What does it really take to build wealth that lasts? It starts with mastering the fundamentals.

Using a football analogy to break down the path to financial success, David explains how everyone—regardless of where they start—can move the ball forward. David Flores Wilson is a Certified Exit Planning Advisor (CEPA), financial planner, and founder of a New York-based advisory firm that supports entrepreneurs, business owners, and families in crafting and executing personalized financial strategies. With over 25 years in the financial services industry, David breaks down the five essential pillars of financial literacy—and how applying them can significantly increase your net worth over time.

David shares practical strategies for saving, investing, managing debt, protecting assets, and minimizing taxes—whether you’re at the beginning of your financial journey or preparing to exit a successful business. He also covers various investment strategies, the significance of real estate, and the advantages of personalized giving. David elaborates on exit planning for business owners, aligning their financial activities with their values and long-term goals. 

Key Takeaways:

• 5:03   Why financial literacy is the true foundation of wealth 

• 4:45 How to determine the right time to work with a financial planner 

• 5:09 Real-life applications of the 5 pillars: save, invest, protect, manage debt, and reduce taxes

• 8:22 What stocks, real estate, and entrepreneurship have in common—and how to choose your path

• 15:46 The strategic value of philanthropic giving and impact investing 

• 19:12 What business owners need to know about exit planning 

📌 Whether you’re managing your first paycheck or preparing to sell your business, this episode is packed with the knowledge you need to build wealth with intention.

Connect with David:

• Email Address: DWilson@SincerusAdv.com

• Website: https://www.planningtowealth.com/

• Linkedin: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/

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• Contact Number: 843-619-3005

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• Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

• Website:⁠ https://www.exitstrategiesradioshow.com⁠

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