OUR CFP FIRED US!

I was honored to be a guest on The Road to Wealth Podcast hosted by my friend, and former client, Justin Nacpil.

We cover:

  1. My early relationship with money

  2. Entering the Financial Planning Industry

  3. The importance of a financial plan and working with a fiduciary.

  4. And why I ultimately fired Justin and his wife (jokingly!).

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