The first skill set required for financial success is the ability to make money.
It involves identifying opportunities, making wise investments, and generating income streams.
However, once the money is earned, it is crucial to preserve it.
This requires a different skill set, one that involves understanding tax strategies, estate planning, and risk management.
Without proper guidance, individuals may unknowingly expose their wealth to unnecessary risks or fail to optimize their financial situation.
In this episode, Christopher Nelson discusses the importance of fee only financial advisors for technology employees.
He interviews Max Pashman, who left a larger industrial shop to serve technology employees and sales professionals with equity compensation.
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Listen to the full episode here:
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YouTube:
https://www.youtube.com/@techcareersandmoneytalk/videos
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Audio Podcast:
https://www.techcareersandmoneytalk.com/fee-only-financial-advisor
