The Role of Education in Financial Services with Geoffrey Wallace

Health and Wealth Podcast with Carter & Tim

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball.

• Geoffrey Wallace's Journey into Financial Services
• The Impact of Family Experiences on Career Choices
• Connecting Through Shared Backgrounds
• Transitioning to Mutual of Omaha Mortgage
• The Importance of Education in Financial Services
• Navigating Market Challenges and Opportunities
• The Role of Reverse Mortgages in Financial Planning
• Health and Wealth: Addressing End-of-Life Care
• The Effects of Technology on Mental Health
• Staying Active: The Benefits of Pickleball

Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/

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