EPISODE · Jan 31, 2025 · 54 MIN
Retiring CFP® Reveals His Biggest Money Lessons | Philotimo: Finances with Friends | Ep. 1
from Philotimo Wealth · host CJ Stevens, CFP® at Philotimo Wealth Management
In this special episode (filmed on January 10th), CJ and Jerry reflect on their careers, share valuable financial insights, and discuss Jerry’s retirement after 27 years as the podcast evolves from Bantering Bosses to its new name: Finances with Friends! Join us for a trip down memory lane as Jerry recalls how he and CJ first met, his journey in finance, and the key lessons he’s learned about money along the way. And as he steps into retirement, Jerry offers his perspective on retirement planning—because the proof is in the pudding! Whether you’re just starting your financial journey or preparing for retirement, this episode is packed with insights for everyone. ❔Who are we? Philotimo (fee.low.tee.mo) Definition: "Friendship and Honour" We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. Jerry Kallitsis and CJ Stevens, are seasoned CFP professionals. With over 50 years of combined experience, we proudly serve 400+ families, working alongside them to learn and grow. Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Get in touch ➭ https://www.philotimowealth.ca/contact Instagram ➭ https://www.instagram.com/philotimowealth/ YouTube ➭ https://www.youtube.com/@philotimowealth Music ➭ Syn Cole - Feel Good [NCS Release] Wealth Management, Financial Planning, Finance, Finance Goals, Canada, Canadian Finance, Personal Finance, Personal Finance Tips
What this episode covers
In this special episode (filmed on January 10th), CJ and Jerry reflect on their careers, share valuable financial insights, and discuss Jerry’s retirement after 27 years as the podcast evolves from Bantering Bosses to its new name: Finances with Friends! Join us for a trip down memory lane as Jerry recalls how he and CJ first met, his journey in finance, and the key lessons he’s learned about money along the way. And as he steps into retirement, Jerry offers his perspective on retirement planning—because the proof is in the pudding! Whether you’re just starting your financial journey or preparing for retirement, this episode is packed with insights for everyone. ❔Who are we? Philotimo (fee.low.tee.mo) Definition: "Friendship and Honour" We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. Jerry Kallitsis and CJ Stevens, are seasoned CFP professionals. With over 50 years of combined experience, we proudly serve 400+ families, working alongside them to learn and grow. Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Get in touch ➭ https://www.philotimowealth.ca/contact Instagram ➭ https://www.instagram.com/philotimowealth/ YouTube ➭ https://www.youtube.com/@philotimowealth Music ➭ Syn Cole - Feel Good [NCS Release] Wealth Management, Financial Planning, Finance, Finance Goals, Canada, Canadian Finance, Personal Finance, Personal Finance Tips
NOW PLAYING
Retiring CFP® Reveals His Biggest Money Lessons | Philotimo: Finances with Friends | Ep. 1
No transcript for this episode yet
Similar Episodes
Apr 6, 2026 ·25m
Mar 30, 2026 ·27m