On today's episode, I connect with Ben Hockema CFP, Founder of Illuminate Wealth Management. Ben is a personal friend as he was our previous financial planner. We talk through:
Ben's early relationship with money
Entering the financial planning industry
The importance of a financial plan and being a fiduciary
Why Ben and his team fired me and my wife (jokingly!)If you are in need of a financial planner, feel free to reach out to Ben or find one on NAPFA (https://www.napfa.org)
Ben Hockema, CFP. Owner of Illuminate Wealth Management
https://www.illuminatewm.com/
This is the Story of Podcast
Twitter: @roadtowealthpod
Instagram: @roadtowealthpodcast
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