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Leading with Passion: How Undrea Smith Helps Clients Own Their "WHY" in Retirement

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Manage episode 376370024 series 3434301
Content provided by WIFS. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WIFS or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode Counting on Her episode, Sue Kuraja interviews Undrea Smith, a financial advisor and motivational speaker.
Undrea shares his journey of discovering his "why" and the events in his life that shaped his purpose in helping clients plan for retirement and leave a legacy.
Undrea's personal experiences with the loss of loved ones and the financial struggles they faced inspired him to start his own practice and provide comprehensive retirement planning services.
The episode also discusses the upcoming member appreciation event by NAIFA Arizona, highlighting the importance of in-person networking and connection after a period of remote interactions.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 376370024 series 3434301
Content provided by WIFS. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WIFS or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode Counting on Her episode, Sue Kuraja interviews Undrea Smith, a financial advisor and motivational speaker.
Undrea shares his journey of discovering his "why" and the events in his life that shaped his purpose in helping clients plan for retirement and leave a legacy.
Undrea's personal experiences with the loss of loved ones and the financial struggles they faced inspired him to start his own practice and provide comprehensive retirement planning services.
The episode also discusses the upcoming member appreciation event by NAIFA Arizona, highlighting the importance of in-person networking and connection after a period of remote interactions.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!

  continue reading

33 episodes

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