Navigating Financial Literacy and Security: An Entrepreneur's Guide with Shea Swenson
In this episode of the None of Your Business podcast, hosts Shawn and Lacey interview Shea Swenson, the co-founder and CEO of Stonebriar Financial. They discuss the importance of securing financial stability at a young age, the challenges entrepreneurs face in managing their finances, and how to hold financial advisors accountable. Shea shares his personal journey from a troubled childhood to becoming a financial advisor, his philosophy on financial planning, and the importance of financial literacy. The conversation also covers effective strategies for managing wealth, particularly for entrepreneurs, and the significance of understanding risk and ROI in investments.
00:00 Shaquille O'Neal's Best Investment
00:35 Welcome to the Podcast
01:10 Introducing Shea Swenson
02:44 Shea's Early Life and Challenges
04:04 The Journey into Wealth Management
05:58 Misconceptions in Financial Advisory
08:33 The Importance of Financial Literacy
13:05 Challenges in the Financial Industry
18:34 The Importance of Accountability in Financial Advising
19:01 Understanding Risk and Performance Metrics
26:01 The Cashflow Clock: A New Approach to Financial Planning
29:54 Adapting Financial Advice for Entrepreneurs
32:08 Future Trends in Wealth Management
35:06 How to Connect With Shea
Connect with Shea:
Website: https://stonebriarfinancial.com/
IG: https://www.instagram.com/sheaswenson/
LinkedIn: https://www.linkedin.com/in/sheaswenson/
Join the #1 Community for Service-Based Entrepreneurs
https://www.blackdiamondclub.com
Follow Shawn and Lacey on Social Media:
https://www.instagram.com/drshawndill/
https://www.instagram.com/drlaceybook/
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