22 - "Hey Bill - When Did You Become the Hippie Financial Planner?"
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I don't know if I entirely agree with this assessment, but it's definitely the most entertaining piece of feedback I've gotten about this podcast so far. But, I kind of see where this listener is coming from! In this episode, we discuss how I've made the shift from a type A, numbers-driven financial analyst to a financial planner that emphasizes building your own criteria for success rather than "just" trying to maximize the numbers. 
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Some good news and some bad news in this week's episode: The bad news: We will be pausing production of this podcast until the fall. The good news: You'll just have to tune into the episode to learn why! We'll be back with new episodes in the fall. In the meantime, the best way to keep in...
Published 04/29/21
Published 04/29/21