May 09, 2018
Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast
Kyle Mast joins us on the show to talk about his career journey, which started in a family business through a succession plan and ended with him owning his own RIA. He discusses the details of his business, Clarity Financial, LLC, and the strategies he has used to build it successfull …
March 21, 2018
Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon
Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model …
September 21, 2016
Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
