The Travis Parry Show

Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®


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Our guest on today's show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of Origin Wealth Advisers LLC, an author, and a podcaster.

In this episode, Morgen shares her journey to becoming a business owner and we discuss the importance of pausing to prioritize balance in our lives.

Join us today to learn about these things:

  • Morgen's Journey to the financial industry. (1:12)
  • How can you spend time doing something you love, while also having the time to prioritize family? (7:12)
  • We discuss the difficulties of working moms and scaling a business. (20:07)

RESOURCES

Learn more about our guest:

https://www.linkedin.com/in/morgenrochard/ https://www.originwa.com/#who-we-are

Email: [email protected]

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The Travis Parry ShowBy Dr. Travis Parry

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