Harold Wenger | Smart Money Circle Podcast

In this insightful Smart Money Circle episode, host Adam Sarhan interviews Harold Wenger Jr., who shares his 40+ year journey in the financial services industry. Harold discusses the evolution of his career from transactional sales to a comprehensive financial planning practice, emphasizing the central role of personalized, detailed planning in helping clients manage risk and achieve long-term goals. He highlights key risk management strategies, common investor mistakes, and the importance of remaining invested during volatile markets. Beyond finance, Harold shares timeless lessons on integrity, leadership, and the value of honest communication in both personal and professional relationships. His core advice: “Start with a solid financial plan and build from there.”