Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

New Planner Podcast

תוכן מסופק על ידי Caleb Brown. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Caleb Brown או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

5M ago 24:57

MP3•בית הפרקים

Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss!

Listen in as Andy talks about his journey from leaving the Marines to embarking on a career in financial planning, as well as the financial adjustments he and his fiancée made to cope with a 50% reduction in pay. You'll learn how he managed the CFP coursework and exam while still on active duty, why he decided against starting his own firm, and how he found his current role.

You can find show notes and more information by clicking here: https://bit.ly/4ax0wNB

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#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner