In this episode, Mark Mogle from Paller Financial shares his personal journey into financial planning, inspired by the early loss of his father and the challenges of building a secure future. Mark takes a "big picture" approach, encouraging clients to prioritize family, health, and financial stability while achieving their dreams. He reflects on lessons from his high school football coach, emphasizing discipline, resilience, and playing the "full game" in life and finances. With strategies from retirement planning to tax efficiency, Mark’s goal is to empower clients toward lasting success. Join him as he breaks down how a thoughtful, personalized approach can help create a solid financial playbook for the future.