Who Ya Know Show by ClearPath Wealth Strategies

Who Ya Know Show by ClearPath Wealth Strategies Empower your career, business and finance journey w/insights from 'Who Ya Know' by CPW Strategies. We are not licensed in all jurisdictions.

CEO Trevor Houston, President Mark Elder, along with Darnell Johnson, Brittany Hendry, and Peyton Grantham, are Financial Services Professionals offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and New York Life Company. They are also licensed to sell insurance through New York Life Insurance Company and may be licensed with v

arious other independent unaffiliated insurance companies. Trevor Houston | CA Insurance License #4115650 Mark Elder | CA Insurance License | Darnell Johnson AR Insurance License #19479700

Jorge Arteaga is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither ClearPath Wealth Strategies LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. ClearPath Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

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Office: (972) 377-5222
Cell: (214) 585-1934
Email: [email protected]
Website URL: https://www.clearpathwealthstrategies.com

At 65, the real question isn’t just about money anymore.It’s about relevance.Because AI isn’t coming.It’s already here.A...
06/02/2026

At 65, the real question isn’t just about money anymore.

It’s about relevance.

Because AI isn’t coming.

It’s already here.

And it’s rapidly replacing work that is predictable, repeatable, and process-driven.

I shared this recently in features with The Independent, MSN, and , and it’s something I’m seeing play out in real time.

Roles in customer service, administration, even parts of finance and marketing are being reshaped.

Not because people aren’t capable.

But because the work itself is structured.

So the better question becomes:

What can’t AI easily replace?

From what we’re seeing, three areas stand out:

- Roles built on human connection (like nursing)
- Work that requires hands-on adaptability (like skilled trades)
- Situations that demand judgment under pressure (like crisis management)

These aren’t just jobs.

They’re environments where:

- Context matters
- Emotions matter
- Decisions aren’t always predictable

AI can support these roles.

But fully replace them?

That’s a very different conversation.

The takeaway isn’t fear.

It’s awareness.

The future isn’t about competing with AI.

It’s about leaning into the skills that make you human.

Because in a world of automation, human judgment, trust, and adaptability become more valuable, not less.

Read the full story here: https://www.independent.co.uk/us/money/ai-proof-jobs-careers-b2956766.html

At 65, the question isn’t “Do I have enough?”It’s “Where is my money going?”Most retirees don’t have a money problem.The...
05/19/2026

At 65, the question isn’t “Do I have enough?”

It’s “Where is my money going?”

Most retirees don’t have a money problem.

They have a clutter problem.

And it’s subtle.

It doesn’t come from one big mistake. It builds over time.

Subscriptions you forgot about.
A second car you rarely use.
A home that no longer fits your lifestyle.

Individually? Harmless.
Together? Heavy.

I recently shared this perspective in an article featured in GOBankingRates, MSN, Yahoo Finance, Inkl, and AOL.

It’s something I see all the time working with clients approaching or living in retirement.

By the time you reach 65, it’s not just about how much you’ve saved.

It’s about how aligned your spending is with your life today.

Because here’s the truth:

Retirement budgeting shouldn’t feel like a punishment.
It should feel like clarity.

But most people approach it the wrong way.

They ask:
“What should I cut?”

A better question is:

“What actually matters to me now?”

Because at this stage, your money should do three things:

- Protect your health
- Give you freedom
- Help you stay connected to the people you love

Everything else?
Is just noise.

You don’t need a tighter budget.
You need a cleaner, more intentional financial life.

Read the whole article here:
https://lnkd.in/gSYHT7WM

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“How do I know if I’m missing out?”That was the question from a 55-year-old with $90K in their 401(k).It’s a question ma...
04/14/2026

“How do I know if I’m missing out?”

That was the question from a 55-year-old with $90K in their 401(k).

It’s a question many people start asking themselves as retirement gets closer.

I was recently featured in an MSN and MarketWatch article, discussing this exact situation, and my answer might surprise you.

Sometimes the most powerful financial moves are the basic ones people overlook.

