Send us a text What if the most important part of your financial plan isn’t your portfolio, but your people? We sit down with Ian Freeman—longtime wealth advisor known for leading with compassion—to explore why protection should come first, how listening outperforms pitching, and what it really means to say, “You’re going to be okay.” Ian shares the moment a 9/11 loss reshaped his mission, the philosophy that guides his work, and the unexpected role that gratitude and humility play in buildin...
Show Notes
What if the most important part of your financial plan isn’t your portfolio, but your people? We sit down with Ian Freeman—longtime wealth advisor known for leading with compassion—to explore why protection should come first, how listening outperforms pitching, and what it really means to say, “You’re going to be okay.” Ian shares the moment a 9/11 loss reshaped his mission, the philosophy that guides his work, and the unexpected role that gratitude and humility play in building a plan that holds on the worst day.
Across this conversation, we unpack the gap between information and knowledge—and why neither matters without connection. Ian explains his “protect first, then invest” sequence, covering life insurance, disability coverage, and long-term care before chasing returns, so families can invest for everything that goes right. We talk about technology’s double-edged sword, from deepfakes to financial noise, and walk through simple guardrails that protect attention, decisions, and households. And we go beyond numbers: the influence of Atlas Shrugged as a call to productivity and agency, the wisdom of The Natural, and the grit of grandparents who led with service.
If you’ve ever wondered how to choose a financial advisor you can trust, Ian’s criteria are refreshingly human: find the person you’d want sitting with your family when you can’t. Look for outward arrows—empathy, clarity, and genuine care—backed by a plan that answers your definition of “being okay.” Along the way, Ian opens up about mental health, resilience, and his forthcoming book, Life Beneath The Suit: Madness, Mayhem, and the Meaning I Found in the Mess, a narrative look at the stories behind the work.
Press play for a candid, practical, and heart-forward guide to money, meaning, and legacy. If this conversation helps you breathe easier about your future, share it with someone you love, subscribe for more, and leave a review with the one question you still want answered.
Thanks for listening. Please check out our website at www.forsauk.com to hear great conversations on topics that need to be talked about. In these times of intense polarization we all need to find time to expand our Frame of Reference.
Comments & Upvotes