The Importance Of Having A Personal Finance Process: Interview with Bryan Kuderna
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 24 November 2023
⏱️ 66 minutes
🧾️ Download transcript
Summary
It is important to have a personal finance process if you want to have success with your household finances. Most people only focus on their investments and ignore everything else. This is a mistake.
We interview Bryan Kuderna to discuss how you can improve your financial health.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
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For more information, visit the show notes at https://moneytreepodcast.com/personal-finance-process-bryan-kuderna
Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.8 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:11.3 | Hello, Smart Money Tree Podcast listeners. |
| 0:13.3 | Welcome to this week's show. |
| 0:14.5 | My name's Kirk Chisholm and I will be your host. |
| 0:16.6 | So today I'm joined with Brian Koderna. |
| 0:18.9 | How are you doing, Brian? |
| 0:20.0 | Hey, thanks for having me on the show. |
| 0:21.7 | Thanks for coming on the show. |
| 0:22.9 | So why do you tell us a bit about your background? |
| 0:25.3 | I'm a financial advisor. |
| 0:26.7 | I've been doing this since 2008. |
| 0:28.7 | It's a job I got into right out of college. |
| 0:31.4 | And I'm really like the entrepreneurial spirit of it, built up my own private practice. |
| 0:36.1 | Focus mostly in the medical space and about half my |
| 0:39.8 | line of business is insurance and about half is assets under management, license and insurance |
| 0:45.3 | and investing. That's what I do. That's me in a nutshell professionally. And then I have my |
| 0:49.9 | podcast and my books and lots of other ventures that I enjoy doing that are kind of ancillary to |
| 0:55.8 | my wealth management business. What kind of brought you into wealth management? |
| 1:01.4 | It's funny if we kind of rewind the clock, like when I was in college, I first started at the |
| 1:06.3 | University of Tampa and I was a marketing major. Then eventually I transferred to the college in New Jersey. |
| 1:12.1 | And when I got there, this is kind of an oral sidebar, but I ended up having an interview with |
... |
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