New Planner Podcast

Ep #241: From Clergy to CFP with Samuel Kim


Listen Later

Samuel Kim is a Senior Client Services Associate at Questar Capital Partners and he joins the show today to share his path from pastor to financial planner. If you're interested in pursuing a non-traditional route into financial planning, balancing dual careers, or learning how to grow within a small firm, this episode is for you!

Listen in as Samuel shares how a career assessment sparked his interest in financial planning and why he chose a bi-vocational path to balance two careers. He discusses how networking helped him land his first role at a small firm, where he added value, grew his responsibilities, and sharpened his planning skills. Stay tuned to hear how he navigated an unexpected job transition and what he learned in the process.

You can find show notes and more information by clicking here: https://bit.ly/40yH9Bo

...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

3,196 Listeners

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

The Retirement and IRA Show

747 Listeners

ChooseFI by ChooseFI

ChooseFI

5,129 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

736 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

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

The Perfect RIA

455 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

435 Listeners

The Long View by Morningstar

The Long View

886 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

240 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 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)

549 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

184 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

746 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,002 Listeners