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016 The Quest For Financial Independence with Stanley Funches, Sr., CFP®, ChFC®, CRPC®, MBA
Manage episode 310962321 series 3078652
Dr. Evelyn T. Samuel, DMD, Dr. Evelyn T. Samuel, and DMD에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dr. Evelyn T. Samuel, DMD, Dr. Evelyn T. Samuel, and DMD 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In This Episode of The Efficient Practice Podcast, I Interview Stanley T. Funches, Sr., CFP®, ChFC®, CRPC®, MBA who was born and raised in Clinton, Mississippi. He later went on to study Finance and earn a BSM from Tulane University and later a MBA from Samford University. Stanley began his journey in financial planning over 20 years ago, earning his Certified Financial Planner® Designation and other professional designations. During his time as a financial planner, Stanley has served medical professionals, business owners, and retirees as they prepare for and maintain a comfortable retirement.
Stanley has done numerous seminars and speaking engagements in his community and appeared on several news shows discussing financial planning topics. In 2001, he was awarded the Presidential Award by the Urban Financial Services Coalition. In 2007 he was profiled and labeled a “Wealth Pioneer” by Wealth Manager Magazine. In 2015 he was a contributing author to the Amazon Best Seller, Voices of Inspiration – Real Life Wisdom for Living Your Best Life.
Stanley is currently the owner of INTELUS Wealth Management, a financial planning firm which offers investments and financial planning services to those seeking to attain financial independence. Stanley resides in Birmingham, Alabama, and is the father of three wonderful children, Ashli, TJ and Christopher. In his time away from the office Stanly enjoys basketball, golf and reading
Episode Highlights:
- Challenges of Medical Professionals as they run a practice and look to build wealth
- Financial Planning and how it differs from other services listed as financial advice
- Basic items suggested to start progressing towards financial independence
- His New Book, Quest for Financial Independence: 10 Areas of Your Planning You Should Not Ignore (Observations of a Planner)
- And so much more!
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