A Mentor's Legacy: Joe's Journey Into Financial Planning

In this special episode of Radio with Mindy, Joe sits down with the woman who inspired his entire career, longtime financial planner and mentor Kathy Gilliland. Together, they share the story of how Joe found his calling, the traits that set him apart early on, and the timeless values that shape successful client relationships. From industry challenges to personal sacrifices, this heartfelt conversation highlights mentorship, trust, and the evolving world of retirement planning. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/