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235. Building Wealth With Purpose, Clarity, And The Truth About Financial Planning - With Dan Pascone Owner Tailored Wealth

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Manage episode 482895151 series 3156882
Content provided by Bill Reiman | @ImBillReiman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Reiman | @ImBillReiman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Real Build, I sat down with Dan Pascone, founder of Tailored Wealth, a wealth management firm that’s changing the game when it comes to client-focused financial planning.

Dan’s approach is all about coaching over selling, helping people live better lives by aligning their money with their values and long-term goals. Tailored Wealth operates 100% virtually, giving clients personalized guidance with zero fluff and total transparency.

We covered:

  • Why the best financial advisors act like coaches, not salespeople

  • How to tell if your financial planner is truly working in your best interest

  • The exact process Dan uses when building a custom financial plan

  • What happens when markets go bad — and how real planners prepare you

  • How financial advisors actually make money (and what you should ask them upfront)

  • Why your goals + your data should drive every investment decision

  • What a true wealth partner looks like — and how to find one

If you’re building a business, a future, or just want to stop guessing with your money, this episode is loaded with straight-up value. Dan breaks it all down in a way that’s easy to understand and impossible to ignore.

Guest Info: Dan Pascone

Website: ⁠https://yourtailoredwealth.com/

https://posts.makingsenseofyourmoney.com/authors/9e3ba770-e300-494d-ad96-1e9c435c6120

Instagram:⁠ https://www.linkedin.com/in/danpascone/

Host Info:

CONNECT WITH ME ON SOCIAL MEDIA:

▶︎ YOUTUBE | ⁠⁠⁠⁠https://www.youtube.com/channel/UCxAdSxHN0dIXZPhA-6p1HYA ⁠⁠⁠⁠

▶︎ INSTAGRAM | ⁠⁠⁠⁠https://www.instagram.com/imbillreiman⁠⁠⁠⁠

▶︎FACEBOOK| ⁠⁠⁠⁠https://www.facebook.com/billy.reiman ⁠⁠⁠⁠

▶︎ LINKEDIN | ⁠⁠⁠⁠https://www.linkedin.com/in/bill-reim...⁠⁠⁠⁠

▶︎ TWITTER | ⁠⁠⁠⁠https://twitter.com/ImBillReiman⁠⁠⁠⁠

▶︎ WEBSITE | ⁠⁠⁠⁠https://www.rkreiman.com

  continue reading

238 episodes

Artwork
iconShare
 
Manage episode 482895151 series 3156882
Content provided by Bill Reiman | @ImBillReiman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Reiman | @ImBillReiman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Real Build, I sat down with Dan Pascone, founder of Tailored Wealth, a wealth management firm that’s changing the game when it comes to client-focused financial planning.

Dan’s approach is all about coaching over selling, helping people live better lives by aligning their money with their values and long-term goals. Tailored Wealth operates 100% virtually, giving clients personalized guidance with zero fluff and total transparency.

We covered:

  • Why the best financial advisors act like coaches, not salespeople

  • How to tell if your financial planner is truly working in your best interest

  • The exact process Dan uses when building a custom financial plan

  • What happens when markets go bad — and how real planners prepare you

  • How financial advisors actually make money (and what you should ask them upfront)

  • Why your goals + your data should drive every investment decision

  • What a true wealth partner looks like — and how to find one

If you’re building a business, a future, or just want to stop guessing with your money, this episode is loaded with straight-up value. Dan breaks it all down in a way that’s easy to understand and impossible to ignore.

Guest Info: Dan Pascone

Website: ⁠https://yourtailoredwealth.com/

https://posts.makingsenseofyourmoney.com/authors/9e3ba770-e300-494d-ad96-1e9c435c6120

Instagram:⁠ https://www.linkedin.com/in/danpascone/

Host Info:

CONNECT WITH ME ON SOCIAL MEDIA:

▶︎ YOUTUBE | ⁠⁠⁠⁠https://www.youtube.com/channel/UCxAdSxHN0dIXZPhA-6p1HYA ⁠⁠⁠⁠

▶︎ INSTAGRAM | ⁠⁠⁠⁠https://www.instagram.com/imbillreiman⁠⁠⁠⁠

▶︎FACEBOOK| ⁠⁠⁠⁠https://www.facebook.com/billy.reiman ⁠⁠⁠⁠

▶︎ LINKEDIN | ⁠⁠⁠⁠https://www.linkedin.com/in/bill-reim...⁠⁠⁠⁠

▶︎ TWITTER | ⁠⁠⁠⁠https://twitter.com/ImBillReiman⁠⁠⁠⁠

▶︎ WEBSITE | ⁠⁠⁠⁠https://www.rkreiman.com

  continue reading

238 episodes

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