#1 The Inside Story of Life Centered Planning

In the first episode of "Your Life And Money," hosts Tim Borody and Brad Smith give listeners an inside look into the history of Advice First Wealth. They begin by sharing their own personal stories and experiences in the financial industry, revealing how they came to create their own financial planning firm. Brad shares his journey from working in a trust company in the early 90s to becoming an independent financial advisor in 1998. He explains the limitations of product-focused sales and how he wanted to provide more personalized planning and advice to clients. Tim shares how he came to start the firm and the impact of a tragic event that solidified his belief in the importance of life-centered planning. The hosts also share a powerful story about a former client that highlights the importance of mental health and the role of financial planning in providing a safety net for life's unexpected events. This episode sets the foundation for the podcast's focus on life-centered planning and the importance of aligning financial goals with personal values and priorities.