How Did You Get Into Financial Planning?

The book is about the psychology of investing and getting the most out of your money. The author says he wanted to combine financial planning with emotional well-being. He started his own firm when he was 28, seven years later we are here today.

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Morgen Rochard is a Certified Financial Advisor, Certified Financial Planner, Registered Life Planner, podcaster, founder of Origin Wealth Advisors and the author of Personal Finance, The Simplified Beginners Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom.

At Origin, Morgen focuses on driving personal connections and getting to the root of the financial success of her clients. This is a natural extension of her mission to help others live their most fulfilled, financially stress-free lives.

Morgen’s approach is designed to help her clients find peace of mind with all aspects of their situation – financial and beyond. As a Registerd Life Planner her role is to help others truly live their passion. This framework helps clients explore what is most important to them, dive deeper into what they want to prioritize, and remove any obstacles that may get in their way.

We discuss risk management, diversification, asset allocation, money worship, making huge economic life decisions, weddings, retirement, renting vs buying, how to raise financially successful kids and the acceptable amount of chairs that one should own.

I hope that you enjoy this one as much as I did.

This episode was brought to you by LEDN, Bitcoin Magazine and the Bitcoin 2022 conference.

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