Today, Stephanie and Kevin offer a unique perspective on the show by diving deep into their own backgrounds as financial planners.

 

The two kick things off with a brief history of their first jobs before reflecting on their first ever roles in the financial services industry.

 

Then, Stephanie discusses the inspiration behind Sofia Financial and how she and Kevin came to work together.

 

Finally, the pair do a rapid-fire Q&A, revealing a few little known tidbits about our hosts, from their guilty pleasures to their financial pet peeves to their dumbest purchases!

 

Key Topics:

• Stephanie and Kevin’s first jobs. (1:27)
• Entering the financial services industry. (6:37)
• From boiler room newbie to Certified Financial Planner. (12:28)
• “Where did ‘Sofia’ come from?” (16:05)
• What Kevin likes best about his current role. (20:22)
• How about Stephanie? (24:07)
• Rapid-fire Q&A. (26:17)

 

Resources Mentioned:

• Video: “Guy Suddenly Gets Disappointed After Looking at His First Paycheck”

 

If you like what you’ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected] 

 

You can find the transcript and more information about this episode at www.takebackretirement.com.

 

Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn. 

Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.