The BedBuzz

Building Wealth, Legacy, and Trust: Financial Wisdom with Daniel Roberts


Listen Later

We’re kicking off 2025 with a must-listen episode of The BedBuzz Podcast! This week, we’re excited to welcome Daniel Roberts, financial advisor at Edward Jones—and Harry’s cousin! 

 Episode Highlights:

  • Daniel’s inspiring journey from the Navy to running his own Edward Jones office and continuing his father’s legacy.
  • Business lessons from Daniel’s experience, including:
    • The power of building trust with clients and being their go-to advisor.
    • Why running your office (or store) like your own business leads to success.
    • The value of connecting with clients as people—not just customers.
  • Financial strategies for every stage of life: How to start saving, manage debt, and make the most of your 401(k).
  • A reminder that it’s never too late to take control of your finances and make progress toward your goals. 

Daniel also shares the story behind his dad’s legendary motto, Yambaily—a phrase that embodies love, connection, and support. 

Take a few minutes to tune in, grab some golden nuggets, and start the year strong. 

If you have any financial questions or want to dive deeper into the topics discussed, feel free to reach out to Daniel directly at 651-437-0229

Special thanks to the team at Podium: Where businesses grow, customers connect, and success starts. Find out more here.

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

The BedBuzzBy Harry Roberts and Jimmy Hill

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings


More shows like The BedBuzz

View all
Maxwell Leadership Executive Podcast by John Maxwell

Maxwell Leadership Executive Podcast

369 Listeners

The FAM Podcast with Mark Kinsley by The FAM Podcast

The FAM Podcast with Mark Kinsley

36 Listeners

SmartLess by Jason Bateman, Sean Hayes, Will Arnett

SmartLess

57,924 Listeners