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From Cold Calls to Financial Freedom: Jason Braatz's Journey
Manage episode 450128504 series 3468759
Το περιεχόμενο παρέχεται από το Tyler Ardron, Justin Deal, Tyler Ardron, and Justin Deal. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Tyler Ardron, Justin Deal, Tyler Ardron, and Justin Deal ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Join us as we dive into an insightful conversation with Jason Braatz, exploring the nuances of investing, client relationships, and personal values in business. Whether you're an experienced investor or just starting, this episode offers valuable advice for navigating today's financial landscape.
- Jason Braatz's decision to join Pine Valley Investments for autonomy and support.
- Investment strategies, including caution around buying stocks at all-time highs.
- The importance of starting early and maxing out 401(k) contributions for young investors.
- Utilizing golf and common interests to build and vet client relationships.
- Reflections on integrating Christian values in business and addressing modern societal challenges.
Connect with Jason Braatz on LinkedIn: https://www.linkedin.com/in/jason-braatz-cfp%C2%AE-3b51674/
Learn more about Braatz Wealth Advisors at https://www.braatzwealthadvisors.com/
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How to reach us
Follow Tyler on IG @eardron
Learn more about Risk Reduction Plus Group.
Follow Justin on IG @jdeal6972
Learn more about Pay Day Employer Solutions.
Got questions for us? Or ideas for topics on upcoming shows?
Drop us a line at millennialoutliers23@gmail.com!
Credits/Resources
Shoutout to Suite Recording for the recording & production services!
Learn more about them and what they can do for you.
Now go out there and have the best day ever!
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