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Braden Warwick from PWL Capital on why a lot of financial advice is really just a sales pitch in disguise, and what an honest financial plan actually looks like. Braden used to study aerospace engineering, and he still thinks that way about money — figure out what you actually want, look at what's working against you, then find the plan that gets you there.
He breaks down the six things a real financial plan should cover, why running a thousand "what if" scenarios beats betting on one prediction, and why his firm built its own AI tools instead of just buying something off the shelf.
Also available on Spotify & Apple Podcasts.