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Judy Tocco: The Big Deal
Manage episode 445610576 series 3568645
Sisällön tarjoaa Slightly Disappointed Productions. Slightly Disappointed Productions tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Join us as we uncover the remarkable journey of Judy Tocco, the President and CEO of Aspire Wealth Partners. Judy's story is one of transformation and adaptability, revealing how she pioneered a position from VP of Operations at a credit union to becoming a Certified Financial Planner and starting her own wealth management company. Her narrative is an inspiring testament to creative thinking and the power of seizing opportunities even when they come in unexpected forms.
Judy discusses her thoughts on the evolution of the financial industry and the landscape of investing today, including meme stocks and the rise of digital currencies. Judy's candid discussion also sheds light on the challenges women face in finance and the potential of women-led firms to excel. Don't miss this captivating episode that not only chronicles a career in finance but also offers invaluable lessons on resilience, leadership, and never being afraid to fail.
www.slightlyprod.com
Luvut
1. Life as a Financial Planner (00:00:00)
2. Career Transition (00:04:11)
3. Evolution of Financial Industry (00:17:26)
4. Market Analysis and Fiduciary Standard (00:21:10)
5. Retirement Reflections and Future Plans (00:29:15)
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