Welcome back to Don’t Retire… Graduate! Today’s episode offers a behind-the-scenes look at the journey of a financial advisor, featuring a special guest from our own team: Joey Mills, who recently became a Certified Financial Planner™ and is on the path to becoming an associate advisor at BFG Financial Advisors.

I’m excited to introduce Joey, who joined us in 2022 after graduating from Towson University with a degree in Business Administration and a concentration in Financial Planning. Beyond his financial expertise, he’s also a baseball enthusiast who recently checked off a major personal goal: visiting every major league baseball stadium in the country—even though we still haven’t converted him from being a Yankees fan!

5 Key Takeaways:

The Value of Specialized Education: Joey Mills shared how Towson University’s financial planning concentration gave him both a solid foundation and the flexibility to shift from corporate finance to a more people-focused career.
Lifelong Learning Is Essential: Success as a financial advisor requires constant learning—both through formal education and by keeping up with ever-changing financial rules and best practices.
Mentorship and Community Matter: Having peers and mentors who’ve followed a similar career trajectory provides invaluable support, insight, and motivation for professional growth.
Behavioral Finance Is the Game-Changer: Understanding not just the numbers, but also the psychology behind money decisions—both in clients and oneself—is critical to effective advising.
Start Early, Communicate Often: Open family conversations about money and starting good financial habits early—like saving and living below your means—are powerful tools for long-term success.

Join us for this candid conversation as we demystify the career path of a financial advisor and share lessons that can help anyone on their own journey to financial freedom. Don’t forget to subscribe, rate, and share this episode with anyone who’s passionate about meaningful work, lifelong learning, and living with purpose!

5 Key Takeaways:

The Value of Specialized Education: Joey Mills shared how Towson University’s financial planning concentration gave him both a solid foundation and the flexibility to shift from corporate finance to a more people-focused career.
Lifelong Learning Is Essential: Success as a financial advisor requires constant learning—both through formal education and by keeping up with ever-changing financial rules and best practices.
Mentorship and Community Matter: Having peers and mentors who’ve followed a similar career trajectory provides invaluable support, insight, and motivation for professional growth.
Behavioral Finance Is the Game-Changer: Understanding not just the numbers, but also the psychology behind money decisions—both in clients and oneself—is critical to effective advising.
Start Early, Communicate Often: Open family conversations about money and starting good financial habits early—like saving and living below your means—are powerful tools for long-term success.

The Power of Early Money Talks: How Joey...