On Today’s Episode, we learn what it’s like to be a wealth planning specialist, and how his love for economics led our guest to one of the largest financial institutions in the world. Let’s start the week with Hector Sanchez.

Key Points from the Episode:

• Wealth planning specialist at Morgan Stanley
• Creating financial plans/reports for high net-worth individuals
• Process of becoming a Chartered Financial Analyst (CFA)
• Baseball was his first love
• Someone getting hired years later based on Hector’s teachings

Book recommendations:

• Value Investing: How to Beat the Market in 5 Minutes (Teguh Hidayat)
• Shoedog (Phil Knight)
• The Bad Blood Story (John Carreyrou)
• Red Notice (Bill Brauder)

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026 | Handle the Bag with Hector Sanchez