Tag Archives: Goals

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24. What Are You Willing to Give Up to Achieve Your Passions? With Helen Gomez-Andrews & Chris Andrews

education, finance, financial, retire, retirement, Uncategorized, , , , , ,

What is stopping you from taking the first step toward reaching your passions and goals? Are you willing to give up the things that might be holding you back?

In this episode, Charlie Epstein is joined by Helen Gomez-Andrews and Chris Andrews to speak about their story of leaving their life in Brooklyn to chase after their goals. Charlie, Helen and Chirs speak about the event that happened in Helen and Chris’s life that made them challenge their norm, and pursue their passion to build a cannabis business. 

Helen & Chris discuss:

  • The life event that caused them to change their life perspective and go after their passion
  • What made them interested in cannabis, specifically edibles
  • How they traded their Brooklyn home for a cannabis warehouse
  • Where they see their success in three years
  • And more

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22. Don’t Fall Victim to Life’s Disruptions with Ross Marino

education, finance, financial, retire, retirement, Uncategorized, , , , ,

Let’s face it, no amount of planning is ever going to address every single disruption that will happen during your lifetime.

It’s all about how you respond to these disruptions and adapt that is truly going to matter.

In this episode, Charlie Epstein is joined by Ross Marino to discuss facing life’s unexpected challenges head-on. The duo share real life stories about facing disruptions – like the COVID-19 pandemic – and how they were able to change their mindsets to tackle them. 

Ross discusses:

  • The story of his life disruptions and how he pushed through them
  • How his perspectives were changed as a result of life’s challenges
  • Your responsibility as a financial planner to understand the changes in your client’s lives
  • Why you should be living life in the present – not the past
  • And more

Resources:

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About Our Guest:

Ross’ fascination with business and investments started in the 9th grade, when he received a copy of Money Magazine as a birthday gift. That fascination led to his career as a financial planner. He founded Transitus Wealth Partners, which has helped individuals, families, and business owners make decisions through life transitions for over 30 years. In 2010, Ross founded Advisor2X™ to help other advisors grow their individual & family financial planning and employer plan practices. Advisor2X™ has hosted over 1,000 events in 40 cities for over 30,000 advisors.

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