This week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. Bob has had a storied career and his credentials include being both a CFP and CFA, as well having training in financial psychology and helping clients through major financial transitions. Career-wise, Bob spent his early years as an equity analyst, later moving onto building and selling a financial planning practice, and ultimately starting a fintech company. In this episode, Wes and Bob discuss a handful of topics, but the primary focus is on life-centered financial planning. They explore what it means to put money in service to your life as opposed to the opposite, and why this approach leads to better outcomes.
In This Episode:
Touchstone Pathway
Money Quotient
Etch
The Loveless Cafe
Natchez Trace Parkway
Discover Your Destiny by Bill and Kathy Peel
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Learn more about CogentBlue Wealth Advisors
Analog Advisor is a production of Palm Tree Pod Co.
Subscribe Apple Podcast | Spotify
Follow Us Twitter | LinkedIn | Website
Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com
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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.
Subscribe Apple Podcast | Spotify
Follow Us Twitter | LinkedIn | Website
Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com