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BUILDING YOUR LIFE USING THE TOOL WE CALL MONEY

Customized Wealth Strategies for Your Financial Success

With over 30 years of experience managing billions of dollars for major Wall Street firms, we understand that the market is a complex, adaptive system. Let us help you navigate it to achieve your financial goals.

EXPERIENCE YOU CAN TRUST

Decades of Expertise in Financial Management

With 30 years of experience managing billions of dollars for major Wall Street firms, the Guardian Rock Wealth™ team brings a deep understanding of the financial markets. We believe the market is a complex, adaptive system that requires thoughtful, personalized strategies—not one-size-fits-all solutions. Our mission is to empower individuals and families to build a secure financial future with confidence, clarity, and purpose.

SERVICES

Our Expertise, Your Financial Growth

We offer a range of services designed to help you build and protect your wealth, including financial planning, investment coaching, tax strategies, insurance, estate planning, and portfolio management.

BUILD A LIFE, NOT A PORTFOLIO

Transform Your Financial Perspective

Money is more than a goal—it's a tool to build a fulfilling life. In Build a Life, Not a Portfolio, John Browning shares practical lessons from 30 years on Wall Street to help you align your financial plan with your personal values and long-term goals.

What You Will Uncover:

โœ” The true meaning of money and how to use it wisely.
โœ” The Snowflake Theory: Why every financial journey is unique.
โœ” Common mistakes to avoid when building wealth.
โœ” The importance of consistency and trusted guidance.

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Familia joven
Working with Guardian Rock Wealth was a life-changing decision. We didn’t just gain a better understanding of our finances; we learned how to align our investments with our family values. Thanks to the team, we now live with greater peace of mind and confidence about the future.

Anna & Robert M., Austin, TX

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Insights to Empower Your Financial Journey

Explore our latest blog posts for practical tips, expert advice, and market insights to help you make informed financial decisions.

WE'RE HERE TO HELP

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Let's discuss your financial goals and develop a strategy tailored to your needs.

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Ep 245 Rob Burnette: Why Real Wealth Managers Do More Than Just Chase Returns
25:08

Ep 245 Rob Burnette: Why Real Wealth Managers Do More Than Just Chase Returns

On today's episode, Financial expert and #1 Amazon best-selling author John Browning and his co-host Doug Sandler talk about the importance of comprehensive financial planning and wealth management with Rob Burnette, CEO of Outlook Financial Center. They highlight the differences between financial advisory, wealth management, and financial planning, emphasizing the need for proper estate planning and tax preparation. Rob shares a story about a client who struggled with financial management after her husband's death, underscoring the importance of involving family in financial decisions. Both agree that while investment performance is crucial, ensuring financial stability and longevity is paramount. They also discuss the benefits of virtual meetings and the importance of finding the right financial advisor. To get a copy of John's book called, Build a Life, Not (just) a Portfolio or to connect with John, text "LIFE" to 321-421-5213 or visit John's website at www.GuardianRockWealth.com. Connect with Rob Burnette: Website: https://outlookfc.com/ LinkedIn: https://www.linkedin.com/in/robburnette/ Connect with John Browning: Substack: https://substack.com/@buildalifeyoulove LinkedIn: https://www.linkedin.com/in/johnbrowningfinancialsolutions/ John Browning YouTube Channel: https://www.youtube.com/@johnbrowning937/videos Nothing in this communication should be construed as personal advice & past performance is no guarantee of future results. There is a risk of loss associated with investing. No representation or implication is made that any methodology or system will generate profits or ensure freedom from losses. Guardian Rock LLC and its affiliates are fiduciary investment advisors. Please consult with us before making investment decisions and/or attempting to implement the strategies and tactics we discuss in any of our publications. #buildalife #buildalifeyoulove #wealthmanagement #financialplanning #strategicplanning
Ep 244 Unlock the High Life: Amazing Benefits of a Great HOA or Co-Op
29:43

