Shane Bauman is a financial advisor with 15 years of experience helping clients align their purpose with their wealth. He is based in Franktown, Colorado, and has been married to his wife, Jenny Bauman, for 25 years; they have three grown children. Shane is part of Acumen's momentum team in the Front Range of Colorado and hosts his own podcast, Building the Biz, available on Spotify and Apple Podcasts.
[00:08.5] Introduction to Acumen and Shane Bauman Steve Van Diest opens the episode by describing Acumen's community for growth-minded CEOs and introduces his friend Shane Bauman, a financial advisor who will speak on money, wealth, and wisdom.
[00:59.8] Shane's Background and Family Shane shares his roots in rural Colorado, his 25-year marriage to Jenny, their three grown kids, and his 15 years as a financial advisor.
[01:57.9] Aligning Purpose and Wealth Shane explains his firm's mission of helping clients become good stewards by aligning their purpose with their wealth.
[02:28.0] Defining Moments: Addiction and Vulnerability Shane traces his growth to his relationship with addiction and the liberation of becoming radically honest, using the movie 8 Mile as a metaphor for disarming shame through vulnerability.
[04:29.7] Advocate, Not Vendor Shane explains that clients come to him for authenticity, describing his role as a strategic ally who looks at the full financial picture rather than chasing portfolio returns.
[06:23.0] Unlearning the Shame Around Money Shane shares that the biggest lesson for himself and his clients is releasing the shame of past financial decisions, regardless of income level.
[09:33.7] Sitting With Shame From Past Decisions Steve relates this to a sour investment from years ago, and Shane affirms that clearing shame is the first step for entrepreneurs.
[10:58.8] Building Wealth vs. Building a Life Shane defines true wealth as wellness, or shalom, touching every facet of life rather than just money.
[12:54.6] Winning Financially, Losing Everything Else Shane traces the idea of "winning" financially while losing everything else to a consumerist culture that treats money as the only measure of success.
[14:34.8] Selling the Business, Selling the Shame Steve recalls an Acumen member who felt shame after selling his business and land following a difficult partnership breakup.
[15:02.8] Misreading Proverbs 13:22 Steve and Shane discuss how Proverbs 13:22 is often misused to justify leaving a large financial inheritance, when it's really about righteousness versus wickedness.
[18:29.3] What Wisdom Should You Pass Down? Shane summarizes his best advice for entrepreneurs and families alike: pass down core values while you're still alive, not just assets.
[21:11.4] The Hidden Shame of Receiving an Inheritance Shane reveals that many inheritance recipients feel shame because they didn't personally earn the money, and urges families to talk about it openly and early.
[22:46.9] Staying Sharpened and Challenged Shane talks about his ongoing pursuit of God, his awareness of lingering brokenness, and his need for community accountability.
[24:20.7] Leading With Vulnerability Shane encourages listeners to lean into whatever they're afraid of rather than avoid it.
[25:32.3] Where to Find Shane Bauman Shane shares how to connect with him: risewealth.org, LinkedIn, and his podcast, Building the Biz.
[26:40.1] Closing Thoughts on the Acumen Community Steve thanks Shane and invites listeners across Colorado's Front Range and beyond to check out Acumen at acumenimpact.com.
