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Why Traditional Financial Advice Is Failing Modern Families
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Most families are doing everything they were told to do…
save diligently, invest consistently, avoid risk and yet financial stress, confusion, and insecurity keep growing.
So what’s broken?
In this episode of The Modern Insurance Agent Podcast, we sit down with Rebecca Irey, Founder & CEO of Blue Skye Financial, to unpack why traditional financial advice is failing modern families and what actually works instead.
Rebecca challenges outdated Wall Street thinking and explains why financial planning can no longer live in silos. Insurance, tax strategy, retirement planning, and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.