Ep 244 Unlock the High Life: Amazing Benefits of a Great HOA or Co-Op

Host: John Browning, Guardian Rock Wealth, West Palm Beach, Florida Special Guest: Tina Larson of the Folsom Group and author of Living the High Life Episode Summary: The author of Build A Life Not a Portfolio comes together with the author of Living The High Life to talk about how to work with your HOA, CoOp, beneficially through . . . -Understanding -Communication -Analysis -Prudent decision making The quality of life can be improved and often literally millions of dollars can be saved. Connect with Tina: at LinkedIN: https://www.linkedin.com/in/tinalarssonli/ Website thefolsongroup.com/ (Company) Phone 917.648.8151 (Mobile) Email tina@thefolsongroup.com Connect With Guardian Rock Guardian Rock Wealth - West Palm Beach, Florida ๐ŸŒดhttps://www.guardianrockwealth.com/ Don't forget to like, subscribe, and share this episode with someone who could benefit from these insights on mindset and financial freedom! ๐Ÿ‘ #COOP #HOA Recorded Live from Guardian Rock Wealth in West Palm Beach, FL, by John Browning, CEO and best-selling author of the book Build a Life Not Just a Portfolio. Nothing in this communication should be considered personal advice & past performance is no guarantee of future results. There is a risk of loss associated with investing. No representation or implication is made that any methodology or system will generate profits or ensure freedom from losses. Guardian Rock LLC and its affiliates are fiduciary investment advisors. Please consult with us before making investment decisions and/or attempting to implement the strategies and tactics we discuss in any of our publications. #buildalife #buildalifeyoulove #wealthmanagement #financialplanning #strategicplanning #401k #money #finance #financialliteracy #portfolio #401k #retirement #cashflow #socialsecurity #investmentrisk #GuardianRockWealth #johnbrowning #guardianinvestments #florida #floridarealestate
The Mortgage Playbook: Winning Strategies with Eric Rosberg (Ep 243 of the BYL podcast)
39:17

The Mortgage Playbook: Winning Strategies with Eric Rosberg (Ep 243 of the BYL podcast)

In this timely episode, financial expert and #1 Amazon best-selling author John Browning teams up with mortgage strategist Eric Rosberg to break down the housing market's current state and tackle the age-old question: Should you buy or rent right now? You'll get expert perspectives on: โœ… The real story behind rising home prices and interest rates โœ… How to decide if renting or buying is right for your situation โœ… Smart strategies for leveraging home equity โœ… Tips for managing debt effectively in a volatile economy โœ… How real estate fits into a long-term wealth-building plan ๐ŸŽ™๏ธ Whether you're a first-time buyer, a renter weighing options, or an investor looking for insight, this episode is packed with real-world advice you can use right now. Connect with Eric Rosberg: LinkedIn: https://www.linkedin.com/in/eric-rosberg-5298b6240/ Connect with John Browning: Substack: https://substack.com/@buildalifeyoulove LinkedIn: https://www.linkedin.com/in/johnbrowningfinancialsolutions/ John Browning YouTube Channel: https://www.youtube.com/@johnbrowning937/videos Nothing in this communication should be considered personal advice & past performance is no guarantee of future results. There is a risk of loss associated with investing. No representation or implication is made that any methodology or system will generate profits or ensure freedom from losses. Guardian Rock LLC and its affiliates are fiduciary investment advisors. Please consult with us before making investment decisions and/or attempting to implement the strategies and tactics we discuss in any of our publications. #buildalife #buildalifeyoulove #wealthmanagement #financialplanning #strategicplanning #realestateinvesting #mortgagetips
Episode 242: How to Achieve ZERO Taxable Income in Retirement
20:34

Episode 242: How to Achieve ZERO Taxable Income in Retirement

๐ŸŽ™๏ธ How to Achieve ZERO Taxable Income in Retirement | John Browning Explains ๐Ÿ’ฐ In todayโ€™s episode of Build a Life, Not (just) a Portfolio, financial expert and #1 Amazon best-selling author John Browning joins co-host Doug Sandler to explore a powerful and often misunderstood concept: how to legally achieve zero taxable income in retirement. โœ… Can you really retire without paying taxes? Yesโ€”with the right strategies. John dives deep into the importance of proactive tax planning, explaining how tools like Roth IRAs, Roth 401(k)s, and a strong understanding of the tax code can help you grow your wealth tax-free and enjoy a financially secure retirement. ๐Ÿ“˜ Get Johnโ€™s best-selling book, Build a Life, Not (just) a Portfolio ๐Ÿ“ฒ Text "LIFE" to 321-421-5213 ๐ŸŒ Or visit: https://www.GuardianRockWealth.com ๐Ÿ”— Stay connected with John Browning: ๐Ÿ’ฌ Substack: https://substack.com/@buildalifeyoulove ๐Ÿ’ผ LinkedIn: https://www.linkedin.com/in/johnbrowningfinancialsolutions/ ๐Ÿ“บ YouTube Channel: https://www.youtube.com/@johnbrowning937/videos โš ๏ธ Disclaimer: This content is for informational purposes only and should not be construed as personal financial advice. Investing involves risk. Always consult with a qualified advisor before making financial decisions. Guardian Rock LLC is a fiduciary investment advisor. #buildalife #buildalifeyoulove #wealthmanagement #financialplanning #strategicplanning #retirementplanning #RothIRA #taxfreeretirement #taxplanning #johnbrowning #financialfreedom
"The Rules for Buying, Selling & Holding Stocks (No One Tells You!)" Episode 241
21:35
Meet John Browning: Wall Street Expert Helping You Build Wealth & Financial Freedom
01:18

