If you’ve been following Dave Ramsey—Financial Peace University, The Ramsey Show, or just his general financial advice—you already know: Debt is the enemy. Discipline is the path. And whole life insurance is not the way to build wealth.
Two of our advisors, Chris Walsh and Trent Reynolds, are participants in the SmartVestor program. Let me be straight about what that means (and what it doesn’t).
Most financial professionals are incentivized to sell expensive products—whole life policies, annuities with surrender charges, high-fee funds. That’s not us. Because we align with SmartVestor philosophy, you know we’re education-first, sales-never.
