Welcome to the Financial Freedom and Wealth Trailblazers Podcast! In this episode, we dive into financial guidance and planning.
"My journey into wealth management was shaped by poignant experiences that underscored the importance of proper financial planning. I had grandparents on both my mother's and father's side who did everything they were supposed to do to "live the American dream". They worked hard their entire careers, lived within their means, and saved the rest; all to see most of their savings evaporate on them when their health took a turn for the worse later in life. This ate away at nearly all of their life savings that they were hoping to pass on to their heirs, fortunately, there were plenty of fond, experiential memories that were able to more than compensate for the lack of proper estate planning.
On the other hand, working with affluent families revealed the challenges of managing inherited wealth. Too often, I've seen families ill-prepared to navigate the complexities of wealth transfer, resulting in squandered legacies and lost opportunities. It's this stark contrast between the dreams deferred and the potential unrealized that fuels my passion for wealth management.
I'm committed to breaking the cycle of financial unpreparedness by guiding families in governance, promoting financial literacy, and fostering healthy financial habits. My goal is to empower families to secure their legacies for generations to come."
Connect with Andrew on socials here:
LinkedIn: linkedin.com/in/andrew-van-alstyne/
Facebook: facebook.com/AndrewVanAlstyneMBA
Instagram: instagram.com/andrew_fiduciaryfinancial/
Grab Andrew’s resources here:
https://forfiduciary.com/
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