Running your business is stressful. Probably the biggest stressor is financial. You carry that with you, but how do you keep it at work and out of your relationships at home? My guest today is a financial advisor who works with practice owners on their business and personal finances. He sees this question in a number of his clients, and he’ll share the advice he gives to them.
Randall Avery, CFP, CFA helps professionals, practice owners, and pre-retirees turn financial uncertainty into clarity and confidence. Clients often come to him feeling overwhelmed by big decisions around retirement, investing, taxes, and cash flow — unsure if they’re making the “right” moves. Randall’s role is to simplify the noise, help clients define what financial success means to them, and create a clear plan that supports both their life and their values.
In this episode Carl White and Randall Avery discuss:
- How often he talks with clients about this topic
- The dangers of bringing financial stress home
- What he says to clients to help them out
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Connect with Randall Avery
Facebook Personal – https://deasilwm.com/brunch-amp-budgets/
Facebook Business – https://www.facebook.com/DeasilWM
LinkedIn –https://www.linkedin.com/in/randallavery/
YouTube -ttps://http://www.youtube.com/channel/UCEasRohhwof2xaNUr209kUw
Instagram – https://www.instagram.com/rsadeasil50/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: whitec@marketvisorygroup.com
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig