Ep. 112 | Choosing the Right Financial Advisor | John Wortman & Justin Padgett
About this episode
This episode features a discussion on financial planning for business owners with insights from the CEO and President of Valeo Financial Advisors.
On this episode of MB2 Underground, Joe Fox welcomes John Wortman, CEO of Valeo Financial Advisors, and Justin Padgett, President of Valeo, for a conversation about financial planning from a business owner's perspective. The discussion covers everything from entrepreneurship and long-term wealth building to evaluating opportunities, managing risk, and finding the right financial advisor. Whether you're growing a practice, planning for the future, or simply looking to make more informed financial decisions, this episode offers great advice from the brilliant minds behind Valeo Financial Advisors. Visit https://valeofinancial.com/ to learn more! ------------------------------------------------------------------------ Subscribe & Listen: Spotify: https://open.spotify.com/show/69Dz26hgC9D6YqwN8JMDBV Apple Podcast: https://podcasts.apple.com/us/podcast/mb2-underground/id1747349567 ---------------------------------------------------------------------- Follow MB2 Dental on Social: MB2 Dental: mb2dental.com Instagram: instagram.com/mb2dental Facebook: facebook.com/mb2dental YouTube: youtube.com/@mb2dental LinkedIn: linkedin.com/mb2-dental
People in this episode
Host: Joe Fox
Guests: John Wortman, Justin Padgett
Mentioned in this episode
Organizations: Valeo Financial Advisors, MB2 Dental
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