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内容由Daniel Kopp and Forrest Baumhover提供。所有播客内容(包括剧集、图形和播客描述)均由 Daniel Kopp and Forrest Baumhover 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Both Sides of the ID Card and Building an Ideal Firm with Pam Bergeson

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Manage episode 354246010 series 2948641
内容由Daniel Kopp and Forrest Baumhover提供。所有播客内容(包括剧集、图形和播客描述)均由 Daniel Kopp and Forrest Baumhover 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, we welcome Pam Bergeson to the podcast as she shares about her varied military career and now second career as a financial planner. Pam is the founder of Tailwind Financial Planning where she specializes in serving dual military officers and senior military leaders in their career transition. Over her thirty-year military career, Pam learned the importance of setting goals and building a plan to achieve them, and her nearly 35 years as a military spouse reinforced the importance of flexibility and adapting to new challenges. Her story and experiences on both sides of the “ID Card” motivated her to combine a passion for helping people with a love of financial planning.

In our conversation, Pam details the perseverance it took for her to finally achieve her goal of opening her own firm and the tradeoffs that military life took along the way. She also shares about her personal and professional experiences as a life planner and the Kinder and MoneyQuotient trainings she has undergone. We wrap up talking about her planning process and designing her ideal practice including the number of clients and what each engagement looks like. Pam has one of the most interesting and wide-ranging career stories that I know you will find helpful!

https://tailwindfp.com/

https://www.linkedin.com/in/pam-bergeson-85370a1b4/

  continue reading

53集单集

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Manage episode 354246010 series 2948641
内容由Daniel Kopp and Forrest Baumhover提供。所有播客内容(包括剧集、图形和播客描述)均由 Daniel Kopp and Forrest Baumhover 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, we welcome Pam Bergeson to the podcast as she shares about her varied military career and now second career as a financial planner. Pam is the founder of Tailwind Financial Planning where she specializes in serving dual military officers and senior military leaders in their career transition. Over her thirty-year military career, Pam learned the importance of setting goals and building a plan to achieve them, and her nearly 35 years as a military spouse reinforced the importance of flexibility and adapting to new challenges. Her story and experiences on both sides of the “ID Card” motivated her to combine a passion for helping people with a love of financial planning.

In our conversation, Pam details the perseverance it took for her to finally achieve her goal of opening her own firm and the tradeoffs that military life took along the way. She also shares about her personal and professional experiences as a life planner and the Kinder and MoneyQuotient trainings she has undergone. We wrap up talking about her planning process and designing her ideal practice including the number of clients and what each engagement looks like. Pam has one of the most interesting and wide-ranging career stories that I know you will find helpful!

https://tailwindfp.com/

https://www.linkedin.com/in/pam-bergeson-85370a1b4/

  continue reading

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