EPISODE · Jun 12, 2026 · 54 MIN
Ep 31: From Paraplanner to Financial Advisor Through Life’s Hardest Lessons with Steve Reents
from What Works - 2,500+ Years of Experience in Financial Planning · host Don Patrick
What does it take to build a long-term career in financial planning when life doesn’t go according to plan? In this episode, Steve Reents, Senior Financial Advisor at Gaynes Financial Services, opens up about his journey from growing up in Illinois to building a career in Atlanta’s financial services industry—while navigating major life transitions along the way.Listen in as Steve shares how he moved through roles in banking, paraplanning, and financial advisory work, as well as how those experiences shaped his approach to clients today. You'll hear about the personal challenges that redefined his perspective on life, resilience, and what truly matters when it comes to money, planning, and family. This conversation explores not just the technical side of financial planning, but also the human side that sits behind every decision.
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Ep 31: From Paraplanner to Financial Advisor Through Life’s Hardest Lessons with Steve Reents
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