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Judah Piano: Be Comfortable with Failure

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Manage episode 440378471 series 3504649
Contenu fourni par Paul Blanco. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Paul Blanco ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Judah Piano, CFP® | CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Be Comfortable with Failure

Bio

Growing up, Judah had the motto “ask every question, question every answer”. Although that made parenting difficult at times, it created the foundation for his love to investigate, analyze, and communicate his discoveries. He also had a thirst for education which continued through college where he applied his communication skills to translate complex concepts (like finance) into simple yet functional steps for his colleagues to understand. Once Judah realized he could build a career around this same process, it was destiny.

Empowering others to focus on what brings them joy and prosperity is Judah’s primary goal. Finances are often a stressful topic that many people avoid, and he understands the trust it takes for clients to share personal details about their lives. To help create enjoyable conversations that are also productive, he brings a refreshing sense of levity and humor whenever possible.

Judah believes that every dollar should have a purpose and does not use a “cookie cutter” approach to financial planning. As a client, you will feel his team’s passion for their work and a dedication to act in their clients’ best interest.

Many of Judah’s professional relationships start during transition periods, such as:

  • Job changes
  • Family planning
  • Real estate transactions
  • Income planning for retirement
  • Tax consequences of a business sale/purchase
  • Inheritance and estate planning

Judah graduated from Western Washington University with degrees in finance, economics, and international business. Since he began his career in 2012, Judah has proudly earned the CERTIFIED FINANCIAL PLANNER™ professional designation and been nationally recognized for his leadership and client impact.

Judah is a Seattle native, currently residing in the Queen Anne neighborhood with his wife, Katie, and their Golden Retriever, Hendrix. He is tirelessly energetic and enjoys running, cooking, and playing tennis. In the winter months, they escape to California and split their time between La Quinta and Santa Barbara.

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202709-7120942

  continue reading

57 episodes

Artwork
iconPartager
 
Manage episode 440378471 series 3504649
Contenu fourni par Paul Blanco. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Paul Blanco ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Judah Piano, CFP® | CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Be Comfortable with Failure

Bio

Growing up, Judah had the motto “ask every question, question every answer”. Although that made parenting difficult at times, it created the foundation for his love to investigate, analyze, and communicate his discoveries. He also had a thirst for education which continued through college where he applied his communication skills to translate complex concepts (like finance) into simple yet functional steps for his colleagues to understand. Once Judah realized he could build a career around this same process, it was destiny.

Empowering others to focus on what brings them joy and prosperity is Judah’s primary goal. Finances are often a stressful topic that many people avoid, and he understands the trust it takes for clients to share personal details about their lives. To help create enjoyable conversations that are also productive, he brings a refreshing sense of levity and humor whenever possible.

Judah believes that every dollar should have a purpose and does not use a “cookie cutter” approach to financial planning. As a client, you will feel his team’s passion for their work and a dedication to act in their clients’ best interest.

Many of Judah’s professional relationships start during transition periods, such as:

  • Job changes
  • Family planning
  • Real estate transactions
  • Income planning for retirement
  • Tax consequences of a business sale/purchase
  • Inheritance and estate planning

Judah graduated from Western Washington University with degrees in finance, economics, and international business. Since he began his career in 2012, Judah has proudly earned the CERTIFIED FINANCIAL PLANNER™ professional designation and been nationally recognized for his leadership and client impact.

Judah is a Seattle native, currently residing in the Queen Anne neighborhood with his wife, Katie, and their Golden Retriever, Hendrix. He is tirelessly energetic and enjoys running, cooking, and playing tennis. In the winter months, they escape to California and split their time between La Quinta and Santa Barbara.

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202709-7120942

  continue reading

57 episodes

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