From Cold Calls To Financial Freedom: Jason Braatz's Journey Millennial Outliers podcast

From Cold Calls to Financial Freedom: Jason Braatz's Journey

19d ago 54:40

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İçerik Tyler Ardron, Justin Deal, Tyler Ardron, and Justin Deal tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Tyler Ardron, Justin Deal, Tyler Ardron, and Justin Deal veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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!

26 bölüm

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.