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How Much Can I Make? with Mirav Ozeri

Playing the Long Game - Financial Advisor

If you think Financial advisor is only about investing think again. In this episode, Mirav chats with Donna Stefans, a seasoned financial advisor, who breaks down the real job of a financial planner. From protecting your assets to securing your rights, Donna shares invaluable tips on how financial planning supports you from age 18 through retirement—and beyond. This isn’t just about growing wealth—it’s about safeguarding your future at every stage of life. 

Topics

00:20 Introduction

01:44 You're just advising people how to invest, right? (Wrong!)

02:46 A holistic approach to clients

04:45 Does inflation help or hurt your clients?

05:18 Advice for young people looking to save

08:35 Start saving now, play the long game

09:40 Challenges of the job

11:42 It's not just portfolio management

12:40 Estate planning and elder law

16:40 The right age to start planning finances

18:44 Seeing the results of smart choices

19:21 Keep up with the markets

21:47 How do you get paid?

22:56 Is AI threatening the job?

24:11 Advice for becoming a financial advisor

Resources

The Stefans Group

U.S. News - How to Become a Financial Advisor

FINRA

U.S. Bureau of Labor Statistics - Financial Advisor

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Music credit: Kate Pierson & Monica Nation