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S2 Ep18: TimeWise Financial with Deanna LaRue

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Konten disediakan oleh Stacey Poehler. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Stacey Poehler atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Ever wondered how a chance opportunity can pivot your entire career? Join us on the Good Neighbor Podcast as we sit down with Deanna LaRue, the visionary founder of TimeWise Financial and a certified financial planner. Deanna's entrepreneurial spirit and the influence of her father's business ventures set her on an unexpected path in finance, culminating in the establishment of her own company at the young age of 24. She shares her captivating journey from a finance major to running a successful financial planning firm, highlighting the trials and triumphs along the way.
Deanna also gives us an insider's look into the challenges she faces, from the volatility of the stock market to the complexities of managing a growing team. But it's not all business—Deanna opens up about her personal life, enjoying outdoor activities and cozy movie nights with her family. She debunks myths about the financial planning industry, advocating for the irreplaceable value of human advisors amidst the rise of robo-advisors. Tune in to discover how Deanna balances her professional and personal life, and why she believes personal connections are crucial in financial planning.

  continue reading

206 episode

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iconBagikan
 
Manage episode 444194591 series 3489974
Konten disediakan oleh Stacey Poehler. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Stacey Poehler atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Ever wondered how a chance opportunity can pivot your entire career? Join us on the Good Neighbor Podcast as we sit down with Deanna LaRue, the visionary founder of TimeWise Financial and a certified financial planner. Deanna's entrepreneurial spirit and the influence of her father's business ventures set her on an unexpected path in finance, culminating in the establishment of her own company at the young age of 24. She shares her captivating journey from a finance major to running a successful financial planning firm, highlighting the trials and triumphs along the way.
Deanna also gives us an insider's look into the challenges she faces, from the volatility of the stock market to the complexities of managing a growing team. But it's not all business—Deanna opens up about her personal life, enjoying outdoor activities and cozy movie nights with her family. She debunks myths about the financial planning industry, advocating for the irreplaceable value of human advisors amidst the rise of robo-advisors. Tune in to discover how Deanna balances her professional and personal life, and why she believes personal connections are crucial in financial planning.

  continue reading

206 episode

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