FINANCIAL PLANNING: how to pick the Right Planner - with 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 ~~~~~~~~~ In this episode, Gino Barbera sits down with Jason Stone to discuss the foundations of effective financial planning. They explore the importance of building a values-based strategy, understanding what success truly looks like, and identifying the key information clients should prepare when working with a financial advisor. They also cover common mistakes that can derail financial goals, how to think about risk, and practical ways to manage uncertainty while staying aligned with long-term objectives. If you're looking to strengthen your financial strategy and make more intentional decisions with your money, this conversation offers practical insights you can apply right away. About the Guest – Jason Stone is a financial advisor at Secura Wealth Management, helping individuals and families design personalized financial plans aligned with their values and long-term goals. For financial advisory services or to connect directly: Email: [email protected] Website: https://www.securawm.com/team/jason-stone #wealthbuilding #legacybuilding #financialwellness #moneymindset #personalfinance #moneycoaching #businessconsulting