Growing Money with Sean Trace
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?
144 episodios
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