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Catching Up to FI

Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136

Apr 16, 2025
42:50

We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential.

 

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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

FPA NexGen Leadership

CASHFLOW Game

George Kinder / Life Planning

ChooseFI

Chris Mamula

EconoMe Conference

Personal Finance Club

 

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Find Your Camino | Diania Merriam | 029 

 

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⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

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