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Scott Whatley: Climbing the Financial Mountain, From Working-Class Roots to Retirement Readiness Mastery
Manage episode 415305118 series 3476788
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Embark on a journey up the financial mountain with Scott Whatley, the venerated president of Paradigm Capital Group, who graciously steps into our virtual studio to illuminate the path to fiscal wisdom. Scott skillfully dissects the vital components of financial planning and retirement strategies, underscoring the immense value of being knowledgeable about one’s investments. As you listen, you'll be equipped to tackle the four pivotal financial questions that could make or break your retirement dreams. No matter where you stand on your financial voyage, Scott's expertise is a treasure trove for anyone aiming to fortify their financial stronghold.
Stripping back the layers, I get candid about my own foray into the finance realm, an odyssey that began amidst my family's economic trials during the 2000s. Raised by diligent parents who clocked in at Hormel meat packers and Shasta beverages, I was privy to the rollercoaster of financial stability and instability. These early life lessons not only sculpted my appreciation for monetary acumen but also steered me towards this very career—to offer guidance through the unpredictable seas of personal finance. Tune in for an authentic and heartfelt narrative that traces a working-class background to a life devoted to financial empowerment.
Paradigm Capital Group is focused on improving a family’s financial futures. This includes retirement planning, budgeting, estate and legacy planning, tax efficiency, college planning, social security optimization, and much more. We take a comprehensive approach when it comes to client’s personal financial plan, bringing Wallstreet concepts to mainstream America. Paradigm Capital Group has experience helping people with few assets, and clients with healthy portfolios. Giving American families a sound financial plan with total transparency.
(727)278-3645
www.paradigmcapitalfl.com
Kapitel
1. Financial Planning Firm Paradigm Capital Group (00:00:00)
2. Finance Guy's Personal Story (00:09:44)
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