In this episode of Experts Unleashed, I sit down with Rashonner Lillie, founding partner of Reveal Wealth Strategies and one of a small group of financial advisors in the country approved by the NFLPA to work with current and former NFL players. Rashonner has been advising clients for 21 years, across three offices in Houston, Dallas, and Atlanta, with a team of eight advisors. She didn't arrive here through a textbook career path — she watched both of her parents get sick and pass away in their 50s, and saw firsthand the estate planning mistakes, missing life insurance policies, and beneficiary errors that families face when they haven't planned properly. That experience became the engine of her practice. We get into why AI will never be able to replace a financial advisor who knows your subjective life variables — your mom moving in, your credit card debt, your vacation home dreams. We talk about the tax changes from the Big Beautiful Bill and what they mean for your retirement. We go inside the life insurance story she has never forgotten — a client in her 30s who wanted to cancel her policy and passed away at 38-39 with a young child who is now protected. And we talk about the hardest conversation she ever had to have with a family that was draining every cent they owned caring for an aging parent.

YOU'LL DISCOVER:

➡️ Estate Planning Lessons [05:35]

➡️ Athletes vs Everyone [11:12]

➡️ AI Advisor Myth [13:49]

➡️ Questions Clients Miss [18:00]

➡️ Team Based Planning Value [27:57]

...And much more!

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