#578 - Navigating Financial Success with Jason Lampert, CFP®: From Tech Geek to Financial Guru

In this enlightening episode, we sit down with Jason Lampert, a Certified Financial Planner™ and a financial coach with a unique journey from the corporate tech world to the realm of financial planning. Jason’s passion for guiding individuals towards financial prosperity shines through as he shares his personal career transition, underscoring the importance of following one's heart and embracing life's unpredictable shifts.

Dive into an engaging discussion on how being a part of the LGBTQIA+ community and the childfree movement influences financial planning.

Explore the pivotal financial topics as Jason shares his expertise on saving for retirement, eliminating debt, investing for the future, and creating a financial plan that resonates with your life goals, especially catering to those traditionally underserved by the financial advising industry.

Learn about the difference between a fee-only and a fee-based financial planner, and discover who really needs and can benefit from engaging a financial planner. Jason’s natural storytelling ability makes financial concepts relatable, shedding light on how everyone, regardless of their background, can thrive financially.

Whether you’re from the LGBTQIA+ community, part of a childfree couple, or someone seeking to understand the financial planning realm better, this episode is packed with insights that could be your stepping stone towards financial success.

To connect with Jason, visit his website: https://woodsonwm.com/team/jason-lampert/

Stay tuned and enjoy this riveting conversation filled with financial wisdom, personal experiences, and a hearty dose of geeky fun!

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence.

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