Why Lifelong Learning is Essential for Financial Success

June 19, 2025

What’s the secret to long-term financial success? In life, if you’re not growing and improving, you risk falling behind and the same is true for your financial growth. In this episode, Rob explains why lifelong learning is a critical part of his own growth as an advisor and something he wants to pass on to his clients.

From mastermind groups to children’s books and intergenerational conversations, Rob reveals how a learning mindset transforms financial decision-making at every stage of life. Rob also shares how education can be used as a tool for clarity and confidence, whether it’s teaching teenagers about compound interest or working with retirees to better understand estate strategies. Hopefully today’s conversation pushes you to stay curious, ask better questions, and never stop learning.

Here’s what we discuss in this episode:

🌍 Why your advisor’s education matters more than you think

🧠 Mastermind groups, expert circles, and next-level insights

👨‍👩‍👧‍👦 Teaching financial wisdom across generations

🚀 Practical ways to grow your financial literacy right now

0:00 – Intro

1:16 – Prioritizing Learning as an Advisor

2:54 – Learning From the Best & How Clients Benefit

6:05 – Family Involvement

7:26 – Rob’s Favorite Teaching Tools

9:20 – How to Improve Your Financial Literacy