Bryan Smalley is a Certified Financial Planner (CFP) with a BA from the University of Toledo and an MA from Bowling Green State University. With a focus on “taking the scary out of retirement planning”, Bryan helps his clients focus on all the joys of retirement. Living in New Jersey with his wife and their 4 children, Bryan brings to this episode his perspective on having a single income household, homeschooling, and how these decisions impact your financial life. Of course, there’s more to life than just money, which Ben and Bryan discuss in this episode.
Key Takeaways:
Mentions
🌐 Website: https://corient.com/find-an-advisor?search=bryan&advisor=Bryan+Smalley
👉🏼 LinkedIn: https://www.linkedin.com/in/bryandsmalley/
📚 Is It Better for Moms to Stay at Home? | Deb Meyer: https://www.catholicfinancialplanners.com/is-it-better-for-moms-to-stay-at-home-deb-meyer-podcast/
More of Catholic Money Mastermind:
https://www.catholicfinancialplanners.com/
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.
Bryan Smalley is a Certified Financial Planner (CFP) with a BA from the University of Toledo and an MA from Bowling Green State University. With a focus on “taking the scary out of retirement planning”, Bryan helps his clients focus on all the joys of retirement. Living in New Jersey with his wife and their 4 children, Bryan brings to this episode his perspective on having a single income household, homeschooling, and how these decisions impact your financial life. Of course, there’s more to life than just money, which Ben and Bryan discuss in this episode.
Key Takeaways:
Mentions
🌐 Website: https://corient.com/find-an-advisor?search=bryan&advisor=Bryan+Smalley
👉🏼 LinkedIn: https://www.linkedin.com/in/bryandsmalley/
📚 Is It Better for Moms to Stay at Home? | Deb Meyer: https://www.catholicfinancialplanners.com/is-it-better-for-moms-to-stay-at-home-deb-meyer-podcast/
More of Catholic Money Mastermind:
https://www.catholicfinancialplanners.com/
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.