Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere
Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere
Joel Cavaliere is a Financial Advisor at Blue Heron Capital based out of Denver, CO, and he joins the show today to disc... Read more
11 Aug 2023
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29mins
Ep #144: A Path to Starting Your Own Firm at 26 with Matt Garasic
Ep #144: A Path to Starting Your Own Firm at 26 with Matt Garasic
Matt Garasic is the Founder of Unrivaled Wealth Management based out of Pittsburgh, PA, and he joins the show today to d... Read more
4 Aug 2023
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26mins
Ep #143: Finding a Non-AUM firm to Join with Dawn Torres-Gale
Ep #143: Finding a Non-AUM firm to Join with Dawn Torres-Gale
Dawn Torres-Gale is a Client Services Manager at Compass Planning Associates based out of Westport, MA, and she joins th... Read more
28 Jul 2023
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24mins
Ep #142: Nanny to CFP in 3 years with Taylor Cole
Ep #142: Nanny to CFP in 3 years with Taylor Cole
Taylor Cole is a Client Analyst at LFM Wealth Management based out of Chapel Hill, NC. She joins the show today to discu... Read more
21 Jul 2023
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25mins
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Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love
Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love
Taylor Love is a Financial Advisor at Elevant Wealth based out of Twin Falls, ID. He joins the show today to discuss his... Read more
14 Jul 2023
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24mins
Ep #140: Student to Lead Planner in 3 years with Andrew Fincher
Ep #140: Student to Lead Planner in 3 years with Andrew Fincher
Andrew Fincher is a Financial Advisor at VLP Financial Advisors based out of Vienna, VA, and he joins the show today to ... Read more
7 Jul 2023
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28mins
Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo
Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo
Alex Carracedo is the Founder of Envision Retirement based out of Phoenix, and he joins the show today to share his stor... Read more
30 Jun 2023
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30mins
Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale
Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale
Nathan Gale is the Founder of Fleur De Lis Financial, and he joins the show today to share his story of transitioning in... Read more
23 Jun 2023
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26mins
Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars
Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars
Taylor Demars is a financial planner with Mars Financial Group based out of Washington, and he joins the show today to s... Read more
16 Jun 2023
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31mins
Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero
Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero
Alli Masoero is the Founder of Money Conscious, and she joins the show today to share her career path, starting from fir... Read more
9 Jun 2023
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29mins
