41. Nader Yassa - Founder/ CEO of LifeStyle Plan Artwork

Curiosity with Kristen

Here you’ll hear real conversations with every day people making a difference, living their purpose, being parents, trying their best and sharing their knowledge of life experiences, both professionally and personally. You’ll also hear from executives about their companies and what cool things they are doing plus how they are navigating their companies and people forward. Each episode is unique and covers wide ranging topics that give my guests an opportunity to share what they have learned, are learning and continuing to learn. Along with their wisdom, hope and some great stories too!

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Curiosity with Kristen

41. Nader Yassa - Founder/ CEO of LifeStyle Plan

November 30, 2024 • Kristen Revell

In this episode, I interview Nader Yassa. I've had the pleasure of knowing Nader for over 25 years and have watched him as CFO at corporate jobs, including CEO/CFO for one of the largest flight academies located in Arizona. Not to mention he lived on an airstrip with his plane at his house! He is a CPA from KPMG, one of the Big 4 CPA firms and spent time in real estate. Needless to say, he is a smart guy! But what really makes Nader stand out is his unwavering love for his family, for youth, for his church, for always giving back and for helping anyone and everyone with their personal finance journey. Nader currently lives in Texas building a ranch from scratch, has lived in multiple states and immigrated with his family from Egypt when he was young. His wife, Diane, and Nader started Sage Financial Strategies over 20 years ago to help couples and families with their personal finances. Sage has transitioned to LifeStyle Plan and he created live online classes for anyone to help improve their financial wellness on the platform Maven. You can click on this link: Complete Financial Wellness Workshop to join the class and start your own personal financial wellness journey. There is a promo code for listeners of this podcast to save $100 off the course, which is $197, by typing "CWK100". Enter it when signing up for the initial class. Enjoy both this exciting episode and kick off your financial wellness journey with Nader Yassa. You won't regret it!

Find me on LinkedIn @ www.linkedin.com/in/krev/
www.therevellgroup.com