The Break - with Michael Gardon

Using Financial Planning As A Tool To Intentionally Design Your Life With Richard Archer

09.25.2023 - By Michael GardonPlay

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#487: Career change, fear and money. Those concepts are tightly interlinked. Much of my work is trying to break the traditional conceptions of this trinity, so we can step boldly forth on our path. I’ve wanted to get the financial perspective nailed down for some time, but haven’t found a financial expert that could really smash the way we think about money in times of change. Until now. Richard Archer is a Chartered Financial Analyst and Certified Financial Planner for ambitious, driven, and intentional professionals. He helps people make big financial decisions and transitions with confidence. Richard believes money is a tool and he helps his clients use their money to live authentic lives, not just save it for retirement. In fact he says, “if you die with $5M in the bank, I’ve failed.” Richard is here for all the exciting and courageous conversations around money, fear, risk, investment and using it as a tool to intentionally design your life. Welcome to the show, Richard of Archer Investment Management.

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