Aug 25, 2023
Nicky Amore is a financial planner with Falcon Wealth Planning based out of Chicago, IL. She joins the show today to chat about her unique journey into the financial planning industry, including how early life challenges, like injuries and time in a wheelchair, shaped her perspective. If you have had setbacks and need a...
Aug 18, 2023
Mark Hansen is the owner of Second Comma, a virtual advisor firm for 6-figure single-income households. He joins the show today to share his path into the financial planning profession, from a high-paying steady job to starting over at zero. If you are nervous about leaving the comfort and stability of corporate America...
Aug 11, 2023
Joel Cavaliere is a Financial Advisor at Blue Heron Capital based out of Denver, CO, and he joins the show today to discuss his path to becoming a financial planner. He also highlights his transition within the industry, revealing how he navigates the challenges of working with an older clientele and confronting ageism....
Aug 4, 2023
Matt Garasic is the Founder of Unrivaled Wealth Management based out of Pittsburgh, PA, and he joins the show today to discuss how he found his way to financial planning—despite thinking it was only insurance sales. If you feel stuck and need someone to take a chance on you, even if you might not have the level of...