In the first ever "Getting to Know You" series of the podcast, Brandon sits down with fellow co-host & Founder of Lifelong Investments, Brad Katz to discuss how he got started in this profession and his journey in the financial services industry.

In the first ever "Getting to Know You" series of the podcast, Brandon sits down with fellow co-host & Founder of Lifelong Investments, Brad Katz to discuss how he got started in this profession and his journey in the financial services industry.

In the first ever "Getting to Know You" series of the podcast, Brandon sits down with fellow co-host &amp; Founder of Lifelong Investments, Brad Katz to discuss how he got started in this profession and his journey in the financial services industry.

#6 - Getting to Know You series w/ Brad Katz

The Money Morning Quarterback Podcast isn't just about sound financial planning. It is a show designed to cut through the complex nature of the financial services industry. Brad Katz and Brandon Pergola will take you on a journey to "lift up the hood" on certain scenarios and financial products to provide listeners with their own thoughts on whether certain investment products might be for them.&nbsp; If you think financial planning is a one size fits all industry... Brad and Brandon might have something to say about that!&nbsp; Registered Representatives offering securities through Cetera Advisors, LLC, a registered broker/dealer. Member: FINRA / SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. 155 Passaic Avenue, Suite 310, Fairfield, NJ 07004.

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The Money Morning Quarterback Podcast isn't just about sound financial planning. It is a show designed to cut through the complex nature of the financial services industry. Brad Katz and Brandon Pergola will take you on a journey to "lift up the hood" on certain scenarios and financial products to provide listeners with their own thoughts on whether certain investment products might be for them.  If you think financial planning is a one size fits all industry... Brad and Brandon might have something to say about that!  Registered Representatives offering securities through Cetera Advisors, LLC, a registered broker/dealer. Member: FINRA / SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. 155 Passaic Avenue, Suite 310, Fairfield, NJ 07004.

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#6 - Getting to Know You series w/ Brad Katz

#6 - Getting to Know You series w/ Brad Katz