Wealth Building in Uncertain Times With Rich Schuette

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2d ago 36:57

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Rich Schuette is the Founder and CEO of Avalan Wealth Management, a firm based in Santa Barbara that specializes in personalized financial, business, and investment planning for entrepreneurs and affluent individuals. Rich brings over 25 years of experience in the financial industry and is known for his relationship-first, truth-over-tact approach to advising. He also hosts The Road Already Traveled podcast, where he explores the entrepreneurial journeys of his peers and shares practical financial insights.

In this episode…

Many entrepreneurs build their wealth through grit, innovation, and risk-taking, only to risk losing it due to poor financial decisions or advisors who won’t tell them the hard truths. Without trustworthy guidance, even the most successful business owners can see their fortunes dwindle — sometimes within a generation. So, how do you ensure your hard-earned wealth lasts?

Rich Schuette shares how personal experiences, especially his grandfather’s financial journey, influenced his approach to wealth advising. Rich explains why standing firm in the face of wealthy, strong-willed clients is essential, even if it costs you business. From avoiding trendy investments to building a resilient, value-aligned firm, Rich offers actionable strategies that blend empathy, accountability, and expert financial planning.

Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Rich Schuette, Founder and CEO of Avalan Wealth Management, about how to build and protect entrepreneurial wealth with integrity. Rich shares lessons from his grandfather’s investing mistakes, explains why emotional intelligence is key in financial advising, and discusses how to combat investment fads and misinformation.

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