In this episode of The Book Club, Ruth Klein sits down with Billie Miles, founder and CEO of Miles Financial Group, to explore wealth, retirement, family, faith, and building a meaningful legacy.
With more than 20 years of experience in financial services, Billie specializes in holistic integrated fiduciary planning, helping families transition from building wealth to confidently living off their wealth in retirement.
Billie shares insights from his professional journey and discusses the philosophy behind his book, Peace of Mind for the Miles Ahead. He explains why financial planning should go beyond numbers and investments to consider a person's goals, values, family, and vision for the future.
The conversation also explores the three values that have guided Billie throughout his life and career: faith, family, and education. Raised in a deeply faith centered family, Billie discusses how his upbringing shaped his approach to leadership, service, and business.
Ruth and Billie also discuss building a family business and working alongside multiple generations of family members at Miles Financial Group. From his siblings to his nephews, family plays an important role in the company's culture and long term vision.
Billie also reflects on fatherhood, legacy, and the lessons passed down to him by his parents, including the importance of education, responsibility, and creating opportunities for the next generation.
This episode offers a thoughtful conversation about financial freedom, purposeful living, family legacy, and finding peace not only through financial preparation, but through the values that shape how we live.