Financial advice is more than money with Sean Birch

When you think about financial advice, what comes to mind? Numbers? Spreadsheets? Maybe superannuation or investments?But the best financial advice goes way beyond the money.In this episode of Money & a Good Life, Steph and Ryan sit down with Sean Birch - Financial Adviser & Director, former accountant, and someone who understands that financial planning is really about people, family, and legacy.Sean (or Birchy, as he's known) has that rare combination of a numbers brain and high emotional intelligence. He's built deep, long-standing relationships with his clients because he understands that advice isn't just about managing assets, it's about protecting what matters most.This conversation explores the emotional, human side of financial advice that most people don't talk about, but where some of the most powerful work happens.What we talk about:How Sean transitioned from accounting to financial adviceWhat he loves about the work and times he's made a real difference"Living legacy" - what it means and how it differs from traditional estate planningReal examples of helping families create living legacies (home ownership, investment education, business mentorship)How to involve children in financial planning in age-appropriate waysSupporting people who inherit and are scared of "getting it wrong"Facilitating delicate conversations between parents and adult children about moneyWhy young adults listen to advisers when they tune out their parentsBuilding trust with the next generation while respecting family dynamicsMaking financial planning relevant for young people (crypto, ethical investing, super)The "sandwich generation" juggling aging parents and childrenAustralia's $3.5 trillion intergenerational wealth transfer over the next 20 yearsPreparing families for gradual wealth transition versus sudden inheritanceMaking money a source of connection, not conflictThe role of adviser as advocate, protector, and trusted third partyIf you've ever wondered what truly excellent financial advice looks like, this conversation will show you it's about so much more than the numbers.Here's to your Good Life. And thanks for listening.You can find us at https://www.tribecafinancial.com.au/   Our guest:  Sean Birch, Senior Adviser & Director Connect with Sean on LinkedIn hereLearn more about Sean hereOur hosts:  Ryan Watson, CEO, Tribeca Financial   Follow Ryan: https://www.linkedin.com/in/r-watson/  Stephanie Coombes, podcast expert and media strategist  Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/     Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.   Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.  Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.