Having a kid changes everything. This episode covers how to approach the financial piece.

DISCLAIMER: Advisory services offered through Triumph Capital Management, a registered investment advisor. Triumph Capital, LLC is an independent agency with insurance offered through the agency.

In this culminating episode, we zoom out to take an all-encompassing view of the journey we've walked together so far. "Summation" is about recognizing that while the financial world can seem vast and complex, the pillars of a strong, meaningful financial life are few—but powerful.

We revisit the core themes: understanding motivation, gaining financial clarity, building automated systems, allocating intentionally, staying grounded during volatility, reconciling present joy with future responsibility, knowing when to delegate, collaborating across disciplines, and embracing constant introspection. These aren’t just lessons—they’re the scaffolding of a thoughtful financial life.

This episode connects the dots and reframes the entire journey as one cohesive philosophy. Because in the end, it's not about chasing more—it's about building enough, on purpose, with purpose.

In this episode I discuss the need to self-audit when it comes to your financial habits, investment allocation, and even your aspirations themselves. We also look at some common fallacies in investing.