Episode 5: The Power of Discovery in Achieving Financial Fulfillment
Wealth Harmony with April Turch, Episode 5
In this episode of Wealth Harmony, April Turch speaks with Kevin Ostergaard, a Senior Financial Advisor at Wolf Group Capital Advisors. Kevin's career journey began in the insurance industry and evolved into the investment management space. With over 11 years of experience, he has been instrumental in helping clients achieve financial fulfillment at WGCA and mentoring the next generation of investors.
Tune in to the episode to hear about:
* Kevin's Journey: Kevin has 11 years of financial industry experience, transitioning from insurance to a large RIA in Washington D.C.
* Understanding Financial Planning: It involves recognizing clients' diverse goals like buying homes or retiring, and crafting tailored plans considering income, expenses, and trade-offs.
* The Importance of Discovery: Through in-depth discovery, planners align recommendations with clients' values, aspirations, and life stages.
* Challenges in Financial Planning: Clients face challenges like the "keeping up with the Joneses" mentality and struggle with implementing plans effectively.
* Empowering Clients: Financial planners provide tools and guidance, empowering clients to make informed decisions and take control of their financial futures.
* Definition of Wealth Harmony: Kevin defines it as finding peace and satisfaction in one's financial situation, embracing abundance while seeking balance and contentment in life.
Learn more about Kevin Ostergaard:
* Connect with Kevin Ostergaard on Linkedin: https://www.linkedin.com/in/kevin-ostergaard-cfp%C2%AE-cima%C2%AE-57a46631/
* Connect with Wolf Group Capital on Linkedin: https://www.linkedin.com/company/wolfgroupcapitaladvisors/
* Visit Wolf Group Capital’s website: https://wolfgroupcapital.com/
Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.
Watch more episodes of Wealth Harmony:
YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU
Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327
Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D?si=ku56CGqoTeaVt38FDeWD7Q
Amazon: https://music.amazon.com/podcasts/09eb7f3e-8d82-462d-84b5-4eb2d86bfb47/wealth-harmony
Website: https://wolfgroupcapital.com/podcast-wealth-harmony
Connect and learn more from your host, April Turch:
* Website: https://wolfgroupcapital.com/april-turch
* LinkedIn: https://www.linkedin.com/in/aprilturch/
* Email: aturch@wolfgroupcapital.com
DISCLAIMER: The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.