10 Lessons Learned

Lessons to Advance Your Career - Urban Adams


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About Urban Adams

Urban Adams is a seasoned financial advisor and published author with over 25 years of industry experience and runs his independent practice in Phoenix, Arizona. Known for his personalized approach and house calls, he combines Stoic philosophy with practical financial guidance to help clients nationwide achieve their goals. 

 

As a father of three daughters and longtime coach of female athletes, Urban brings unique insight to women's financial challenges. His commitment to high-touch, customized financial planning has made him a trusted advisor to his clients. 

 

Episode Notes 

 

  1. Time is your best friend, until it's not 
    1. The Three Bucket Strategy 
      1. Have a plan, not just an investment strategy 
        1. Expect your plan to not go according to plan 
          1. Understand your relationship with money 
          2. ...more
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