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Episode 122: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with financial advisor and accountant Dave Scott for a thoughtful conversation about the habits, mindset, and life experiences that shaped his financial journey. Dave shares how growing up in a structured military household, running a 150‑client paper route in fifth grade, and navigating early financial missteps ultimately led him to a career he now considers his dream job.

Dave opens up about raising two sons through the University of Michigan engineering program, why he believes kids benefit from having “skin in the game,” and how even small, consistent contributions toward education savings can build long‑term confidence. He also highlights the overlooked estate documents families should have in place before a child heads off to college.

Jennifer and Dave explore the psychology of money, the importance of communication within couples, and why understanding cash flow, not just budgeting, is the true foundation of financial clarity.

Guest: Dave Scott

https://www.linkedin.com/in/david-scott-cfp%C2%AE-636b8a38/

Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.