In this episode of The Real Build, I sat down with Dan Pascone, founder of Tailored Wealth, a wealth management firm that’s changing the game when it comes to client-focused financial planning.Dan’s approach is all about coaching over selling, helping people live better lives by aligning their money with their values and long-term goals. Tailored Wealth operates 100% virtually, giving clients personalized guidance with zero fluff and total transparency.We covered:Why the best financial advisors act like coaches, not salespeopleHow to tell if your financial planner is truly working in your best interestThe exact process Dan uses when building a custom financial planWhat happens when markets go bad — and how real planners prepare youHow financial advisors actually make money (and what you should ask them upfront)Why your goals + your data should drive every investment decisionWhat a true wealth partner looks like — and how to find oneIf you’re building a business, a future, or just want to stop guessing with your money, this episode is loaded with straight-up value. Dan breaks it all down in a way that’s easy to understand and impossible to ignore.Guest Info: Dan PasconeWebsite: ⁠https://yourtailoredwealth.com/https://posts.makingsenseofyourmoney.com/authors/9e3ba770-e300-494d-ad96-1e9c435c6120Instagram:⁠ https://www.linkedin.com/in/danpascone/Host Info:CONNECT WITH ME ON SOCIAL MEDIA:▶︎ YOUTUBE | ⁠⁠⁠⁠https://www.youtube.com/channel/UCxAdSxHN0dIXZPhA-6p1HYA ⁠⁠⁠⁠▶︎ INSTAGRAM | ⁠⁠⁠⁠https://www.instagram.com/imbillreiman⁠⁠⁠⁠▶︎FACEBOOK| ⁠⁠⁠⁠https://www.facebook.com/billy.reiman ⁠⁠⁠⁠▶︎ LINKEDIN | ⁠⁠⁠⁠https://www.linkedin.com/in/bill-reim...⁠⁠⁠⁠▶︎ TWITTER | ⁠⁠⁠⁠https://twitter.com/ImBillReiman⁠⁠⁠⁠▶︎ WEBSITE | ⁠⁠⁠⁠https://www.rkreiman.com

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