On today's episode, financial expert and #1 Amazon best-selling author John Browning and his co-host Doug Sandler talk about the importance of comprehensive financial planning and wealth management with Rob Burnette, CEO of Outlook Financial Center. They highlight the differences between financial advisory, wealth management, and financial planning, emphasizing the need for proper estate planning and tax preparation. Rob shares a story about a client who struggled with financial management after her husband's death, underscoring the importance of involving family in financial decisions. Both agree that while investment performance is crucial, ensuring financial stability and longevity is paramount. They also discuss the benefits of virtual meetings and the importance of finding the right financial advisor. To get a copy of John's book called Build a Life, Not (just) a Portfolio, or to connect with John, text "LIFE" to 321-421-5213 or visit John's website at www.GuardianRockWealth.com.

Connect with Rob Burnette:

Website: https://outlookfc.com/

LinkedIn: https://www.linkedin.com/in/robburnette/

Connect with John Browning:

Substack: https://substack.com/@buildalifeyoulove

LinkedIn: https://www.linkedin.com/in/johnbrowningfinancialsolutions/

John Browning YouTube Channel:

https://www.youtube.com/@johnbrowning937/videos

Nothing in this communication should be construed as personal advice & past performance is no guarantee of future results. There is a risk of loss associated with investing. No representation or implication is made that any methodology or system will generate profits or ensure freedom from losses. Guardian Rock LLC and its affiliates are fiduciary investment advisors. Please consult with us before making investment decisions and/or attempting to implement the strategies and tactics we discuss in any of our publications. #buildalife #buildalifeyoulove #wealthmanagement #financialplanning #strategicplanning