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In this episode, David sits down with Sr. Wealth Manager Nick Homer. They dive into a financial advisor’s journey, from how they began their career and the type of firm they work with to the clients they serve and how they help plan for the future. The discussion contrasts professional financial advising with DIY investing, emphasizing the importance of getting into the market early and understanding that real wealth-building is a slow, steady process. Nick shares insights on investment predictions for 2026, the massive generational transfer of wealth ahead, and strategies for managing RSUs. The episode wraps up with Nick's information for listeners who want to learn more. Learn about wealth management and money management with a seasoned pro, and how this could be a great financial advisor career. Get ready to expand your investment knowledge and improve your personal finance management!