We’re excited to welcome you to the first episode of our podcast, which we hope will be a great place for you to learn more about us and allow us to pull back the curtain a bit on what we do day-to-day for our clients.

On this episode:

To kick things off, we want to introduce you to the host of the show and our business. This episode will give you some of the backstory on Eric and how he got into the financial planning business, and it will also provide a better understanding of our holistic approach for every person we work with.

We’ll break the show up into three categories: the business, the person, and the podcast. Hopefully this will lay the foundation for what’s to come so please hit subscribe if you like what you hear!

Here are some of the things you’ll learn in this episode:

• What does it mean to be a Retirement Income Certified Professional? (2:14)
• How the Golden Rule really drives the Judy Financial Group.  (3:51)
• How helping his mom years ago motivated Eric to get into financial planning business.  (6:39)
• Eric’s growing addiction to pickleball to go along with golf. (11:18)
• What we hope you learn from the podcast. (16:28)