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Ronald Flores on Building Wealth Teams for Business Owners & Navigating Modern Finance with Purpose | Modern Investing Podcast
Manage episode 418811406 series 3550401
Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode, we sit down with Ronald Flores, CEO of Curious Finance, to explore how personalized, team-based financial strategies are reshaping wealth management—especially for business owners and high-achievers navigating today’s fast-changing economy.
Ronald shares:
- Why goal-based planning outperforms one-size-fits-all financial advice
- How business owners can build wealth management teams to handle taxes, insurance, investments, and risk
- The growing importance of alternative investments and diversification
- His thoughts on how technology empowers clients while keeping advisors relevant
- Why holistic planning is the future of financial freedom and confidence
“In modern finance, the smartest thing you can do is build a team—not just chase returns.”
This episode is a must-listen for entrepreneurs, executives, and anyone ready to move beyond reactive investing and into proactive financial leadership.
About Ronald Flores:
Ronald Flores is the Founder and CEO of Curious Finance, a modern financial advisory firm that specializes in comprehensive wealth planning for business owners and high-net-worth individuals. With a deep background in financial services, Ronald focuses on building integrated teams around clients—combining expertise in investments, insurance, tax strategy, and tech-enabled tools.
A strong advocate for client empowerment, Ronald believes the future of finance lies in personalization, transparency, and systems that evolve with the complexity of people’s lives. He helps clients design not just portfolios—but financial ecosystems that reflect their goals, values, and legacy.
Click Here to Check Out Our Upcoming Online
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About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com
62 episodes
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Manage episode 418811406 series 3550401
Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode, we sit down with Ronald Flores, CEO of Curious Finance, to explore how personalized, team-based financial strategies are reshaping wealth management—especially for business owners and high-achievers navigating today’s fast-changing economy.
Ronald shares:
- Why goal-based planning outperforms one-size-fits-all financial advice
- How business owners can build wealth management teams to handle taxes, insurance, investments, and risk
- The growing importance of alternative investments and diversification
- His thoughts on how technology empowers clients while keeping advisors relevant
- Why holistic planning is the future of financial freedom and confidence
“In modern finance, the smartest thing you can do is build a team—not just chase returns.”
This episode is a must-listen for entrepreneurs, executives, and anyone ready to move beyond reactive investing and into proactive financial leadership.
About Ronald Flores:
Ronald Flores is the Founder and CEO of Curious Finance, a modern financial advisory firm that specializes in comprehensive wealth planning for business owners and high-net-worth individuals. With a deep background in financial services, Ronald focuses on building integrated teams around clients—combining expertise in investments, insurance, tax strategy, and tech-enabled tools.
A strong advocate for client empowerment, Ronald believes the future of finance lies in personalization, transparency, and systems that evolve with the complexity of people’s lives. He helps clients design not just portfolios—but financial ecosystems that reflect their goals, values, and legacy.
Click Here to Check Out Our Upcoming Online
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About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
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To learn more, visit www.sidepocket.com
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Similar to Modern Investing Podcast
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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