In this episode of Compound Growth, Wheeler and Colin welcome a familiar face who’s usually behind the scenes—Tori Rothwell. From coordinating client outreach and marketing to keeping the team running smoothly, Tori wears many hats. Today, she steps up to the mic to share her story, her perspective on money, and what drives her both personally and professionally.

The conversation starts with a wild insurance sales story before shifting into Tori’s upbringing, earliest money memories, and how her family taught her lessons about responsibility without ever making money the centerpiece of life. She reflects on saving habits, working from a young age, navigating college loans, and what it feels like to handle large financial transactions for clients after growing up with a very different perspective.

Tori also dives into the Gen Z outlook on money, work, and happiness—why experiences sometimes outweigh retirement savings, how she balances living in the present with preparing for the future, and why flexibility matters more to her generation than the traditional “white picket fence” life plan. It’s an honest, refreshing conversation that sheds light on a different way of thinking about financial growth.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims