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EP# 114: Steven Fronrath with Kennedy Financial Group

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Manage episode 440327327 series 3464834
Innhold levert av Lisa. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lisa eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Ever wondered how a saxophonist and pianist from the Detroit Symphony Orchestra found his calling in financial advising? Join us for an engaging conversation with Steven Fronrath, one of the owners and wealth advisors at Kennedy Financial Group. Steven shares his unique journey and breaks down the importance of understanding individual goals before diving into investments. He debunks common misconceptions, stressing that the foundation of any solid financial plan is clear objectives. Discover how Steven and his team help clients use their money as a tool to achieve their dreams, from retirement to education and beyond.
Balancing business with personal passions is an art, and Steven exemplifies this beautifully. Not only does he play in the band "If Walls Could Talk," but he also faced the challenge of rescheduling his wedding due to COVID-19. We explore these personal stories and how they shape his approach to financial planning. Stephen explains the comprehensive nature of his work, encompassing income strategies, tax planning, and estate security. Tune in to gain valuable insights from Stephen and learn about the services offered by Kennedy Financial Group, all designed to align your financial goals with your broader life plans.

  continue reading

Kapitler

1. Financial Planning and Investment Management (00:00:00)

2. Personal Growth and Financial Planning (00:06:15)

3. Local Business Promotion Strategy (00:12:17)

95 episoder

Artwork
iconDel
 
Manage episode 440327327 series 3464834
Innhold levert av Lisa. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lisa eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Ever wondered how a saxophonist and pianist from the Detroit Symphony Orchestra found his calling in financial advising? Join us for an engaging conversation with Steven Fronrath, one of the owners and wealth advisors at Kennedy Financial Group. Steven shares his unique journey and breaks down the importance of understanding individual goals before diving into investments. He debunks common misconceptions, stressing that the foundation of any solid financial plan is clear objectives. Discover how Steven and his team help clients use their money as a tool to achieve their dreams, from retirement to education and beyond.
Balancing business with personal passions is an art, and Steven exemplifies this beautifully. Not only does he play in the band "If Walls Could Talk," but he also faced the challenge of rescheduling his wedding due to COVID-19. We explore these personal stories and how they shape his approach to financial planning. Stephen explains the comprehensive nature of his work, encompassing income strategies, tax planning, and estate security. Tune in to gain valuable insights from Stephen and learn about the services offered by Kennedy Financial Group, all designed to align your financial goals with your broader life plans.

  continue reading

Kapitler

1. Financial Planning and Investment Management (00:00:00)

2. Personal Growth and Financial Planning (00:06:15)

3. Local Business Promotion Strategy (00:12:17)

95 episoder

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