Episode 44: Fearless Finance for High-Net-Worth Clients: Planning Beyond Investments
Most people obsess over hot stock tips — but what if true financial peace came from planning for what really matters? This episode challenges conventional thinking and offers a new lens on wealth, risk, and legacy.
In this episode of Sterling Insights, Roger sits down with Laura Rehbein, Private Wealth Advisor and Founder of Impavid Wealth Advisors. Together, they explore how to bring clarity and confidence to high-net-worth financial planning, sharing valuable insights and practical tips for listeners. Laura draws from her 30 years of experience to discuss emotional blind spots, legacy…
The skinny
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