In a down market, most people panic or chase hype. Chad Shaw started his career at the end of ’08/early ’09—in the teeth of a recession—and built a repeatable system that still wins: save first (automate), invest consistently, and ignore the casino. We tear down the “get-rich-quick” trap (the Vegas effect), the behavioral biases that blow up portfolios, and why clarity + discipline beat product picking and hot tips. Chad also shares how a recent strategic merger doubled his operation, plus the daily habits (morning routine, decision rules, faith, community) that keep him steady when markets swing.
What you’ll learn
A simple save-first, automate system you can set up in one afternoon
How to invest through downturns (no market-timing, no hero trades)
The biggest behavioral finance traps—and how to avoid them
A practical morning routine for sharper money decisions
How to align money with purpose (faith, family, community) so you stick to the plan
When a merger/partnership actually makes sense for growth
About Chad ShawFinancial advisor and entrepreneur (16+ years). Launched in the 2008–09 recession; recently merged his team to double operations.
Who this episode is forBuilders who want lasting wealth without gambling, hype, or burnout.
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Keywords: wealth building, recession investing, behavioral finance, save first, automation, long-term investing, compounding, purpose, faith, morning routine, strategic merger, financial advisor, Chad Shaw