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Episode #8: Breaking Free: One Financial Advisor’s Journey To Independence
Manage episode 365409400 series 3468411
Eugene Nilus에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Eugene Nilus 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, we are joined by Amit Patel, a financial advisor with 12 years of experience in helping individuals transform their finances and their lives. Amit specializes in working with executives who have large amounts of company stock and RSUs, and helps them plan their finances in a way that aligns with their personal goals.
Amit shares his inspiring journey of transforming his own life from a wirehouse financial advisor to owning his own independent practice, and how he helps others transform their lives by setting clear financial goals and making a plan to achieve them.
But what does financial planning really mean? It's not just about investing, it's about understanding what you want to achieve in life, how your finances can help you get there, and living the life you want.
So if you're ready to transform your life and your finances, join us for this episode with Amit Patel. Get ready to be inspired and learn some valuable tips for achieving financial success!
👉 How to contact Amit
- Website: www.AmitRPatel.com
- LinkedIn: https://www.linkedin.com/in/amitpatel408/
Brought to you by Y2 Lending:
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