Joe Lombardi’s Powerful Truth About Money, Mistakes, and Mastery

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What if everything you thought you were doing “right” with your money was actually setting you up to lose? In this gripping and gut-punching episode, Steve Ramona welcomes Joe Lombardi, a man whose wisdom about wealth is born not just from strategy, but from soul. Joe is a financial strategist with a servant’s heart who reveals how most people make all the right moves for all the wrong reasons—buying term life, maxing out 401ks, blindly following accountants—without truly understanding the long-term costs.

Joe doesn’t just talk finance. He walks us through heartbreakingly real moments—clients discovering they owe $500,000 in taxes they didn’t expect, families crushed by rising long-term care costs, and the quiet devastation of doing “what they were told” only to end up broke. But Joe offers something rare: clarity, compassion, and a deeply strategic path forward rooted in education and long-term security. He tells the unforgettable story of a Harley-Davidson dealer who turned $250k into $2.7 million in 13 months—not by luck, but by leveraging liquid, tax-free tools most never hear about.

And Joe’s legacy isn’t just financial. As a former football coach and a descendant of Vince Lombardi, he believes in grit, principle, and accountability. His controversial decision to deny participation trophies to a little league team cost him his position, but it taught a lesson more valuable than any win: real success must be earned.

Whether you’re a business owner, a parent, or simply someone trying to do better with your money, this episode will challenge your thinking, stir your heart, and empower your next steps.

P.S. Don’t just listen and forget—reach out to Joe for his free books and start building a financial plan that protects your future self. The cost of waiting could be everything.

Guest Bio:
Joe Lombardi is a nationally recognized financial strategist who leads with bold truth and quiet integrity. With over 1,600 clients served and more than a billion dollars in rollovers guided, Joe has built a reputation for helping people protect, grow, and truly understand their money. His mission is rooted in education, not ego—ensuring every client makes empowered decisions, not reactive ones. A former football coach, devoted husband and father of three, and proud descendant of Vince Lombardi, Joe lives by the values he teaches: discipline, service, and legacy.

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https://epicimpact.ai/

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