On this episode, Kendall and Alex sit down with Joe Conroy, Owner of Harford Retirement Planners and a Certified Financial Planner™. They talk about the challenges of running and growing a financial planning business, what separates the HARP team from the competition, and we probably made Joe book an extra therapy session after Plead the Fifth!
Joe Conroy was recently named to InvestmentNews’ nationwide 40 under 40 club. He is the author of Decades and Decisions: Financial Planning at Any Age. He has also been featured in publications such as The Wall Street Journal, Kiplinger, Yahoo! Finance, and the Baltimore Business Journal. Joe currently lives with his wife Jane and their three children in Bel Air, MD.
OUR GUEST – JOE CONROY
https://www.harfordretirement.com
E: info@harfordretirement.com
P: 443.567.5322
F: 410.946.6296
Facebook: https://www.facebook.com/HarfordRetirementPlanners/
TikTok: https://www.tiktok.com/@joeconroyharp
YouTube: https://www.youtube.com/@HarfordRetirement
LinkedIn: https://www.linkedin.com/in/josephconroycfp/
SPILLING REALTY PODCAST
https://anchor.fm/spillingrealty
Instagram: https://instagram.com/spilling_realty
TikTok: https://www.tiktok.com/@spillingrealty
KENDALL GRAY – CO-HOST – REALTOR®
https://www.nextsteprealtymd.com/realestate/agent/kendall-gray/
Instagram: https://www.instagram.com/kendall_kathryn
Facebook: https://www.facebook.com/kendallkgray
ALEX THOMAS - CO-HOST – LICENSED MORTGAGE LOAN ORIGINATOR
https://linktr.ee/marylandmortgagedad
YouTube: https://www.youtube.com/@marylandmortgagedad
TikTok: https://www.tiktok.com/@marylandmortgagedad
Instagram: https://www.instagram.com/marylandmortgagedad/
Twitter: https://www.twitter.com/marylandmtgdad
Facebook: https://www.facebook.com/alex.thomas.08
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