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financial advisor Archives - Play Your Position Podcast

Posts Tagged ‘financial advisor’

Sean Adams on Challenging Conventional Wisdom about Building Your Wealth

In 12 years of owning multiple small businesses, Sean Adams felt overwhelming stress stemming from the government and banks having control over his income. Consequently, he consumed hundreds of books, interviews, and courses to learn as much as he could about finance and discovered the ultra-rich had insider knowledge about protecting and growing wealth. Sean…

Judy DeFeo on Making the Most of Your Money

Judy DeFeo is passionate about the freedom and opportunities she brings to her clients. With 20 + years of financial industry experience, there’s no one better positioned to help small to midsize businesses leverage the power of cloud accounting software to help ease their accounting burden. Judy DeFeo spent 15 years with Goldman Sachs in…