We’re excited to join the world of podcasting by launching our own show, the Your Life, Your Money Podcast.
That journey begins today with the first episode publishing across podcast platforms everywhere. The goal is to provide you with an outlet to learn about financial planning and to help you thrive in life, wealth, and retirement. The show will air twice every month and we’ll cover a wide variety of topics, but feel free to reach out and let us know if there’s something specific you want to learn more about.
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Before we get started with any of that, however, let’s lay the foundation for what’s to come. On this debut episode of the show, you’ll learn all about Scott, the business we run, and the goals for the podcast. Scott will tell us about his unique path to career planning, what he does on the weekends, and why family is so important.
We’re excited about this new way to connect with both clients and people just starting their financial journey. Please subscribe wherever you listen and you’ll get the new shows as they are released.
Listen to the entire episode or click on the timestamps below to skip ahead to a particular question.
[1:50] – What does being a financial advisor mean to you?
[3:33] – How do you get into this business?
[6:42] – What does the process look like for our clients?
[8:49] – What do you like most about being an advisor?
[9:40] – One thing to know about Scott
[10:20] – A typical weekend for Scott
[11:10] – What will people learn from the podcast?
[13:00] – The ideal listener for the show
Thanks for checking out this episode. We’ll talk to you again soon.
“Being a financial advisor for me means helping and making a positive impact on the lives of others.”