About Brian Herriot: Brian Herriot is an independent financial advisor for entrepreneurs and mid-career consultants and the founder of Herriot Financial. With a background in engineering and business, Brian’s journey took a transformative turn after a mid-life wake-up call that led him to redefine wealth, not just in terms of numbers, but in terms of meaning and autonomy. Today, he champions the concept of “meaningful freedom,” helping his clients craft customized lifestyle plans that prioritize time, purpose, and flexibility. Brian blends strategy and storytelling to guide others toward a balanced life that works for them, not the other way around.
Key Takeaways:
- Meaningful freedom is about the autonomy to work when, where, and how you want, not necessarily quitting work altogether.
- Your money personality—whether you’re a saver, a maker, or a minimizer—can influence how you reach your time and financial goals.
- Adding flexible income to your retirement planning drastically shortens the timeline to freedom.
- You can start your journey with simple steps like taking the first Friday of every month off to experience “mini-sabbaticals.”
"I call this thing finding your one thing. And so it's usually around a combination of what you love, what's so high value, and what will still maintain your time freedom." - Brian Herriot Connect with Brian Herriot: Email: brian@herriotconsulting.com Social Media Links: LinkedIn:
https://www.linkedin.com/in/brianherriot/ Linktr.ee:
https://linktr.ee/herriot Get a free copy of Shawn’s book “The Priority of Retirement” here-
https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:
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Brian Herriot is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Herriot Financial is not affiliated with Retire Wise LLC. or AEWM.
The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees...
