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Shaun McDuffee: Getting Out of Your Comfort Zone

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Manage episode 412804688 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco 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.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Shaun McDuffee, AEP, CLU, ChFC®, CEPA | Senior Vice-President | North Star Resource Group - Founder | President | Twin Oaks Advisors

Podcast Episode Description: Getting Out Of Your Comfort Zone

Bio: I have been assisting physicians and their families since 1990 and I am proud to say that through my guidance I have been blessed to help thousands of physicians overcome the financial challenges that are unique to their career. Being a Senior Vice President with North Star Resource Group has allowed me the exciting opportunity to help shape the company’s direction. Through our unique leadership strategy North Star has become one of the largest independent financial services firms in the world.

Hired right out of college by North Star, after finishing undergraduate work at the University of Wisconsin. Right after graduation I moved to Minneapolis, MN to begin my career with North Star Resource Group and never looked back. In the more than quarter of a century that I have belonged to the North Star family, I found and married my partner in crime, Kristen and together we are raising 3 beautiful daughters in Austin Texas.

Many Universities and teaching hospitals have invited me to speak about these topics and more. Helping physicians protect their families and keep more of their hard-earned money is what I am passionate about.

In 2006 my wife, Kristen, and I founded the McDuffee Family Foundation to aid children's causes in the communities where we have lived and I gratefully sit on the board of the Scott Richards North Star Charitable Foundation. In 2013 I founded an organization called Stop Alzheimer’s Now. There is no cure for Alzheimer’s and finding one is very personal to me.

CRN202704-6332128

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 412804688 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco 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.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Shaun McDuffee, AEP, CLU, ChFC®, CEPA | Senior Vice-President | North Star Resource Group - Founder | President | Twin Oaks Advisors

Podcast Episode Description: Getting Out Of Your Comfort Zone

Bio: I have been assisting physicians and their families since 1990 and I am proud to say that through my guidance I have been blessed to help thousands of physicians overcome the financial challenges that are unique to their career. Being a Senior Vice President with North Star Resource Group has allowed me the exciting opportunity to help shape the company’s direction. Through our unique leadership strategy North Star has become one of the largest independent financial services firms in the world.

Hired right out of college by North Star, after finishing undergraduate work at the University of Wisconsin. Right after graduation I moved to Minneapolis, MN to begin my career with North Star Resource Group and never looked back. In the more than quarter of a century that I have belonged to the North Star family, I found and married my partner in crime, Kristen and together we are raising 3 beautiful daughters in Austin Texas.

Many Universities and teaching hospitals have invited me to speak about these topics and more. Helping physicians protect their families and keep more of their hard-earned money is what I am passionate about.

In 2006 my wife, Kristen, and I founded the McDuffee Family Foundation to aid children's causes in the communities where we have lived and I gratefully sit on the board of the Scott Richards North Star Charitable Foundation. In 2013 I founded an organization called Stop Alzheimer’s Now. There is no cure for Alzheimer’s and finding one is very personal to me.

CRN202704-6332128

  continue reading

47 episodes

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