In this episode of the Lifelong Learners Collective, host Ella Kidd speaks with Richard McWhorter, a seasoned wealth management advisor, about navigating the complexities of financial management in today's rapidly changing world. They discuss the impact of technological advancements, generational differences in financial perspectives, and the importance of curiosity and adaptability in wealth management. Richard shares insights on cryptocurrency investing, building multiple income streams, and understanding market dynamics amidst economic uncertainties.

Richard is the Managing Partner at SRM Private Wealth and was recently named to the Forbes 2024 Best-In-State Wealth Advisors List. With over 30 years in the industry, including executive roles at Smith Barney and Merrill Lynch, and $1.8 billion managed for ultra-high-net-worth individuals, athletes, and entertainers, he is a seasoned guide for those facing life’s big transitions. Richard is not just about numbers; he’s passionate about building lasting partnerships, having tough conversations, and helping families align their wealth with their core values.

Perry is a marketing automation specialist who’s been at it since 2002, from launching her first campaigns before most saw value in email, to beta testing HubSpot before it was a household name. Currently the Managing Partner at Duma Marketing, she’s worked with both Fortune 500 giants and rising e-commerce brands, always championing sophisticated automation, clean segmentation, and authentic customer journeys. Her approach blends empathy with rigorous data—the kind of balance your listeners appreciate—and her hands-on methods in CRM, deliverability, and regulatory compliance make her a go-to for complex challenges.

This conversation between Perry and Ella, explores the critical role of marketing automation and AI in processing consumer data and enhancing engagement for businesses, particularly for entrepreneurs and mid-sized companies. It emphasizes the necessity of these tools in creating tailored marketing strategies that resonate with diverse consumer segments.

Learn even more from Perry at www.perrysheraw.com

In this conversation, George Azar discusses the inherent fear surrounding taxes, emphasizing that this fear stems from a lack of understanding. He highlights the complexity of the tax code, which is designed to benefit the ultra wealthy, and the role of lobbying in maintaining this complexity. Azar's insights reveal how the tax system can be intimidating for individuals, particularly those who are not well-versed in its intricacies.