Why Investors Need a Fiduciary Financial Advisor – with Brent Weiss from Facet Wealth

For our Fintech Spotlight segment this month, we are featuring our sponsor, Facet Wealth. They make working with a Certified Financial Planner professional simple and convenient. 

I’ve invited a founding member and the Chief Evangelist of Facet Wealth, Brent Weiss to tell us more about this virtual financial advising company and how it’s helping clients of all wealth levels achieve their goals. We’re also going to discuss the importance of working with a fiduciary and defining what financial planning looks like. 

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Don’t Time the Market – with Rocky Lalvani

It is so important to evolve and to keep up with the ever-changing world. Because when we’re complacent and stuck in our ways, opportunities, excitement and potential wealth can pass us by.

I’ve invited someone on the show today who lives by this credo and his name is Rocky Lalvani.

Rocky is a life and money coach who has built a multi-million dollar fortune, not from his coaching biz, but from living a life focused on flexibility, frugality, and family.

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Dear 20-Year Old, Invest Now and Retire Early

I recently sent a letter (yes, a real letter) to my 20-year old nephew encouraging him to start saving for his retirement today. With time and compound interest on his side, his options are endless. In order for him to reach financial independence, he’ll need to invest and adopt some crucial money-smart habits early on in his life.

Cross your fingers for me that the message resonates with him!

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