After six years and 163 episodes of Creating Wealth, we're turning the page.

This is the episode where we tell you what we're building, why now, and what drove each of us to take this step. Because Finerate came from something we kept seeing and haven't stopped thinking about.

Anastasia has spent years watching the financial planning industry concentrate its resources on high net worth families. But what about the people who are earlier in their journey, who are trying to figure it out, who know they should be doing something with their money, but don't have a clear path to professional guidance? They've largely been left out. Finerate is their answer to that gap.

Bill has spent 45 years in the room for conversations about money that most people never get to have, watching what separates the people who build financial security from those who don't, and wanting to give that knowledge to the people who need it.

Together, we're building Finerate: A financial education community for people who are ready to act. Not just another place to get financial information, but a place to close the gap between knowing and doing.

In this episode:

Why we started Creating Wealth in April 2020 and what six years of conversations with listeners taught us about what people actually need
The gap in the financial planning industry that motivated us to build something new
What Bill has witnessed across four decades of advising that drives his conviction
What Finerate actually is, including what the name means and who it's for
Why this has to be a community and not just content
The one question to ask yourself if you're trying to figure out whether Finerate is for you
How to join from the very beginning and help shape what this becomes

If you've been listening to Creating Wealth and wondering what's next: This is it.

And if you're new here, this is actually a perfect place to start.

Join the Finerate waitlist at getfinerate.com

Finerate is the home of the podcast formerly known as Creating Wealth. Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor. New episodes every other Friday.