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Season 2

Episode 21: Building Your Financial Security Team

August 27, 2025 30 min

Show Notes

In Episode 21 of "Real Money Pathway," host David Kim closes Season 2 by addressing a crucial but often overlooked aspect of financial recovery: building a professional support team. After initially trying to handle everything alone due to wounded pride, David learned that strategic professional relationships accelerate recovery and prevent costly mistakes. This episode reveals when professional help actually provides value, how to find affordable guidance during financial rebuilding, and strategies for building relationships that grow with your financial situation. David shares his "Professional Support Evaluation" framework and explains how to work with tax professionals, attorneys, insurance agents, and financial planners even on a recovery budget. Listeners will learn to identify their biggest professional guidance needs, leverage community resources and graduated service relationships, and build advisory teams that provide both immediate compliance support and long-term strategic guidance. This season finale demonstrates that building professional relationships isn\'t about admitting weakness - it\'s about leveraging expertise to accelerate financial progress.

Topics Covered

financial advisors professional relationships financial planning team tax professionals financial recovery support advisory services financial guidance professional networking recovery mentorship financial expertise strategic relationships

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