This is the 1st installment in our “front porch” or “real” conversation series. Cathy Quinn started in this industry in 1982 and will officially be retiring after the 1st quarter of 2023. She has been at “the tip of the spear” of financial planning when the investment industry wasn’t really sure why it was even needed while navigating in a male dominated industry. We thought it would be a good idea for our own Kim Penzone to sit down and talk with Cathy about why planning is so important even to those that don’t think it’s necessary and how it has changed and evolved over the years. With 4 decades of real life experience, Cathy and Kim share stories about best practices, most common mistakes and why everything should start “with a plan.” This is truly an easy flowing conversation that will make you think that you are sitting on a front porch listening to two industry veterans share decades of wisdom and stories in a fun and comfortable setting with lots of real life examples with a dog or two hanging out with you. This is a longer form podcast and we believe it is very much worth the time because it gets to the core of how our team approaches financial planning and why it is so important to success in the investment world.