Chuck Donalies's guest appearances

Chuck Donalies

XYPN Radio

Wine and Dime

Heather Townsend

Joe Messinger

Chris Dale

Raquel Hinman

Scott MacKillop

Amy Irvine

Ryan Frailich

Linden Cornett

Breanna Reish

Nannette Kamien

Inga Chira

Brittney Castro

Ryan Inman

Cynthia Meyer

Michael Anderson

OwlTail

We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space, but while pursuing his MBA, he was drawn to financial planning. Shortly after graduating, Chuck changed careers by taking a position at a fee-only RIA—what he describes as the perfect entry point into this space. In today's episode, Chuck details his six-year journey developing the skills and tools needed to run an RIA while pursuing his CFP designation. As a self-described introvert, Chuck has leaned into a community of like-minded financial advisors with the belief that the more willing you are to put yourself out there, the more you'll get back in return.   Through his journey, Chuck felt the itch to go out on his own—to serve clients he wanted, on his terms—which led to his decision to open up his own RIA. Launching a firm provided Chuck the flexibility to focus on his priorities—spending time with family and staying mentally and physically healthy—and to ramp up his firm now that his kids are getting older. Whether you're an introvert wondering if you can create a path in financial planning or a career changer looking to make the switch, this episode has something for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/255   

We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space, but while pursuing his MBA, he was drawn to financial planning. Shortly after graduating, Chuck changed careers by taking a position at a fee-only RIA—what he describes as the perfect entry point into this space. In today's episode, Chuck details his six-year journey developing the skills and tools needed to run an RIA while pursuing his CFP designation. As a self-described introvert, Chuck has leaned into a community of like-minded financial advisors with the belief that the more willing you are to put yourself out there, the more you'll get back in return. Through his journey, Chuck felt the itch to go out on his own—to serve clients he wanted, on his terms—which led to his decision to open up his own RIA. Launching a firm provided Chuck the flexibility to focus on his priorities—spending time with family and staying mentally and physically healthy—and to ramp up his firm now that his kids are getting older. Whether you're an introvert wondering if you can create a path in financial planning or a career changer looking to make the switch, this episode has something for you. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/255" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/255</a>

Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

In this episode of Wine and Dime, I chat with the owner of Donalies Financial Planning, LLC, Chuck Donalies. We talk about his path to becoming a financial planner, his love of exercise, his family, and of course, our favorite wines. We take time to talk about his recent trip to China with his oldest daughter and some of the impressions that they came away with. It truly was a fascinating conversation that I’m sure you will enjoy. So pop open a bottle of your favorite wine and enjoy the episode!

In this episode of Wine and Dime, I chat with the owner of <a href="http://www.donaliesfp.com/" rel="nofollow" target="_blank">Donalies Financial Planning, LLC</a>, Chuck Donalies. We talk about his path to becoming a financial planner, his love of exercise, his family, and of course, our favorite wines. We take time to talk about his recent trip to China with his oldest daughter and some of the impressions that they came away with. It truly was a fascinating conversation that I’m sure you will enjoy. So pop open a bottle of your favorite wine and enjoy the episode!

Wine and Dime Episode 33 - In the Land of China with Chuck Donalies