Before chasing new strategies or opening new accounts, it’s important to focus on the fundamentals:

- Maximize tax-advantaged accounts (especially catch-up contributions)
- Consolidate accounts to simplify your financial picture
- Increase your savings rate where possible
- Plan early for healthcare and Medicare�- Reduce high-interest debt
�
The article also discussed Health Savings Accounts (HSAs).

I generally like HSAs. They can be incredibly powerful tools for covering healthcare costs in retirement.

But they don’t replace the basics.

For example, if your employer offers a 401(k) match, that’s usually the first priority. It’s essentially an immediate return on your investment.

Retirement planning isn’t about finding one perfect account.

It’s about looking at your entire financial picture and making smart decisions across all of it.

Sometimes the biggest progress comes from getting the fundamentals right.

If you're wondering whether you're missing something in your retirement plan, start there.

Read the full article here: https://www.marketwatch.com/picks/how-do-i-know-if-im-missing-out-im-55-with-90k-in-my-401-k-do-i-need-an-hsa-too-what-else-09c04719

I got featured in GOBankingRates, MSN, AOL, Yahoo Finance and discussing something retirees rarely hear:You’re allowed ...
03/05/2026

I got featured in GOBankingRates, MSN, AOL, Yahoo Finance and discussing something retirees rarely hear:

You’re allowed to enjoy your money.

Retirement has a strange tension.

On one side, people are told to cut back, tighten up, and be cautious.

On the other side, retirement is supposed to be the reward for decades of work.

What I see far too often?

Guilt.

Guilt over small purchases. Guilt over travel.mGuilt over taking a friend to lunch.

But here’s the shift that needs to happen:

Retirement isn’t just about preservation. It’s about purpose and enjoyment.

When I work with retirees, I remind them that little luxuries are often the most meaningful.

A short road trip to visit family. Coffee with an old friend. A midweek getaway when flights and hotels are cheaper.

It’s not always about luxury resorts or cruises.

It’s about memories.
It’s about connection.
It’s about having the freedom to say yes.

Another overlooked luxury? Outsourcing what drains you.

For many retirees, the real win isn’t a five-star experience.

It’s having more time. Less stress.

Freedom from tasks you no longer enjoy.

Paying for lawn care, cleaning, or maintenance isn’t indulgent.

It’s buying back energy.

Of course, this only works with strategy.

Save first. Plan properly. Understand your cash flow.

Then enjoy what remains, without guilt.

Because retirement isn’t about dying with the largest account balance.

It’s about living well with the years you’ve earned.

Money is a tool.

And in retirement, it should create freedom, not fear.

Read more: https://www.gobankingrates.com/retirement/planning/little-luxuries-retirees-can-still-afford-without-guilt/

03/05/2026

A lot of people pray for success,

But refuse to do this one thing.

Take action.

Faith is powerful.

But faith without action is just hope sitting still.

Some people say they trust the process.
They say they believe bigger things are coming.

But then they do nothing.

They wait.
They wish.
They pray.

And they expect the outcome to just appear.

That’s not how it works.

You don’t need to know every step of the journey.

You don’t need the entire blueprint.

But you do need to start moving.

Because the path reveals itself while you’re walking it.

Vision matters too.

If you can see something clearly in your mind…
If you can visualize the life, the impact, the future you want…

That vision becomes fuel.

Visualization builds belief.
Belief creates action.
Action creates results.

But none of it happens without movement.

So yes, have faith.

Trust God.
Trust the vision.
Trust the process.

But remember this:

Faith opens the door.
Work is what walks you through it.

03/04/2026

Before you lead a team, ask yourself this:

Would you follow you?

Real leadership doesn’t start with a title.

It starts with self-leadership.

Before you can inspire a team
Before people trust your direction
Before others want to follow your vision

You have to empower the leader within first.

Because when you lead from:

Confidence instead of doubt
Purpose instead of ego
Clarity instead of control

Something powerful happens.

People stop working for you, and start believing with you.

They want to succeed.
They want to contribute.
They want to grow alongside you.

That’s what great leadership does.

It brings out the best in people.

Even when the company isn’t perfect.
Even when the pressure is high.
Even when challenges show up.

