Ready to unlock financial freedom? In this episode of the Sell That SAS podcast, I talk with Max Pashman, a certified financial planner with over a decade of experience helping sales leaders, content creators, and small business owners take control of their financial futures. Max breaks into expert tips on managing money, avoiding lifestyle creep, saving on taxes, and planning for long-term success. Whether you're in tech sales, content creation, or running your own business, these actionable insights will help you build wealth and set yourself up for success.We discuss everything from maximizing your savings rate to the importance of time in the market, plus common financial mistakes to avoid in your 20s and 30s. Max also shares how modern tools like LinkedIn transformed his career and allowed him to create a client-focused, holistic approach to financial planning. If you're looking to grow your income, save smarter, and achieve your goals, this episode is packed with value.Don’t miss out on this relatable, practical advice for creating a secure financial future! 🙌 #saas #techsales #sdr #ae #financialfreedom #entrepreneurship #sidehustle #contentcreation #moneytipsCHAPTERS:00:00 - Intro03:18 - The Power of LinkedIn for Networking09:14 - What Makes Max Unique as a Financial Advisor10:40 - Strategies for Getting Introduced to Influential People13:41 - Common Mistakes in Your Late 20s and Early 30s17:31 - Importance of Time in the Market for Investments24:05 - Understanding Lifestyle Creep and Its Impact28:26 - Strategies to Address and Manage Lifestyle Creep30:57 - Reasons Why People Avoid Investing34:38 - Feeling Like Life Happens Too Fast: Insights38:19 - The Real Cost of College Education39:08 - 3 Legal Tax Savings Strategies for Small Business Owners42:10 - Essential Financial Advice for People in Their 20s44:06 - Top Financial Mistakes to Avoid in Your 20s and 30s47:54 - How to Connect with Max Pashman49:28 - The Importance of Financial Freedom49:40 - Closing Remarks

Ver todos los episodios