EPISODE · Feb 25, 2026 · 23 MIN
FINANCIAL PLANNING: How to pick the right planner
from The Happy Money Podcast – Financial Wellness & Money Mindset · host Barbaro 360, LLC
Jason Stone is a financial advisor at Secura Wealth Management, specializing in helping individuals and families create personalized financial strategies. Get in touch with Jason: Email: [email protected] Website: https://www.securawm.com/team/jason-stone Personal finance, Relationships, Faith, Health & Wellness - it’s all overwhelming and there’s no clear map to guide you. 🗺️ But what if there was? Visit our website to start your transformation. Your journey to a fuller, more vibrant life is just a click away: https://barbaro360.com/ Join our free Skool community and connect with a fast-growing network of like-minded individuals: https://www.skool.com/barbaro360 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
In this episode, Gino Barbaro and Jason Stone break down the essentials of financial planning, from values-based strategies to understanding client priorities and avoiding common financial mistakes. They also discuss how to define success, manage risk, and build a resilient financial plan for the long term. If you’re looking to take control of your finances, this conversation will give you actionable insights and frameworks to think smarter about money.
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FINANCIAL PLANNING: How to pick the right planner
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