Ronald Flores on Building Wealth Teams for Business Owners & Navigating Modern Finance with Purpose | Modern Investing Podcast

Message the HostIn this episode, we sit down with Ronald Flores, CEO of Curious Finance, to explore how personalized, team-based financial strategies are reshaping wealth management—especially for business owners and high-achievers navigating today’s fast-changing economy.Ronald shares:Why goal-based planning outperforms one-size-fits-all financial adviceHow business owners can build wealth management teams to handle taxes, insurance, investments, and riskThe growing importance of alternative investments and diversificationHis thoughts on how technology empowers clients while keeping advisors relevantWhy holistic planning is the future of financial freedom and confidence“In modern finance, the smartest thing you can do is build a team—not just chase returns.”This episode is a must-listen for entrepreneurs, executives, and anyone ready to move beyond reactive investing and into proactive financial leadership.About Ronald Flores:Ronald Flores is the Founder and CEO of Curious Finance, a modern financial advisory firm that specializes in comprehensive wealth planning for business owners and high-net-worth individuals. With a deep background in financial services, Ronald focuses on building integrated teams around clients—combining expertise in investments, insurance, tax strategy, and tech-enabled tools.A strong advocate for client empowerment, Ronald believes the future of finance lies in personalization, transparency, and systems that evolve with the complexity of people’s lives. He helps clients design not just portfolios—but financial ecosystems that reflect their goals, values, and legacy.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com