Building Wealth with Purpose: Retirement Planning, Resilience & Financial Freedom with Daniel Prevett

On this episode of Spilling the Title Tea, Ashley sits down with Daniel Prevett, Vice President of Investments at Stirlingshire, to discuss the importance of financial planning, retirement preparation, and building a secure future.

Daniel shares his unique journey from college athletics and coaching basketball to becoming a financial advisor, along with the deeply personal experiences that shaped his perspective—including navigating major health challenges with both of his daughters while launching a business and rebuilding life back in Kentucky.

Together, Ashley and Daniel explore common financial planning mistakes, why it’s never too early to start investing, how retirement planning changes over time, and why having a trusted financial advisor can provide both guidance and peace of mind. Whether you’re just starting your career, running your own business, or approaching retirement, this episode offers practical advice to help you plan with confidence and live intentionally.

Highlights

Daniel shares his journey from college basketball coach to Vice President of Investments at Stirlingshire and why he ultimately returned to the financial industry.
The emotional story behind moving back to Kentucky after his premature daughter’s medical challenges and the importance of having family close during difficult seasons.
How overcoming multiple family health crises strengthened Daniel’s resilience and shaped the way he serves his clients today.
What a financial advisor actually does—from retirement planning and investment management to estate planning and creating reliable retirement income.
How to determine whether your retirement savings will last and why financial planning is about both numbers and quality of life.
Daniel explains why many retirees actually struggle more with spending their savings than saving it after years of financial discipline.
The biggest financial planning mistakes people make, including waiting too long to start and trying to manage everything on their own.
Why working with a financial advisor provides more than investment advice—it offers organization, accountability, and peace of mind for you and your family.
Practical advice for young professionals and entrepreneurs on building wealth early through consistent investing and developing strong financial habits.
Daniel shares why finding mentors, learning from established organizations, and focusing on your strengths can accelerate both your career and your financial future.