Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh

New Planner Podcast

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6M ago 38:37

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Jason McGarraugh is a Financial Advisor with BentOak Capital based out of Houston, TX, and he joins the show today to share his journey from growing up on a farm to becoming a financial planner. After overcoming academic challenges to excel in graduate school, pass the CFP exam, and succeed in a succession plan with a retiring advisor, Jason's unique path proves that hard work and determination can truly move the needle.

Listen in as he opens up about his early introduction to the field through his grandparents' estate planning, as well as how he transitioned into financial planning after an initial career in the food service industry. You'll hear powerful insights, valuable advice for new planners navigating their careers, and more.

You can find show notes and more information by clicking here: https://bit.ly/4bZmB9k

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