Strong leaders create environments where teams can still win.

And here’s something else many leaders overlook:

Burnout often shows up when you disconnect from the things that fuel you.

The things that give you energy.
The things that refill your cup.

Because leadership isn’t about pushing harder.

It’s about showing up strong enough to lift others too.

So before you try to lead anyone else, ask yourself again:

Would you follow you?

03/03/2026

If you feel guilty resting, read this.

That guilt? It’s not discipline.

It’s burnout wearing a productivity costume.

Somewhere along the way, we normalized exhaustion.

Sleepless nights.
Constant pressure.
Never unplugging.
Feeling bad for working out.
Feeling bad for stepping away.
Feeling bad for choosing yourself.

You start telling yourself:

“This is just my life.”
“This is the season I’m in.”
“This is what success requires.”

So you cope.

You live in restlessness.
You live in survival mode.
You live in tension.

And the scary part? It starts to feel normal.

But here’s the truth:

You are the only you there is.

If you don’t take care of yourself, no one else can do it for you.

Burnout isn’t just about being tired.

It’s about ignoring the quiet voice that keeps saying:

“You’re meant for more.”

More than survival.
More than constant stress.
More than playing small because it feels safe.

At some point, you have to decide:

Is this the life I’m choosing?
Or is this the life I’m tolerating?

Rest is not weakness. It’s maintenance.

And sometimes the most powerful move you can make…
Is stepping back
so you can step forward stronger.

Burnout isn’t always caused by long hours.Sometimes it’s driven by: Fear of failure Fear of criticism Fear of not being ...
03/02/2026

Burnout isn’t always caused by long hours.

Sometimes it’s driven by:

Fear of failure
Fear of criticism
Fear of not being “enough”
Feeling like everything depends on you

In this episode, leadership coach Lauren Schmidt breaks down how hidden beliefs fuel exhaustion and how empowering the leader within changes everything.

If you’re navigating career transition, team leadership, or personal reinvention, this conversation is worth your time.

Listen, share, subscribe: https://open.spotify.com/episode/2ZAr1vvCbJ3WXsvMjzOKJe?si=4c7590dc35184ad9

03/02/2026

Here’s the fastest way to kill your growth:

Take feedback personally.

The moment you turn feedback into an attack…
you stop learning.

Every piece of critique carries two things:

Emotion.
And information.

Most people react to the emotion.

Winners extract the information.

When someone gives you tough feedback, you have a split-second decision to make:

→ “They’re wrong.”
→ “This is unfair.”
→ “They don’t see my effort.”

Or…

→ “What can I improve?”
→ “Where’s the gap?”
→ “How do I level up?”

Same words.
Different mindset.
Different future.

Feedback isn’t a verdict on your worth.

It’s data.

And data is neutral, until your ego gets involved.

The people who rise fastest in their careers don’t avoid criticism.

They mine it.
They adjust.
They sharpen.

They come back stronger.

Growth doesn’t feel like applause.

It feels like friction.

So next time feedback stings…

Pause.
Detach.
Extract the lesson.

Because the moment you stop taking it personally,

You start taking it professionally.

And that’s where transformation begins.

Posting once on LinkedIn and expecting magic?That’s like going to the gym for 8 hours once,And thinking you’ll walk out ...
03/01/2026

Posting once on LinkedIn and expecting magic?
That’s like going to the gym for 8 hours once,
And thinking you’ll walk out with a six-pack.

More than 70% of people fail to show up consistently on LinkedIn.

It’s time to change that.

Building your presence online is key to success.

Start with LinkedIn, but don't stop there.

You can share your content on TikTok, Facebook, and Instagram too.

The first step is consistency.

You need to show up regularly.

If you want to win the lottery, you have to play.

I recommend posting once a day.

Here are five tips to help you stay consistent:

1. Set a clear schedule for your posts.
2. Create a content calendar to plan ahead.
3. Engage with your audience daily.
4. Track your progress and adjust as needed.
5. Celebrate your small wins along the way.

Consistency builds trust and authority.

Keep showing up and watch your network grow.

(Repost for others ♻️)

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