeping up with appearances, and skipping the unsexy stuff like disability insurance and estate planning that nobody wants to talk about.  Logan broke down the biggest mistakes he sees walking through his door every single day, from families with zero protection on their assets to people chasing get-rich-quick schemes online while ignoring the slow, boring path that actually made every one of his 100+ millionaire clients wealthy.  What's one money habit you wish someone had taught you before you turned 18?

17. Juni 202634 min
Episode The Founder’s Trap | Charles Gaudet | Growing Money with Sean Trace Cover

The Founder’s Trap | Charles Gaudet | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Charles Gaudet, CEO of Predictable Profits, to talk about what it really takes to grow a business in a world where hard work alone is no longer enough.  Charles breaks down the difference between starting a business from scratch and buying into one with existing momentum, why so many founders fall into the “founder’s trap,” and how success can sometimes create more pressure, burnout, and dependency instead of freedom. We also talk about AI, business strategy, trust, authenticity, founder branding, and why companies need to focus less on outputs and more on real outcomes. One of my favorite parts of this conversation is Charles’ reminder that the most successful people he has met are also the most curious. They do not assume they know everything. They keep asking better questions, solving bigger problems, and building businesses around impact instead of ego. What do you think is more important for building a successful business today: working harder, asking better questions, or solving better problems?

15. Juni 202648 min