New Planner Podcast

Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden


Listen Later

Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning career, this episode is for you!

Listen in as Amanda shares what sparked her interest in financial planning and why she decided to change her major. She discusses how she leveraged a family connection to land a two-year rotational program at a large Midwest-based RIA, as well as the valuable experiences she gained during that time. You'll hear the challenges she faced, her tips for new planners, and more.

You can find show notes and more information by clicking here: https://bit.ly/3S2ujGF

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

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

24 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,125 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

727 Listeners

ChooseFI by ChooseFI

ChooseFI

5,099 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

748 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

556 Listeners

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

The Perfect RIA

456 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

432 Listeners

The Long View by Morningstar

The Long View

874 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

237 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 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)

30 Listeners

Mile High FI Podcast by Carl Jensen & Doug Cunnington

Mile High FI Podcast

183 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

119 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

703 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

984 Listeners