Description

From humble beginnings to managing fortunes, Ali Swart and Samantha Spitzer Sheetz of Waldron Private Wealth join Dan and Andrew to unravel the financial journeys that led them to the pinnacle of wealth management.

Ali and Samantha share their unique financial literacy and stewardship paths, discussing how their personal backgrounds have shaped their professional journeys. They describe how they make an impact beyond their firm by creating a podcast called Wealth Simplified to spread financial knowledge to the masses. They emphasize the importance of staying up-to-date with industry trends, including reading the Wall Street Journal, attending conferences, listening to podcasts, and reading blogs like Andrew Kitsis'. 

Whether climbing the corporate ladder or looking to master your family's finances, Allie's and Sam's stories will inspire you to redefine Wealth and success!

[00:00 - 07:48] Opening Segment

• How Ali Swart and Samantha Spitzer Sheetz got into finance and wealth management

[07:49 - 14:20] Staying Up to Date on Industry and Market Trends

• The Wealth Simplified podcast was created to provide financial advice and solutions to those who cannot afford it
• It covers debt management, cash flow, retirement savings, caring for aging parents, etc.
• The importance of staying up to date with the current trends

[14:21 - 22:11] Financial Literacy and Education: The Key to Success for the Next Generation

• Ben Carlson and Michael Batnick's Animal Spirits podcast is an excellent source of market commentary
• Setting up education savings funds for young family members is a great way to start them off
• Teaching kids the value of work and Money is important

[22:12 - 28:14] Money Isn't Always the Solution

• Money is not always the solution to stress; it can even be a source of stress if not managed well
• Communication is vital when it comes to money decisions, especially in relationships
• It's essential to work with professionals and build a team of experts to help manage finances
• Holistic financial planning requires a group of at least three people: CFP, CPA, and estate planning attorney

[28:15 - 36:42] Closing Segment

• Get to know Samantha and Ali through the lightning round!
• Connect with them through the links below

Quotes:

"I wanted to be able to help families avoid some of the arguments that I heard my parents have." - Ali Swart

"It's not what you make. It's what you keep." - Samantha Spitzer Sheetz

"Money is earned by doing something. It's not just given to you." - Ali Swart

Connect with Samantha and Ali!

Samantha's LinkedIn: https://www.linkedin.com/in/samanthasheetzcfp/ 

Ali's LinkedIn: https://www.linkedin.com/in/ali-swart-cfp%C2%AE-mba-9065271a/ 

Website: https://www.waldronprivatewealth.com 

Podcast: https://offer.waldronprivatewealth.com/wealth-simplified 

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