Money doesn’t eliminate financial anxiety—it often changes its form. In this episode of the Build It to Billions Podcast, Brett Swarts sits down with Laura Rehbein, Private Wealth Advisor and leader of Impavid Wealth Advisors, to explore the emotional side of wealth and why financial stress can affect individuals and families at every stage of their financial journey. Drawing on decades of experience helping clients navigate complex financial decisions, Laura shares practical insights on building confidence, clarity, and peace of mind in an increasingly uncertain world.
Together, Brett and Laura discuss the mindset shifts required to move from fear to financial empowerment, the importance of aligning wealth with purpose, and the strategies successful individuals use to make informed decisions without being paralyzed by uncertainty. Whether you’re building wealth, preparing for retirement, or managing a significant financial transition, this conversation offers valuable wisdom for creating a healthier relationship with money and a more confident path forward.
Episode Highlights Here:
Brett
Before we jump into this episode, I would invite you to join our community to help you become a better steward, scale to billions, and ultimately give more or all of it away. All I want you to do is to click the subscribe button right now. I love your support, it’s incredible to see your comments, and we’re just getting started. I can’t wait to go on this journey with you. Thank you so much for subscribing. It means the world to me. Welcome to the Build to Billions podcast, where we guide successful entrepreneurs and investors on their journey from millions to billions. We believe the key to scaling and compounding your wealth and life starts every single day with the mindset and practice of stewardship over ownership and applying billionaire biblical principles. Our ultimate goal is to help you scale and compound your wealth and life, so you can give more all the way to help MVPs. My name is Brett Swarts. In every episode, we’re joined by the world’s top entrepreneurs, sometimes wealth advisors, millionaires, or billionaires, where they give us their secrets, their wisdom, and their insight, so we can all level up and make a bigger impact. I’m excited about our next guest. She’s located in the Tampa, Florida area, Tampa, Florida. She’s dedicated to helping individuals and families plan for a more confident financial future. In fact, that’s what we’ve been talking about today, creating a confident financial future. And she works with each of her clients to identify and prioritize their needs and dreams and then build a plan to help them accomplish their goals. And she provides personalized and comprehensive approach to financial planning. In fact, she has a really, really amazing background with she’s a certified financial planner, she has her MBA, she has her CRPC, APMA, and she’s a private wealth advisor at M Public Wealth Advisors, private wealth advisor practice at Ameriprise Financial Services, and so much more. Please welcome this show with me, Laura Rehbein. Laura, how are we doing?
Laura
Great, thanks for having me.
Brett
Absolutely grateful to have you on the show, and for our listeners getting to know you for the first time, maybe just give us a little bit more about your story and your current focus.
Laura
Oh, my story, I have been in the industry, I hate to say it, 31 years, 31 years this fall. I started when I still lived in Naples, Florida, and I’m in Tampa now, and at the time I was looking to build something and build something where I could create a business for myself and accomplish my goals, but I also could help people at that time in the industry, that’s back when people would put seminar ads in the Sunday newspaper, because people actually read like the print newspaper, and looking around, all I saw were middle-aged white men. So I identified a niche. I’m like, there’s a niche for women, and so I found a company that would teach me and grow, and here I am, 31 years later. And so I focus on helping clients bring clarity to their situation and clear up the confusion, because it doesn’t matter how much money you have, people still tend to have anxiety. If you have a million and if you have 5 million, if you have 10 months, people still have anxiety just because your situation grows and becomes more complex with the more money you have and the businesses you own and the real estate you own, etc. etc. Right. And so the anxiety is still there for a lot of people, and so I help people work through that.
Brett
Amazing. Let’s dive right into this, Laura. But before we actually, before we do that. When I’m curious, Laura, growing up, the number one superpower, like, what was the thing that your friends, your family said, Laura, you’re just always naturally good at this. What was that thing? And I’m curious, how you used that gift or that strength to bless people today.
Laura
Wow, that’s a loaded question. I think that truth be told, I grew up in rural Michigan. My mom died when I was 12, and so my mom died, and my dad gave me keys to the car and a checkbook, and I had an account at the corner store to go find groceries when I needed to feed myself. Sowe can delve into the behavioral psychology aspect of that, but we don’t. That’s for some other session, but it becomes sink or swim, so when you’re faced with adversity, have you heard that old acronym fear, face everything and rise, or forget everything and run, face everything and rise. So, if there’s something that is hard for you to overcome in life, or hard for you to address, get help from those around you, or get the resources, or knowledge, or whatever, and so that’s what I try to bring to people.
Brett
Okay, this is great. I love it. I’m so glad I asked that question. So, let’s dive right into the topic, which is basically creating a more confident financial future for all of us today. So, Laura, what’s the number one secret to bringing clarity for families as they’re building out their financial future?
Laura
I two statements to that measure your money against the job it needs to do someday, because I am sure that that job will change over your lifetime. So constantly go back and
measure your money against a job it needs to do and know you. Number, because sometimes people will come in and they’ve accumulated wealth, they’ve spent decades building a business, perhaps working for somebody else, building their net worth, they don’t know their number. How much will it take for them to live monthly, annually?
Brett
So, if you like this little, short clip of the interview I just did, click over here to watch the full interview, and please don’t forget to subscribe. Thanks so much, everybody.
Watch the episode here:
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About Laura Rehbein
Laura Rehbein is a seasoned wealth advisor, Certified Financial Planner™ professional, and Private Wealth Advisor with decades of experience helping individuals, families, and business owners navigate complex financial decisions with confidence. As the founder of Impavid Wealth Advisors, an Ameriprise Financial private wealth advisory practice, Laura specializes in comprehensive financial planning, retirement income strategies, estate planning, succession planning, charitable giving, and wealth preservation for high-net-worth clients.
Known for her thoughtful and client-centered approach, Laura is passionate about helping people reduce financial anxiety and create clarity around their financial future. She works closely with clients to align their wealth with their values, goals, and legacy, empowering them to make informed decisions through every stage of life. Through education, strategic planning, and personalized guidance, Laura helps families build financial confidence and pursue lasting financial freedom.
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