Beyond Financial Literacy: What It Really Means to Be Financially Aware

Certified financial planner Jackie Porter joins Bruce Sellery to make the case for financial awareness, a deeper, more actionable layer of understanding that goes beyond basic literacy. Jackie explains why knowing your cash flow, net worth, and financial blind spots is essential for both risk management and optionality: the freedom to make choices on your own terms. Through real client stories, she illustrates how this awareness can unlock the ability to take a year off, weather an unexpected job loss, or ensure your assets are used exactly the way you intend right up to the end of your life.

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