Live Life Forwards, Understand It Backwards, with Tommy Doerfler (Finances, Leadership, Music, Mindset)
vor 2 Jahren
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vor 2 Jahren
Guest host Stephanie Maas has felt like a bad sister lately, so
she places a call via The Action Catalyst to her brother, Tommy
Doerfler, CPA, CFP, CEPA, who reminisces about going from a
college dropout, to a drummer touring the country in a van, to
geeking out over numbers, breaking his body in endurance
challenges, living up to your own belief system, the merits of
conversation vs communication, and never losing your childhood
curiosity.
Mentioned in this episode:
This episode is presented by Lighthouse Wealth Group. *Investment
advisory services offered through SageSpring Wealth Partners, an
independent registered investment adviser. SageSpring Wealth
Partners and Lighthouse Wealth Group are not registered broker
dealers are independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services,
Inc., member FINRA/SIPC. Representatives may not be registered to
offer securities and advisory services in all states. *Any
opinions are those of The Action Catalyst and not necessarily
those of Raymond James. Expressions of opinion are as of this
date and are subject to change without notice. Investing involves
risk and you may incur a profit or loss regardless of strategy
selected. Registered branch address / phone number: 801 Crescent
Centre Drive Suite 600 Franklin, TN 37067 615-861-6103
Lighthouse Wealth Group
This episode is presented by Lighthouse Wealth Group. *Investment
advisory services offered through SageSpring Wealth Partners, an
independent registered investment adviser. SageSpring Wealth
Partners and Lighthouse Wealth Group are not registered broker
dealers are independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services,
Inc., member FINRA/SIPC. Representatives may not be registered to
offer securities and advisory services in all states. *Any
opinions are those of The Action Catalyst and not necessarily
those of Raymond James. Expressions of opinion are as of this
date and are subject to change without notice. Investing involves
risk and you may incur a profit or loss regardless of strategy
selected. Registered branch address / phone number: 801 Crescent
Centre Drive Suite 600 Franklin, TN 37067 615-861-6103
Lighthouse Wealth Group
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