Lookahead Wealth

In this episode Max Morgan introduces Bo Lions, the newest certified financial planner at Look Ahead Wealth, who shares his journey from a scholarship‑playing soccer student to an analytically‑driven planner passionate about easing clients’ financial stress. Bo explains his core belief that real wealth isn’t just assets on a balance sheet but the freedom to make work optional and control one’s time, and invites listeners to reach out for personalized guidance.