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

03/08/24 • 38 min

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

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

Previous Episode

Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen

Maria Sotomayor and Drew Friesen are the 2022 and 2023 recipients of the New Planner Recruiting Tuition Reimbursement scholarship, and they join the show today to discuss their respective journeys into the financial planning profession. If you are a new or soon-to-be college graduate, this is an episode you won’t want to miss!

Listen in as Maria and Drew discuss their entry into the field, including their educational paths and future aspirations to utilize their degrees to help others. They also share insights into their understanding of financial planning, their roles within it, their biggest fears about joining the profession, and what excites them the most.

You can find show notes and more information by clicking here: https://bit.ly/49shD2Q

Next Episode

Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

Joey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to business and used a personal connection to leverage an internship that ultimately set him on the path to becoming a planner.

Listen in as Joey opens up about how being raised by a dedicated single mom, who made numerous sacrifices, inspired his unique path. He also talks about the pursuit of his CFP certification, explains his strategic move to a smaller RIA, and offers valuable advice for new planners entering the field.

You can find show notes and more information by clicking here: https://bit.ly/3V9c05I