Brad Ledwith is an 8-summer bookman and former DSL. He brings the FUN to the fundamentals of building a successful life. Brad currently runs his own financial wealth management firm and shares with Andres his WHY for the work he loves doing so much. Brad sold in the ‘90s and has some hilarious stories that will have you rolling.
X/Twitter: @bradledwith
IG: @noruleshottips
FB: Ledwith Financial Wealth Management
Book Recommendation:
Poor Charlie’s Almanack by Charlie Munger - https://www.amazon.com/Poor-Charlies-Almanack-Essential-Charles-ebook/dp/B0C5TCGPPS/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1706298323&sr=1-1
If You Are Suddenly Single: A Helpful Guide for Widows On How to Handle Your Finances After the Death of Your Spouse by Brad Ledwith - https://www.amazon.com/If-You-Are-Suddenly-Single-ebook/dp/B093YQHK3Q
Key moment and Chapters:
00:00:00 Start
00:04:00 Leaving Southwestern - Fire or Resign?
00:09:45 Starting a career with Edward Jones
00:12:40 The guilt of being done with work at 5 pm
00:16:10 Dot Com burst and Journaling through the ‘08 crash
00:23:50 Being a Financial Planner
00:28:39 BOOK: If You Are Suddenly Single
00:32:20 Common financial mistakes with people lose a spouse
00:39:38 Working with Clients in Retirement Phase
00:46:30 Writing a Cookbook during the pandemic
00:58:00 Origin of selling with Southwestern
01:11:30 Stories to be proud of
01:22:00 Rapid Fire
01:37:40 The Power of Positive Swear Words