114: John Pavelka on The Power of WHY — Aligning Your Wealth with What Actually Matters

A client came in with statements from more than ten different financial institutions. Her parents had passed away within six months of each other. The paperwork took nearly a year to sort through — and she later told John she never had the proper time to grieve because she was so buried in the chaos they left behind. That story drives everything about how John Pavelka runs his practice. After nearly 30 years in financial services, John has built a model around one question most advisors never...