Paul talks with Chris Walsh, a Certified Financial Planner, about financial planning and how a financial advisor can be a helpful tool. Chris has a passion for what he does and helps people all over the Triangle manage their finances. Chris also created 'Wealth Wise' which is a great tool for younger professionals to start investing.
“We started Wealth Wise in 2017 because professionals require different things out of their financial advisor to be successful. We offer financial planning that is transparent, collaborative and focused on issues relevant to you." - Chris Walsh
PlanWell
Do you have trouble trusting lawyers? So do we...
Paul Yokabitus is an Estate Planning Lawyer in Cary, NC and he'll be your host on the show.
We know, it sounds like a bore... who wants to listen to an old man talk about estate planning on a podcast? Well that's not exactly what we're doing here.
Paul is not an old man and he refuses to put on a suit & tie. He's switching up the whole "traditional" lawyer thing. (Don't worry, he's practiced for over 10,000 hours so he knows what he's doing.)
Sure we'll talk about estate planning but we're going to apply what's actually going on in the world today. We'll also have some other professionals on the show to talk shop about their perspective fields.
Sit back & crack a cold one if you want. Who knows, maybe you'll learn a thing or two.