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Mr. Tall, Dark, and Handsome

I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA. Not only does Bill dive into the differences of each,...

Don’t Be Afraid to Try Things

Today we are joined by Chad Smith, CFP®, a financial planner and part owner of Financial Symmetry. Chad shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him...