Ready to unlock financial freedom? In this episode of the Sell That SAS podcast, I talk with Max Pashman, a certified financial planner with over a decade of experience helping sales leaders, content creators, and small business owners take control of their financial futures. Max breaks into expert tips on managing money, avoiding lifestyle creep, saving on taxes, and planning for long-term success. Whether you're in tech sales, content creation, or running your own business, these actionable insights will help you build wealth and set yourself up for success.

We discuss everything from maximizing your savings rate to the importance of time in the market, plus common financial mistakes to avoid in your 20s and 30s. Max also shares how modern tools like LinkedIn transformed his career and allowed him to create a client-focused, holistic approach to financial planning. If you're looking to grow your income, save smarter, and achieve your goals, this episode is packed with value.

Don’t miss out on this relatable, practical advice for creating a secure financial future! 🙌

#saas #techsales #sdr #ae #financialfreedom #entrepreneurship #sidehustle #contentcreation #moneytips

CHAPTERS:

00:00 - Intro

03:18 - The Power of LinkedIn for Networking

09:14 - What Makes Max Unique as a Financial Advisor

10:40 - Strategies for Getting Introduced to Influential People

13:41 - Common Mistakes in Your Late 20s and Early 30s

17:31 - Importance of Time in the Market for Investments

24:05 - Understanding Lifestyle Creep and Its Impact

28:26 - Strategies to Address and Manage Lifestyle Creep

30:57 - Reasons Why People Avoid Investing

34:38 - Feeling Like Life Happens Too Fast: Insights

38:19 - The Real Cost of College Education

39:08 - 3 Legal Tax Savings Strategies for Small Business Owners

42:10 - Essential Financial Advice for People in Their 20s

44:06 - Top Financial Mistakes to Avoid in Your 20s and 30s

47:54 - How to Connect with Max Pashman

49:28 - The Importance of Financial Freedom

49:40 - Closing Remarks