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Konten disediakan oleh Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie 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.
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Paula Hogan, author, pioneer and entrepreneur in personal financial advising

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Manage episode 328064765 series 3330676
Konten disediakan oleh Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie 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.

Paula Hogan describes her early experience with finance, growing up with a father who pioneered concepts of variable annuities. After graduating college, Paula thought she would enter a health policy field, but came to begin financial advising while living in Texas. Learn how Paula chose to embrace ideas developed by co-host Zvi Bodie, how she built her own personal financial advising practice and ultimately sold the practice while continuing to provide financial advice to clients. Her publications and her efforts to promote fiduciary responsibilities of advisers have contributed to improving the financial futures of Americans.

  continue reading

37 episode

Artwork
iconBagikan
 
Manage episode 328064765 series 3330676
Konten disediakan oleh Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie 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.

Paula Hogan describes her early experience with finance, growing up with a father who pioneered concepts of variable annuities. After graduating college, Paula thought she would enter a health policy field, but came to begin financial advising while living in Texas. Learn how Paula chose to embrace ideas developed by co-host Zvi Bodie, how she built her own personal financial advising practice and ultimately sold the practice while continuing to provide financial advice to clients. Her publications and her efforts to promote fiduciary responsibilities of advisers have contributed to improving the financial futures of Americans.

  continue reading

37 episode

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