Tim Borody is back for another episode of Your Life and Money to kickstart the year with an exciting announcement for the Advice First community. In this episode, Tim is joined by our newest team member, Nick Smith, to discuss the importance of aligning your career and family life with your core values—because we believe financial planning is about more than just numbers; it’s about your life.
A New Chapter in Life-Centered Planning
- A Strategic Career Transition: Nick shares his journey from a career in the turf industry and horticulture to financial planning, driven by a desire for professional longevity and a schedule that supports his new marriage.
- The "Passenger Seat" Philosophy: Inspired by watching his father’s career, Nick discusses his passion for walking alongside clients through their life transitions and helping them achieve rewarding milestones, like purchasing a first home.
- Faith and Financial Wellness: The duo explores how biblical wisdom and open communication can reduce financial anxiety, helping couples move from "information overload" to total clarity and contentment.
As we welcome a new generation to the Advice First team, tune in to hear how Nick’s fresh perspective and dedication to financial well-being can help you keep planning for the life you deserve.
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