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Paula Hogan, author, pioneer and entrepreneur in personal financial advising

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Manage episode 328064765 series 3330676
Content provided by Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie 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.

Paula Hogan describes her early experience with finance, growing up with a father who pioneered concepts of variable annuities. After graduating college, Paula thought she would enter a health policy field, but came to begin financial advising while living in Texas. Learn how Paula chose to embrace ideas developed by co-host Zvi Bodie, how she built her own personal financial advising practice and ultimately sold the practice while continuing to provide financial advice to clients. Her publications and her efforts to promote fiduciary responsibilities of advisers have contributed to improving the financial futures of Americans.

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 328064765 series 3330676
Content provided by Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie 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.

Paula Hogan describes her early experience with finance, growing up with a father who pioneered concepts of variable annuities. After graduating college, Paula thought she would enter a health policy field, but came to begin financial advising while living in Texas. Learn how Paula chose to embrace ideas developed by co-host Zvi Bodie, how she built her own personal financial advising practice and ultimately sold the practice while continuing to provide financial advice to clients. Her publications and her efforts to promote fiduciary responsibilities of advisers have contributed to improving the financial futures of Americans.

  continue reading

36 episodes

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