The Money Knight

Ep 49: What Makes Your Advisor Tick

September 2, 2021

Your advisor will always be available to provide information and data about financial planning, but how much do you actually know about them beyond the financial plan you’re building? On this episode of the podcast, we’ll pull back the curtain a bit and let Wade share what matters most for him in this industry. From his influences to his frustrations, we’ll learn more about Wade today.

 

What we discuss on this episode: 

1:45 – School starting back

3:11 – Who influenced you early in life?

6:40 – What led you to this career?

8:04 – Influences now

9:40 – Frustrations he has within planning

12:27 – Most gratifying part of the job

14:47 – Mailbag question about retirement withdrawals

 

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