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Andrew takes a deep dive into the topic of holistic financial wellness as an ingredient to maximize success, happiness, and security with Michael Hess—a longtime financial advisor who refers to himself as the "quarterback to an individual's personal economy." Michael's positive attitude, "gotta make lemonade" mindset, and decision to run 50 miles in one day to raise money for Feeding America will leave you inspired and ready to pull the tarp.
A few show highlights:
7:40 - Importance of communication
11:03 - Why people shy away from financial planning
13:22 - Michael's wife's experience with breast cancer
16:33 - The "gotta make lemonade" mindset
19:46 - Staying positive
23:21 - Paying it forward, running 50 miles to raise money for Feeding America
27:49 - Setting ambitious goals
****
Follow Andrew on Instagram: @AndrewMoses123
Sign up for Andrew’s monthly newsletter: www.everybodypullsthetarp.com/newsletter
This podcast is for informational purposes only. Everybody Pulls The Tarp is not affiliated with or endorsed by PAS, Guardian, or WestPac Wealth Partners and opinions stated are their own. Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0E36678 | 2021-121833 Exp. 05/23
By Andrew Moses4.8
8989 ratings
Andrew takes a deep dive into the topic of holistic financial wellness as an ingredient to maximize success, happiness, and security with Michael Hess—a longtime financial advisor who refers to himself as the "quarterback to an individual's personal economy." Michael's positive attitude, "gotta make lemonade" mindset, and decision to run 50 miles in one day to raise money for Feeding America will leave you inspired and ready to pull the tarp.
A few show highlights:
7:40 - Importance of communication
11:03 - Why people shy away from financial planning
13:22 - Michael's wife's experience with breast cancer
16:33 - The "gotta make lemonade" mindset
19:46 - Staying positive
23:21 - Paying it forward, running 50 miles to raise money for Feeding America
27:49 - Setting ambitious goals
****
Follow Andrew on Instagram: @AndrewMoses123
Sign up for Andrew’s monthly newsletter: www.everybodypullsthetarp.com/newsletter
This podcast is for informational purposes only. Everybody Pulls The Tarp is not affiliated with or endorsed by PAS, Guardian, or WestPac Wealth Partners and opinions stated are their own. Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0E36678 | 2021-121833 Exp. 05/23

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