Episode 15 - Zack Swad - A financial advisor built on lessons from his Grandfather!

Meet Zak!

In this conversation, host Zane Stevens interviews Zach Swad, a wealth advisor and founder of Swad Wealth Management. They discuss the role of a wealth advisor, Zach's journey in the financial sector, and the principles of wealth management. Zach emphasizes the importance of a holistic approach to financial planning, considering all aspects of a client's financial life. He also highlights the significance of behavior and psychology in investing and the need for personalized financial strategies.

The conversation explores the challenges of balancing preservation and growth of assets in retirement and the importance of aligning money with one's values and priorities. Zack also highlights the significance of understanding clients' values and goals to create meaningful financial plans.

He shares his own challenges of fi ...