Ep 93: The 1% Difference: Why Small Actions Make a Big Financial Impact with Lewis Weil

Oct 29, 2024

Lewis Weil is a former scientist turned entrepreneur and financial planner. With a background in molecular biology and a knack for running diverse business projects, Lewis decided to use his privilege of growing up around financial planners to support marginalized people plan their futures. As the founder of Lewis Weil Co., he brings a fresh and compassionate approach to financial planning. His philosophy centers around empowering people to align their finances with their values and life goals and understands the complex interplay between personal finance and individual well-being. Lewis's commitment to long-term thinking and understanding the societal impacts of financial decisions adds a unique dimension to his expertise, making him a trusted guide for historically excluded groups seeking inclusive and compassionate financial planning strategies. Through his holistic and shame-free approach, Lewis aims to support individuals in navigating the complexities of the financial system and finding financial security while honoring their motivations and purpose.

The key moments in this episode are:

00:04:57 - Compassionate and Shame-Free Financial Planning

00:10:18 - Holistic Approach to Financial Planning

00:14:48 - Building a Financial Legacy

00:15:35 - Identifying Personal Values

00:16:49 - Managing Debt and Saving

00:19:21 - Budgeting for Variable Income

00:28:27 - The Changing Financial Landscape

00:30:00 - Connecting with Lewis

Connect with Lewis Weil

Website: lewisweil.com

LinkedIn: linkedin.com/in/lewisweil