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June 24, 2022 • 54 mins

Throughout the last two years of Boston's Best, I have interviewed over ninety-nine guests to find what sets their businesses apart from their competition. I've learned how they have risen above the inevitable challenges, what it takes to be an exceptional leader in any given industry, and what success means to them.

Now, in honor of Boston's Best 100th episode, I'm switching things up. To celebrate this milestone, Matt Ramey, Owner of Concept Properties and former guest (Ep. 055), takes the lead as Podcast Host as he interviews me about my entrepreneurial journey as a Financial Planner, Investment Educator, and Wealth Management Author.

Growing up in Stoughton, MA, I learned what it was like to have a hardworking mindset and an entrepreneurial spirit. From working 30+ hours at Ace Hardware in High School and buying my own car at the age of 16 to selling one of my businesses and buying my first home at the age of 23, I now help lead others in their journey to financial freedom.

As Matt and I discuss the importance of understanding your finances, I share why taking chances at a young age can be beneficial to building your future. I also share the hardest lessons I learned starting my financial business and why you should never wait until it's too late to focus on your financial future.

Topics Discussed:

  • Why building trust with your clients takes time
  • Understanding the long-term compound effect in interest and gains
  • The importance of mentorship in any industry
  • How taking a gap year can help guide you along following your passions
  • Recognizing that goal-setting and levels of success change over time

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