Episode 271: The Financial Blind Spots Holding You Back

Making more money doesn't automatically create wealth. The real difference comes from knowing how to keep it, plan for it, and use it to build the future you actually want. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Rebecca Irey, Founder of Blue Skye Financial and Certified Financial Fiduciary®, who shares how her personal experiences with financial uncertainty shaped her mission to help women and families become more confident and informed about money. She explains why financial planning should be based on real-life circumstances rather than ideal scenarios, how proactive tax planning can change future outcomes, and why retirement planning should address potential tax increases well before required minimum distributions begin. Rebecca also discusses building a virtual family office by coordinating financial, tax, and legal professionals and emphasizes the importance of trusting yourself to take an active role in your financial future. Key Takeaways: → Financial planning should focus on the person and their goals rather than the amount of money in their account. → Building a strong financial foundation requires planning beyond simply paying off debt and maintaining an emergency fund. → Financial blind spots can include assuming there will always be more time to address important financial decisions. → Women can benefit from becoming more confident and actively involved in managing their financial futures. → Earning more money does not necessarily create wealth if spending continues to rise with income. Rebecca Irey is the founder of Blue Skye Financial and a Certified Financial Fiduciary® dedicated to empowering women to make smarter, more intentional decisions about their money. She specializes in retirement and life design, tax-efficient wealth strategies, and helping women and families move from financial uncertainty to confidence and action. Connect With Rebecca: Website: https://blueskyefinancial.com/ Facebook: https://www.facebook.com/blueskyefinancial/ X: https://x.com/blueskyewealth