Meet John Browning: Wall Street Expert Helping You Build Wealth & Financial Freedom

๐Ÿ’ฐ Ready to take control of your finances and build a life you love? ๐Ÿ’ฐ Meet John Browning, an Amazon best-selling author and Wall Street veteran with decades of experience in wealth management. As the founder of Guardian Rock Wealth, a boutique fiduciary firm in West Palm Beach, Florida, John is dedicated to helping individuals and families achieve financial freedom through smart, strategic financial planning. On this channel, you'll find expert insights, market updates, and proven strategies to grow your wealth, invest wisely, and make informed financial decisions. Whether you're planning for retirement, investing for the future, or just getting started on your financial journey, our videos will help you navigate the ever-changing market and create a personalized plan for success. ๐Ÿ”น Subscribe now for weekly videos on: โœ… Wealth Management & Investment Strategies โœ… Financial Planning Tips for Every Stage of Life โœ… Secrets from Wall Street to Help You Succeed โœ… How to Build a Life You Loveโ€”Not Just a Portfolio ๐Ÿ“Œ Learn more and start your journey today: ๐Ÿ‘‰ www.guardianrockwealth.com ๐Ÿ”” Don't forget to like, subscribe, and hit the bell icon to stay updated with the latest financial insights! #WealthManagement #FinancialFreedom #FinancialPlanning #JohnBrowning #GuardianRockWealth #Investing #RetirementPlanning #MoneyMatters #WestPalmBeach #buildalifeyoulove
Dollar Cost Averaging: Brilliant, Boring or Both
26:29

Dollar Cost Averaging: Brilliant, Boring or Both

๐ŸŽ™๏ธ New Episode Drop! In this episode, wealth management expert and #1 Amazon best-selling author John Browning joins co-host Doug Sandler to break down ๐Ÿ’ก Dollar Cost Averaging (DCA) โ€” a smart but often overlooked investment strategy! ๐Ÿ“‰ Learn how investing a fixed amount regularly can smooth out market volatility and help you manage risk like a pro. ๐Ÿ’ผ PLUS, John shares his modified DCA strategy using a cash reserve to seize market dips โ€” a true game-changer for your retirement planning and cash flow management! ๐Ÿ’ธ๐Ÿ“ˆ ๐Ÿ‘‰ Want to take control of your financial future? ๐Ÿ“˜ Grab John's book Build a Life, Not (Just) a Portfolio ๐Ÿ“ฒ Text โ€œLIFEโ€ to 321-421-5213 or visit ๐ŸŒ www.GuardianRockWealth.com ๐Ÿ”— Connect with John Browning: ๐Ÿ”น Substack: Build a Life You Love ๐Ÿ”น LinkedIn: @johnbrowningfinancialsolutions ๐Ÿ”น YouTube: @johnbrowning937 โš ๏ธ Disclaimer: This content is for educational purposes only and should not be considered personal financial advice. ๐Ÿ“Š Investing involves risk. Always consult a fiduciary advisor before implementing any investment strategy. ๐Ÿ“Œ Donโ€™t forget to like, subscribe & share for more smart money tips! ๐Ÿ’ฌ๐Ÿ‘‡ #WealthManagement #FinancialPlanning #InvestmentTips #DollarCostAveraging #JohnBrowning #RetirementPlanning #CashFlow #MoneyMatters #WestPalmBeach #FinancePodcast
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