Join us for another engaging episode of Kitchen Table Finance! This week, Nick sits down with Nathan Gardner, an SRB intern and aspiring financial planner, to learn more about his background, experiences, and passion for financial planning. Nathan shares his transition from a small-town upbringing to Michigan State University, his involvement in the university’s Wealth Management Program, and how it shaped his career aspirations.

https://youtu.be/F72HlrqhqD8

Discover how Nathan became inspired by the life planning process and why he’s passionate about making a meaningful impact through financial planning. You’ll also hear his thoughts on navigating market volatility as an intern, the importance of connecting meaning to money, and the future of the financial planning profession.

This episode offers valuable insights for both aspiring professionals and seasoned planners alike!

What You’ll Learn in This Episode

• Nathan’s path from a small-town school to Michigan State University


• How the Wealth Management Program prepares students for the CFP exam


• The impact of the Wealth Management Association on professional growth


• Lessons learned from handling market corrections and client emotions


• Why life planning connects money with meaning in a client’s life


• Advice for students entering the financial planning industry

Connect with Us

👉 Want to learn more about how financial life planning can make a difference? Visit srbadvisors.com.

👉 Have a question or need assistance? Email us at info@srbadvisors.com or call (517)-321-4832.

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Thanks for listening! See you next time at Kitchen Table Finance.