Episode 82
Risk, Fiduciary Duty, and the 15 Pillars of Financial Freedom - 07/18/2026
July 18th, 2026
52 mins 50 secs
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About this Episode
John Berkley and Sheena Hanson share 15 essential pillars for financial freedom. They dive deep into risk management, exploring five levels of tolerance to ensure consistent long-term strategies. Sheena explains the legal importance of the fiduciary standard and demonstrates how strategic "householding" maximizes tax efficiency by intelligently placing assets across different account types to improve overall financial outcomes.