Simplifynance Podcast

The Simplifynance Community


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In the 2nd episode of Simplifynance, host Rachel Stewart, Financial Advisor, introduces Guest Nate Ollish, Financial Advisor and Simplifynance advisor. The two discuss finances for the next generation.

Show Notes:

  • :44----Introduction of guest Nate Ollish.
  • 1:52---Why the next generation of finance is important
  • 2:10---There is a lot of power in starting early
  • 2:44---There is a huge educational piece missing in the next generation of finance
  • 3:15---What does it mean to be a Certified Financial Planner (CFP)?
  • 4:40---What to look forward to in Simplifynance
  • 5:17---Balance is an important part of life and good finances

3 Key Points:

  1. Introduction to Simplifynance community advisor Nate Ollish.
  2. Nate is happy to be a part of the community and looks forward to discussing finance with the next generation. He believes starting early is key.
  3. Balance is a key part of financial success.

Tweetable Quotes:

- "There is a lot of power in starting early." –Nate.

- "I am at the same stage of life of my clients." –Rachel.

- "Maintaining your finances in order is just one piece o the puzzle to having a successful life and maintianing balance in life" –Nate.

Resources Mentioned:

  • simplyfinance.com

  • Contact Information:
  • Rachel Stewart
  • Nate Ollish
...more
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Simplifynance PodcastBy Bill Bush and Rachel Stewart