Matt Higbie joins the show and shares his journey from a hedge fund analyst to a financial planner, discussing the challenges of performance anxiety, the importance of identity beyond work, and the value of personal relationships in financial planning. He reflects on his career transitions, the impact of AI on the industry, and the significance of family life. If you're wondering how to find the balance between high performance and family, or contemplating a job change, this is the episode for you.

Takeaways

• You are not alone in your struggles to create meaningful work.
• Identity is found in personal beliefs, not in work.
• Performance anxiety is a common struggle in high-pressure jobs.
• Networking and talking to others helped Matt find his next career path.
• AI is changing the landscape of financial planning.
• People value personal relationships in finance more than ever.
• Curiosity is key in finding a fulfilling career. 

Chapters

• 00:00 Introduction and Guest Background
• 02:58 The Impact of the Podcast on Matt's Life
• 05:40 Career Transition: From Hedge Fund Analyst to Wealth Management
• 08:38 Navigating Career Decisions and Performance Anxiety
• 11:23 Finding Identity Beyond Work
• 14:40 Networking and Job Search Strategies
• 17:26 Managing Performance Anxiety in New Roles
• 20:22 Tactical Approaches to Reducing Anxiety
• 26:04 Identity and Career Transitions
• 28:17 Family Life and Parenting
• 29:12 Career Advice for the Next Generation
• 34:50 Trends in Financial Planning and AI
• 40:04 Finding Meaning in Work
• 41:55 Splurges and Life Experiences

Send us a text