What if the secret to building wealth has less to do with how much you earn and more to do with giving every dollar a purpose? In this episode, Jim Williams shares his unexpected journey from Spanish teacher, farrier, and CrossFit gym owner to financial advisor and CEO of Core Stone Asset Management. He discusses common misconceptions about financial advisors, why wealth-building is not just for the ultra-wealthy, and how automating savings can help create long-term financial habits. Jim also explores the pros and cons of the DIY investing approach and explains why professional guidance can help people better understand risk, strategy, and retirement planning.

Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser.