On today's episode, I connect with Ben Hockema CFP, Founder of Illuminate Wealth Management.  Ben is a personal friend as he was our previous financial planner.  We talk through:

  • Ben's early relationship with money 
  • Entering the financial planning industry
  • The importance of a financial plan and being a fiduciary
  • Why Ben and his team fired me and my wife (jokingly!)

If you are in need of a financial planner, feel free to reach out to Ben or find one on NAPFA (https://www.napfa.org)

Ben Hockema, CFP.  Owner of Illuminate Wealth Management

https://www.illuminatewm.com/

This is the Story of Podcast <https://www.illuminatewm.com/podcast-home/>

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Road to Wealth Season 4

Twitter: @roadtowealthpod

Instagram: @roadtowealthpodcast

Feel free to leave a rating and review on your podcast player.

MUSIC 

VISIONS

Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions)

Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz

License: Creative Commons

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