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.
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: jason@securawm.com
Website: https://www.securawm.com/team/jason-stone