53. Shaun Williams Sailed the World and Came Back With a New View of Wealth episode artwork

EPISODE · Mar 10, 2026 · 34 MIN

53. Shaun Williams Sailed the World and Came Back With a New View of Wealth

from Knowing Me, Knowing You · host Marla Sofer

Shaun Williams started his career in one of the fastest environments in finance, trading options on the Chicago Board of Options Exchange. Then he did something a little off script for someone in that world: he stepped away from the trading floor and went out to see the world, eventually reaching all seven continents…without flying!His travel changed his beliefs about money. He paid attention to people, their stories, and the different ways they define a good life.Marla and Shaun talk about the trading floor, the trip that took him across the globe, and how his unique experiences shaped the way he works with families today. You won’t want to miss this conversation about values, financial planning, and building a fast-growing advisory business.Connect with us! Shaun Williams on LinkedIn - https://www.linkedin.com/in/shaunwilliams25/Paragon Capital Management - https://www.paragoncapitalco.com/Marla Sofer on LinkedIn - https://www.linkedin.com/in/marlasofer/Knomee - https://knomee.com/

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Shaun Williams started his career in one of the fastest environments in finance, trading options on the Chicago Board of Options Exchange. Then he did something a little off script for someone in that world: he stepped away from the trading floor and went out to see the world, eventually reaching all seven continents…without flying! His travel changed his beliefs about money. He paid attention to people, their stories, and the different ways they define a good life. Marla and Shaun talk about...

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53. Shaun Williams Sailed the World and Came Back With a New View of Wealth

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