Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we’re shining a light on one of life’s biggest transitions: preparing—personally and financially—for starting a family. I’m thrilled to be joined by Cody Niedermeier, who brings both professional and personal insights to the table. Not only has Cody been a trusted …
Welcome back to Don’t Retire… Graduate! In today’s heartfelt and illuminating episode, we take a closer look at one of the most challenging—and often overlooked—topics in financial planning: preparing for the loss of a loved one, managing estates, and navigating the complexities of family and finances, especially in blended families. My guest is Katie George, …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re taking you behind the scenes of the financial planning profession with our recurring segment, Diary of a Financial Advisor. I’m excited to welcome back Andrew Harrell—a second-time guest and a perfect example of what it looks like to excel and give back in the financial …
Welcome back to Don’t Retire… Graduate! On today’s episode, we’re digging into the evolving world of content creation, self-directed IRAs, and the power of pivoting careers—especially when your passions and professional path take an unexpected but rewarding turn. I’m excited to introduce my guest, Jasmine Trocchia, former Marketing Manager for American IRA. Her journey …
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m delighted to bring you another entry in our “Diary of a Financial Advisor” segment, where we dive deep into the journeys, motivations, and unique perspectives of professionals in the financial planning world. Today, my guest is Kobe Bolanos, an Investment Operations Associate turned Financial …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of values-driven finance and social impact investing—a topic that blends doing well financially with doing good in the world. I’m joined in the studio by Karyn Polak, founder and Chief Activator of Shift the Prism. Karyn is a lawyer by …
Welcome back to Don’t Retire… Graduate! Today’s episode takes you behind the scenes of the financial planning world with an in-depth look at what it means to be a financial advisor dedicated to serving clients’ best interests—sometimes from out of the spotlight. I’m joined by Beth Nori, a talented and detail-oriented CFP practitioner from BFG, …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of real estate investing, with a special focus on multifamily properties. Joining us is Veena Jetti, founding partner of VIVE Funds, a commercial real estate firm known for curating conservative investment opportunities. Veena’s expertise in driving corporate strategy and leveraging cutting-edge …
Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we dive into the journey of a dedicated financial professional who rose from humble beginnings to making impactful strides in the financial services industry. Joining us on the podcast is Shakirrah Clarke Gunther, a Client Service Associate at BFG Financial Advisors. …
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m excited to dive deep into the world of real estate with our special guest, Nick Aufenkamp. Nick is a real estate agent who’s embarked on a unique path, teaching homebuyers how to navigate the buying process without a buyer’s agent, aiming to save them significant …
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