Ride Your Money Wave

Ep. 15 - What does Charles Schwab, a beach resort, and a financial planner have in common?

May 2, 2018

In this episode, I sat down with Nick and Dan to talk about their journey from working in finance to buying and running an established, private beach in California.  Dan filled us in on what was it like to leave the grind behind and what the transition was like to go from a corporate office to a business owner.   Nick helped close the show by offering some incredible valuable and insightful behaviors he uses and teaches to his clients to help them start building their wealth.  We discussed everything some San Francisco property values to our philosophies on credit cards.  If you listen closely, you may even hear "Frankenstein" the cat make a cameo appearance.