From Cold Calls To Financial Freedom: Jason Braatz's Journey Millennial Outliers podcast

From Cold Calls to Financial Freedom: Jason Braatz's Journey

14d ago 54:40

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Join us as we dive into an insightful conversation with Jason Braatz, exploring the nuances of investing, client relationships, and personal values in business. Whether you're an experienced investor or just starting, this episode offers valuable advice for navigating today's financial landscape.

Jason Braatz's decision to join Pine Valley Investments for autonomy and support.
Investment strategies, including caution around buying stocks at all-time highs.
The importance of starting early and maxing out 401(k) contributions for young investors.
Utilizing golf and common interests to build and vet client relationships.
Reflections on integrating Christian values in business and addressing modern societal challenges.

Connect with Jason Braatz on LinkedIn: https://www.linkedin.com/in/jason-braatz-cfp%C2%AE-3b51674/

Learn more about Braatz Wealth Advisors at https://www.braatzwealthadvisors.com/

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26 episoade

Jason Braatz's decision to join Pine Valley Investments for autonomy and support.
Investment strategies, including caution around buying stocks at all-time highs.
The importance of starting early and maxing out 401(k) contributions for young investors.
Utilizing golf and common interests to build and vet client relationships.
Reflections on integrating Christian values in business and addressing modern societal challenges.