00:00 - Intro
06:44 - Caring enough to take control of your finances
08:38- Early money experiences and managing student loan debt
12:04 - Starting a practice when failure isn't an option
15:44 - Having a practical plan
17:27 - You can't win money
19:15 - The COO and the CFO
21:41 - Joint and individual goals
24:43 - The importance of financial planning
31:09 - The balance between careers
36:29 - The bar of success
44:29 - Defining non-financial success
46:37 - Defining financial success
49:13 - Sharing the love of sports across generations
READ DOUG AND HEATHER'S BLOG
https://thejointaccount.beehiiv.com/
FOLLOW HEATHER ON TWITTER
https://twitter.com/averagejoelle
FOLLOW DOUG ON TWITTER
https://twitter.com/dougboneparth
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094