SHOW / EPISODE

37. Proverbs 15:22 - The Wisdom of Getting Help

25m | Oct 2, 2026

In this episode, David explores the importance of seeking counsel, humility, and wisdom from Proverbs to avoid pitfalls like pride and isolation, especially in financial and personal decisions.

Scripture Foundation:

Proverbs 15:22 - "Plans fail for lack of counsel…"

Proverbs 12:15 - "The way of fools seems right to them, but the wise listen to advice."

13:10 - Pride leads to conflict; those who take advice are wise.

The Core Lesson: Isolation breeds blind spots. Making high-stakes financial choices—like Social Security timing or tax conversions—in a vacuum or based purely on online headlines often leads to avoidable mistakes.

Real wisdom isn't about knowing everything yourself; it's about surrounding yourself with a coordinated team (tax, legal, income, Medicare) to help your retirement plan actually succeed.


00:00 Introduction to the importance of advice and humility

00:27 Proverbs The value of many advisors

01:05 The potential risks of isolating oneself and seeking wisdom

02:11 The importance of understanding and avoiding pride

03:33 Lessons from public figures' falls from grace

04:50 The roots of pride in the biblical story of Adam and Eve

05:49 The early signs of pride in human nature

07:02 Challenges of helping prideful clients and the importance of humility

09:14 The value of timing and seeking advice at the right moment

12:37 The risks of isolation and the importance of community

13:46 The biblical view of grace and the concept of a fall from grace

20:29 The story of the financial steward and the fall from grace

21:41 The craftiness of the devil and the importance of staying humble

22:23 How Proverbs can guide daily life and decision-making

23:37 Encouragement to seek advice and build humility in life


Google Reviews for David Treece  

https://www.google.com/search?q=clients+excel+reviews


Excel and Retirement Newsletter

https://www.excelinretirement.com


Reach out to David

hello@clientsexcel.com


Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Clients Excel and CreativeOne Wealth are unaffiliated entities. We are not affiliated with or endorsed by any government agency and do not provide tax or legal advice.

Licensed Insurance Professional. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company



Paused
Audio Player Image
Excel in Retirement: Financial Stewardship for Lasting Confidence
Loading...