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Getting In the Door with Daniel Yerger
Manage episode 432637476 series 3591185
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In Episode 8, host Cynthia Meyer talks to Daniel Yerger, MBA, CFP©, ChFC©, AIF©, CDFA© of MY Wealth Planners about his new book, Getting In the Door: Starting a Financial Planning Career, his journey to becoming a financial planner, and how the career path has changed over time.
This week on Real Life Planning Podcast:
💡 Why financial planning as a process, not a document
💡 Dan’s journey from the military to tech to financial planning
💡 Cynthia’s experience as a career changer
💡 The rationale for career changers
💡 The minimum time before starting your own firm
The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.
The Real Life Planning Podcast aims to provide:
- 1-3 practical, realistic takeaways of actions the listener can try
- Encouragement to learn from different paths to creating results
- Possibility and optimism
The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.
Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.
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