Empire State of Mind

Financial Lessons with Wally, Robert, Drew & Matt

June 20, 2023 Matt Williams
Empire State of Mind
Financial Lessons with Wally, Robert, Drew & Matt
Show Notes

Host: Matt Williams
Guests: Wally Conway, Drew Williams, and Robert


  • The podcast focuses on retirement planning and financial lessons from experienced individuals.
  • Guests include Wally Conway, Robert, and Drew Williams, each with unique stories and strategies for retirement.

Segment 1: Wally Conway's Journey to Rebuilding Wealth

  • Wally Conway shares his story of making millions and subsequently losing it all.
  • Lessons learned from financial setbacks and the importance of resilience.
  • Steps taken by Wally to rebuild his wealth and secure a comfortable retirement.
  • Advice for listeners on how to bounce back from financial difficulties and regain financial stability.

Segment 2: Robert's Experience of Financial Loss and Rebuilding

  • Robert recounts his personal journey of financial success and subsequent loss.
  • Insights into the mistakes made and the impact on his retirement plans.
  • Steps taken by Robert to recover financially and create a solid retirement plan.
  • Lessons learned from the experience and advice for listeners on avoiding common pitfalls.

Segment 3: Drew Williams' Slow and Steady Approach to Retirement Planning

  • Drew Williams discusses his approach to retirement planning, emphasizing slow and steady investment strategies.
  • Insights into the benefits of long-term investment and compounding interest.
  • How Drew managed to secure a large and secure retirement by consistently saving and investing over time.
  • Practical tips for listeners on building a solid retirement fund through disciplined savings and investment practices.

Segment 4: Key Takeaways and Actionable Tips

  • Recap of the guests' stories and their unique paths to retirement.
  • Key takeaways for listeners, including the importance of resilience, learning from mistakes, and adopting a long-term perspective.
  • Actionable tips for retirement planning, such as creating a budget, diversifying investments, and seeking professional advice.
  • Encouragement for listeners to start planning for retirement regardless of their current financial situation.


  • The podcast aims to inspire and educate listeners about retirement planning.
  • Acknowledgment of the diverse approaches to retirement showcased by the guests.
  • Encouragement for listeners to learn from the experiences shared and take proactive steps towards securing their financial future.

Contact IEB -
- web: www.iebcoaching.com
- email: support@iebcoaching
- social: @iebcoaching

Contact Matt -
- email: matt@dciabq.com
- IG: @the.matthew.williams