In this episode of Money Stories, we sit down with Dan Walsh, a financial planner whose journey through business ownership and career transformation is full of valuable insights. Dan founded and built his own financial planning business, Tailored Wealth, before making the decision to sell and step into a new role as Head of Wealth Protection at Invest Blue.
Dan opens up about the realities of business ownership, what drove him to start, the challenges he faced along the way, and the big decision to exit. He shares how his relationship with money and wealth building has evolved as his life goals have shifted — from growing a business to now focusing on family, lifestyle, and protecting what matters most.
As a financial planner, Dan also shares powerful tips on building long-term wealth, covering the most common mistakes people make, what to prioritise early on, and how to set yourself up for a secure and meaningful retirement. His advice is practical, personal, and filled with clarity.
If you're ready to take control of your finances or start investing, hit play — and let Dan’s story inspire your next move.
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