How Much Can I Make? with Mirav Ozeri
Playing the Long Game - Financial Advisor
If you think Financial advisor is only about investing think again. In this episode, Mirav chats with Donna Stefans, a seasoned financial advisor, who breaks down the real job of a financial planner. From protecting your assets to securing your rights, Donna shares invaluable tips on how financial planning supports you from age 18 through retirement—and beyond. This isn’t just about growing wealth—it’s about safeguarding your future at every stage of life.
Topics
00:20 Introduction
01:44 You're just advising people how to invest, right? (Wrong!)
02:46 A holistic approach to clients
04:45 Does inflation help or hurt your clients?
05:18 Advice for young people looking to save
08:35 Start saving now, play the long game
09:40 Challenges of the job
11:42 It's not just portfolio management
12:40 Estate planning and elder law
16:40 The right age to start planning finances
18:44 Seeing the results of smart choices
19:21 Keep up with the markets
21:47 How do you get paid?
22:56 Is AI threatening the job?
24:11 Advice for becoming a financial advisor
Resources
U.S. News - How to Become a Financial Advisor
U.S. Bureau of Labor Statistics - Financial Advisor
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Music credit: Kate Pierson & Monica Nation
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