In today's episode, Tom welcomes client Alex Flecker, a senior leader at a Fortune 500 Company, who has a rich background in the military and corporate America. Tom and Alex delve into a variety of topics, including leadership, financial planning, and the importance of continuous learning. Alex's journey, from military service to corporate success, provides valuable lessons that listeners can apply to their own lives. Tune in to hear, from a client perspective, how he thinks about life and finances.
Highlights
01:53 Alex takes a nostalgic trip back to when he and the host worked together in corporate America for over 10 years ago.
03:52 How growing up without a lot of money shaped his career choices and the way he thought about money
07:22 The importance of considering trade-offs between time and money
09:38 The lessons he learned about leadership, collaboration, and executive functioning in the military and how they have been beneficial in his corporate career
15:51 Importance of regular financial check-ins and having a personal balance sheet
23:13 His understanding of diversification has evolved from simply diversifying his S&P investments to include various asset classes like real estate and alternative investments
32:03 The importance of long-term, patient planning and the creation of a solid, resilient financial foundation
Episode Resources
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