Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere

Joel Cavaliere is a Financial Advisor at Blue Heron Capital based out of Denver, CO, and he joins the show today to discuss his path to becoming a financial planner. He also highlights his transition within the industry, revealing how he navigates the challenges of working with an older clientele and confronting ageism. If you are concerned that you might be too young to work with retired clients, this is an episode for you! Listen in as Joel delves into his journey, from his academic choices and early hesitations in the insurance sector to his strategic move to a boutique retirement firm post-graduation. You'll hear his future aspirations, what it's like to develop a retirement plan, and tips for budding financial planners. You can find show notes and more information by clicking here: bit.ly/3DIb1zr