Only Fee-Only

#45 - Creating Systems and Processes for Rapid Growth - Matt Pruitt


Listen Later

Matt's Bio:

I spent over 10 years helping corporations, hedge funds and institutional investors squeeze every last dollar out of their investments before I finally asked myself: what is most important in life, and what's keeping me from getting there?

So, what's important to me:  spending time with my family, pursuing a career I'm passionate about and running a business that allows me to partner with like-minded individuals. 

My dad passed away at age 58 and I constantly remind myself that life is short, and I better not regret how I live it. I am now lucky enough to say I work in a field that brings me happiness and fosters my personal values.

A perfectionist by nature and self-proclaimed finance/tax nerd, I genuinely love helping individuals simplify their financial lives so they too can focus on what's most important to them.

Social: 

https://www.linkedin.com/in/matt-pruitt-cfp%C2%AE-cfa-02aab548/

Website:

https://exhalewealth.com/

...more
View all episodesView all episodes
Download on the App Store

Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Only Fee-Only

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,092 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,998 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, Mark McGrath, and Dan Bortolotti

The Rational Reminder Podcast

423 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

560 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,036 Listeners

The Long View by Morningstar

The Long View

847 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

229 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

766 Listeners

Ask The Compound by The Compound

Ask The Compound

297 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

34 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

694 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

961 Listeners