Straight To The Point:

Through years and years of working in the financial world, we’ve relied on all different types of resources to help us along they way.

Today, Chris will pull back the curtain a bit to share some of the books, people, and relationships that have benefited his growth as a CPA and a financial advisor. Hopefully you’ll get a better understanding of our business but also pick up a tip or two for improving your financial literacy.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.

3:18 – Picking up advice from the ‘celebrity’ financial experts

6:46 – Recommended books

9:00 – What influence did Chris’ parents have on his view on money?

10:52 – Friends

13:22 – Professional relationships

15:17 – How has your view of money changed with age?

18:31 – Is technology today good or bad for financial literacy?


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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