Dr. Jean, The Results Queen® and her special guest, Daniel Axelrod, a financial advisor, discuss finances and goals. Dr. Jean and Daniel share the importance of understanding clients’ personal relationships with money, often shaped by their upbringing and values. They discuss exercises he uses to help clients identify their financial mindsets and align their goals. Dan emphasizes the need for realistic expectations when selling a business, advising early engagement with professionals to plan an efficient exit strategy. He also explains his firm’s sophisticated wealth forecasting system, which models different scenarios to determine clients’ core capital needs and surplus funds for other priorities. They explore how personal and family backgrounds influence financial decision-making. The episode provides actionable steps for listeners to reflect on their values and engage with financial advisors to create a tailored plan for their long-term goals.

Find Daniel here:

Website: www.bernstein.com

Email: daniel.axelrod@bernstein.com

LinkedIn: https://www.linkedin.com/in/daniel-axelrod-cfp%C2%AE-cdfa%C2%AE-248a9a44/