career transition

Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden

Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning career, this episode is for you! Listen in as Amanda shares what sparked her interest in financial planning and why she decided to change her ...

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Feb28

Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge

Conner Kolodge is the President of Cherry Tree Wealth Management, and he joins the show today to share his career journey to help more people and have a bigger impact. If you're interested in transitioning from accounting to financial planning, advancing quickly in your career, or understanding the balance between financial planning and investment management, this episode is for you! Listen in as Conner shares how his career path took him from finance to accounting, and a job at a Big Four ...

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May24

Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider

Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field. Listen in as Bryan discusses juggling a rigorous schedule, including enrolling in a CFP Certificate program while working for the basketball team and managing a full course ...

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Dec23

Ep #113: Transitioning from Banking to a Fee-Only RIA with Brittany Schultz and Michelle Kuehner

Brittany Schultz, Director of Investment Research and Operations, and Michelle Kuehner, President at Personal Money Planning, both join the show today to discuss their unique paths into the financial planning profession. They share how they transitioned out of banking careers, why they believe financial planning was a better fit for them, and how they overcame the challenges often associated with a career change. Listen in as Michelle explains how she developed her skills as an advisor, as well ...

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