390: Setting and Scoring Financial Goals with Pete Huryk
Manage episode 411208991 series 2894821
Setting and Scoring Financial Goals is a basic guide for any soccer fan who wants to understand personal finance better. The consistent sports metaphor explains intimidating concepts such as "small cap stocks" with ease for anyone who understands "the beautiful game." Although it may seem complex, finance is simply a game like any other with players, strategies, and results. In order to win the game, it's necessary first to understand it and this book is a great first step!
Fill Your Boots was Pete Huryk’s first book. Intended for high school-age soccer players, it is filled with life lessons that overlap with the game of soccer. The book can be read as a whole or read section by section depending on the needs of the individual.
In his sophomore work, Soccer Life Balance, Pete took a more methodical approach to individual achievement. Using facets of the game as metaphors for different aspects of life and their systematic improvement, Soccer Life Balance is a resource manual for taking steps toward being a better version of one’s self.
Chris Schaefer is a senior advisor at a boutique wealth management firm based outside of Washington, D.C. with over 20 years of experience. As a senior advisor, Chris manages all aspects of his client relationships and works closely with the firm's investment management, portfolio operations and client services divisions.
Previously, Chris spent five years at PricewaterhouseCoopers LLP in the audit and assurance services group. His specialization was in financial services, with expertise in the banking and mortgage banking industries. While there, he also gained experience in investment management, real estate and insurance.
Chris holds a B.B.A degree, cum laude, from Loyola University Maryland, where he was a member of the Beta Alpha Psi (Accounting), and Beta Gamma Sigma (Business) honor societies.
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