🎙️ Join Chris Monzon and Michael Scarpati in Part 1 of this insightful podcast series on financial planning!In this episode, Chris Monzon and Michael Scarpati share their personal journeys into the financial planning industry, exploring the impact of their unique money stories and diverse backgrounds on their approach to financial management. They delve into the creation of Retire US, a groundbreaking platform dedicated to democratizing financial advice, and the challenges inherent in upholding the fiduciary standard within the financial services sector.Throughout the conversation, they underscore the importance of setting clear financial goals and offer practical insights into helping clients achieve financial success. From navigating industry hurdles to advocating for innovative solutions in financial planning, Chris and Michael provide a comprehensive overview of the evolving landscape of personal finance.

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⏰ Timecodes ⏰00:00 Intro04:29 Diverse Backgrounds in Finance06:52 Money Stories and Upbringing09:38 Entrepreneurial Spirit from a Young Age12:08 Founding Retire US15:05 Understanding Fiduciary Responsibilities17:22 Challenges in the Financial Services Industry20:01 Innovative Solutions22:46 The Importance of Goal Planning25:49 Navigating Client Goals and Values#financialplanning #personalfinance #financialfreedom

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Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.

The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.

We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.

The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.

It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/