Welcome to the Curio Wealth Podcast, your gateway to a world of financial wisdom, wealth management insights, and real life stories. Whether you’re a seasoned professional looking to fine-tune your retirement or a young family eager to learn the ropes, our podcast is your trusted resource. With engaging discussions, experienced interviews, and actionable advice, we’re here to empower you on your wealth-building adventure. Tune in to the Curio Wealth Podcast and take the first step towards a more secure and prosperous financial future.
As financial advisors, our clients are always top of mind. What steps do we take in our day-to-day to help our clients achieve their goals and better their lives? In working with such incredible people, how have our work and personal lives been affected? Host Liz Gillette, CFP®, and Co-Host Stefan Revelo, CFP®, EA, discuss this episode.
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