In this episode of Experts Unleashed, I sit down with Sam Vande Weerd, managing partner and wealth advisor at Carson Wealth in Pella, Iowa, to dig into what financial planning actually looks like when it's done right. We talk about why 80% of what Sam does has nothing to do with money, his Ten-Ten-Eighty framework that he's never seen fail, the question most advisors never ask — "who do you want your money to bless?" — and why dying with the most money doesn't make you the winner. Sam also shares two client stories that completely redefine what a financial plan really is, including one that had a client coming up to him in tears at Christmas. Plus we get into needs, wants, and wishes, long-term care as a love letter to your children, and why there is only one way to retire — but multiple ways for your kids to pay for college.

YOU'LL DISCOVER:

➡️ Early Money Habits [04:18]

➡️ Retirement Mindset Shift [09:48]

➡️ Behavioral Coaching Edge [14:58]

➡️ Comprehensive Planning Funnel [26:03]

➡️ Discovery Questions That Matter [30:25]

...And much more!

WATCH INTERVIEW:

TRANSCRIPT: