Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Your Wealth Playbook, Kerrod Holland, and Jared Dorans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Wealth Playbook, Kerrod Holland, and Jared Dorans 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.
Player FM - Podcast App
Go offline with the Player FM app!

This Advice Cost Our Client Over $1 Million

10:04
 
Share
 

Manage episode 504007615 series 3656575
Content provided by Your Wealth Playbook, Kerrod Holland, and Jared Dorans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Wealth Playbook, Kerrod Holland, and Jared Dorans 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.

Book your FREE call with Jared 👉 https://calendly.com/crownpropertyfinance/application?month=2025-08

Website: https://www.crownpropertyfinance.com.au/

Book your FREE call with Kerrod 👉https://calendly.com/kerrod-tenexwealth/15-minute-discovery-call?month=2025-08

Website: https://tenexwealth.com.au/

VISIT OUR WEBSITE 👇

Website: https://yourwealthplaybook.com.au/

.

.

.

Bad advice can cost you more than money, it can cost you your future. In this episode of Your Wealth Playbook, Kerrod and Jared open up about two of the worst client situations they’ve ever seen. From loans structured the wrong way to a business owner who looked unstoppable until everything unraveled, these stories are a brutal reminder of how quickly wealth can vanish when the foundations aren’t right.

If you’ve ever wondered what the real risks of poor planning are, or how to avoid making the same mistakes, this is an episode that you cannot afford to skip.

------ Contents of this video ---------------------------------------

00:00: Intro

00:17: Jared’s Biggest Client Horror Story

03:55: Kerrod’s Biggest Client Horror Story

08:07: Outro

.

.

FOLLOW US 👇👇

Follow Your Wealth Playbook:

Instagram: https://www.instagram.com/yourwealthplaybook/

TikTok: https://www.tiktok.com/@yourwealthplaybook

YouTube: https://www.youtube.com/@YourWealthPlaybook

Follow Kerrod:

Instagram: https://www.instagram.com/kerrodholland/

LinkedIn: https://www.linkedin.com/in/kerrod-holland-76696b133/

YouTube: https://www.youtube.com/@TenexWealth

Follow Jared:

Instagram: https://www.instagram.com/crownpropertyfinance/

LinkedIn: https://www.linkedin.com/in/jared-dorans-a959313b/

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 504007615 series 3656575
Content provided by Your Wealth Playbook, Kerrod Holland, and Jared Dorans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Wealth Playbook, Kerrod Holland, and Jared Dorans 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.

Book your FREE call with Jared 👉 https://calendly.com/crownpropertyfinance/application?month=2025-08

Website: https://www.crownpropertyfinance.com.au/

Book your FREE call with Kerrod 👉https://calendly.com/kerrod-tenexwealth/15-minute-discovery-call?month=2025-08

Website: https://tenexwealth.com.au/

VISIT OUR WEBSITE 👇

Website: https://yourwealthplaybook.com.au/

.

.

.

Bad advice can cost you more than money, it can cost you your future. In this episode of Your Wealth Playbook, Kerrod and Jared open up about two of the worst client situations they’ve ever seen. From loans structured the wrong way to a business owner who looked unstoppable until everything unraveled, these stories are a brutal reminder of how quickly wealth can vanish when the foundations aren’t right.

If you’ve ever wondered what the real risks of poor planning are, or how to avoid making the same mistakes, this is an episode that you cannot afford to skip.

------ Contents of this video ---------------------------------------

00:00: Intro

00:17: Jared’s Biggest Client Horror Story

03:55: Kerrod’s Biggest Client Horror Story

08:07: Outro

.

.

FOLLOW US 👇👇

Follow Your Wealth Playbook:

Instagram: https://www.instagram.com/yourwealthplaybook/

TikTok: https://www.tiktok.com/@yourwealthplaybook

YouTube: https://www.youtube.com/@YourWealthPlaybook

Follow Kerrod:

Instagram: https://www.instagram.com/kerrodholland/

LinkedIn: https://www.linkedin.com/in/kerrod-holland-76696b133/

YouTube: https://www.youtube.com/@TenexWealth

Follow Jared:

Instagram: https://www.instagram.com/crownpropertyfinance/

LinkedIn: https://www.linkedin.com/in/jared-dorans-a959313b/

  continue reading

31 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play