Bringing Humanity Back into Retirement Planning
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Episode 118: On this week’s episode of Next Mile, I sit down with Jason Weaver, Managing Partner of Weaver Consulting Group. With nearly three decades of experience in the financial services industry, Jason leads with a people-first philosophy rooted in mentorship, emotional intelligence, and community.
In this episode, we unpack why financial planning today requires more than performance charts and retirement projections. Jason describes his mentorship-first approach to helping young people break free from the instant gratification of sports gambling and develop healthier, long-term investing habits. By fostering in-person community, accountability partnerships, and meaningful client events, he’s building trust and transformation that lasts beyond market cycles. Their conversation highlights how true advisory work is ultimately about alignment—connecting money with personal values, emotional well-being, and the relationships that support growth across a lifetime.
Key Takeaways
Real financial planning is about people, not products. Numbers and strategies matter, but lasting transformation happens through human connection. Advisors create the most impact when they understand clients’ values, emotions, and identity—not just their balance sheets.
Short-term dopamine behaviors can derail long-term wealth. Sports gambling and similar instant-gratification habits literally retrain the brain. Helping young people shift from betting to investing starts with awareness, accountability, and a supportive community.
In-person relationships build trust that technology cannot replace. Face-to-face conversations, shared experiences, and community events deepen connection and reinforce healthy financial mindsets. Digital tools can support—but never substitute—the human element.
Quotes
“We individualize the planning experience and then educate people to understand the strategies we’ve chosen together to make sure that we can help them have a wonderful life.” ~ Jason Weaver
“People don’t want just a plan. They want alignment between their money, their values, and their well-being.” ~ Jason Weaver
“Invest in yourself first. At the end of the day, your greatest return is yourself.” ~ Jason Weaver
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Kyle Van Pelt