In this episode of The Business Game, hosts Steve Plummer and Lisa DeAngelis sit down with Steven Woods, founder and CEO of Stirlingshire, to unpack how the financial system really works and why many everyday investors feel left behind.
Steven shares his journey from Kansas City to Wall Street, walking away from a lucrative advisory career with no safety net, and the hard lessons he learned along the way, including what it’s like to lose seven figures in a single day. He explains why much of modern finance is unnecessarily complex, how incentives inside large firms shape investor outcomes, and why transparency and alignment matter more than ever.
The conversation also explores Steven’s simple “grocery store” analogy for understanding the stock market, why people often underestimate how much money they’ll need in the future, and how technology and AI are changing the role of financial advisors - making them more effective rather than obsolete.
Whether you’re a founder, advisor, or someone trying to build more confidence around money and investing, this episode offers a grounded, honest perspective from inside the industry.
You’ll hear about:
Connect with Steven Woods - Stirlingshire:
LinkedIn: https://www.linkedin.com/in/stirlingshireinvestments/
Website: https://www.stirlingshire.com/
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This episode is for educational purposes only and does not constitute financial advice.
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