Beyond The First Million

Most people don't know what a financial advisor actually does, and the industry hasn't made it easy to figure out. In this episode of Beyond the First Million, Gideon Drucker and Jordan Haines break down the financial advisor jargon, buzzwords, and nonsense that confuse high-income earners every day — and replace it with the real questions you should be asking before you hire anyone. They...

Most financial advisors ask about your goals. We think that's only half the conversation. The other half? Your priorities — and knowing the difference could change everything about how you plan your financial future. In this episode, Gideon Drucker and Jordan Haines break down: - Why goals alone aren't enough to build a real financial plan - How to identify your non-negotiables (and why th...

What is a "dangerous amount of money" — and are you making it? If your household earns between $300K and $1M, you're in a unique financial position: comfortable enough day-to-day that planning feels optional, but not wealthy enough to ignore your long-term decisions. That's what we call a dangerous amount of money. In this episode, financial planners Gideon Drucker and Jordan Haines break down: -W...

You’ve built the first million. Now what? Beyond the First Million is a podcast for high earners navigating the decisions that actually shape their financial lives. Not just “what’s the market doing?” or “how should you invest?” We’re talking about the real decisions: ...When is it safe to spend more? ...How should you think about retirement when your life is still evolving? ...What does buying a...