This week, we’re taking a break from taxes and market talk to ask the real question: What was your favorite thing to do as a kid? Get ready for a trip down memory lane with Tad, Toni, and Tyler, complete with coat-rack microphones and backyard army battles. Toni spills the tea on how she got her brother in trouble every single night, Tyler confesses to using Shannon as his personal roadie, and Tad? Let’s just say one busted Led Zeppelin record nearly got him banned from his sister’s room forever.
This episode is a reminder that behind every retirement plan is a real person who once lip-synced to Hannah Montana or launched a full-scale attack on a platoon of plastic soldiers. If you’ve ever wondered what your financial planning team was like before 401(k)s and Roth IRAs, this episode gives you a front-row seat. It’s a lighthearted look at the childhood roots that shape how this team shows up today, with humor, heart, and a deep love for helping families.
Here’s what we discuss in today’s show:
🥾 Tad’s backyard army man warfare tactics
🧸 Tyler and Shannon’s pop star performances
🤐 How Toni kept her brother in trouble (and her halo intact)
👨👩👧👦 The heart behind the retirement planning team
🏰 Imagination > iPads: growing up without screens
Key Takeaway
"My favorite thing was listening to music and dancing around the room singing into the coat rack."
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
Popular Podcasts
NFL Daily with Gregg Rosenthal
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com