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20. How Did We Get From Theology to Financial Planning? with Morgan Ranstrom
What makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance. Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about people.
From navigating life transitions to balancing risk and reward, Morgan shares insights that go beyond investments, inspiring advisors and clients alike.
Connect with us!
Morgan Ranstrom on LinkedIn
Trailhead Planners
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
View all episodes
By Jess Bost and Mark NewfieldWhat makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance. Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about people.
From navigating life transitions to balancing risk and reward, Morgan shares insights that go beyond investments, inspiring advisors and clients alike.
Connect with us!
Morgan Ranstrom on LinkedIn
Trailhead Planners
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth