Meet Brendan Hayes: Money, Family and Lessons From a Financial Advisor
Money, Family and Lessons From a Financial Advisor
Forfinancial advisor Brendan Hayes, an interest in money started long before itbecame a career. From counting coins with his grandmother at five years old toinvesting money from paper routes and odd jobs as a teenager, some of hisearliest experiences helped shape the way he thinks about money today.
In this special episode of Make It Make Cents, Michelle Cropley sitsdown with Brendan for a more personal conversation about his path intofinancial services, his life outside the office, and the lessons more than 25years of working with clients have taught him about money, retirement and life.
Episode Topics
- How Brendan's experiences with money as a child helped spark an interest in investing
- Why becoming a financial advisor requires experience, education and trust
- The role family, soccer, skiing, biking and adventure play in his life outside the office
- What Brendan finds most rewarding and most frustrating about working with clients
- Why understanding a person's priorities is essential to building a successful advisor relationship
- What decades of watching clients navigate retirement and major life changes have taught him
- Why accumulated wealth should ultimately help people find fulfillment and enjoy the life they've built
- Brendan's encouraging observation that financial lives can often turn out much better than people expect
Key Takeaway
The key takeaway: financial planning is ultimately about much more than the numbers. After decades of working closely with families, Brendan has seen how quickly circumstances can change and why thoughtful planning can give people more opportunities to use their money in ways that create meaningful experiences, memories and fulfillment.
Disclosure
Make It Make Cents is an educational personal finance podcast produced by Armstrong Advisory Group to help listeners better understand money decisions and long term planning concepts. The show covers broad financial topics such as budgeting, saving, debt management, and retirement planning.
This content of the post or podcast is intended solely to provide general information regarding our business services. Nothing within the post constitutes personalized investment advice or is an offer to buy or sell any security or insurance product. To the extent you wish to engage us for investment advice based upon your personal investment circumstances and objectives, please contact us directly at (781) 433-0001. Armstrong Advisory Group, Inc. does not offer tax or legal advice and no portion of the post or podcast should be interpreted as legal or accounting advice. You are strongly encouraged to seek advice from qualified tax and/or legal experts regarding any tax or legal matters relevant to you. You agree, as a condition precedent to your access to the post or podcast, to release and hold harmless Armstrong Advisory Group, Inc., its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of your actions or omissions, which are independent of your receipt of personalized investment advice from Armstrong Advisory Group, Inc. Armstrong Advisory Group ("AAG") is affiliated with an insurance agency called Armstrong Insurance Group, Inc. ("AIGI"). AIGI offers insurance products and services to customers, including investment advisory clients of AAG. AAG refers clients to AIGI for those products and services. AIGI does not, however, compensate AAG for any referrals. Certain AAG representatives are also licensed as insurance professionals appointed with AIGI and may earn commission-based compensation for selling insurance products, including insurance products implemented for AAG clients. Insurance commissions earned by AAG representatives are separate and in addition to AAG's advisory fees. This practice presents a conflict of interest as the representative has a financial incentive to recommend insurance products to a client. Clients are under no obligation, contractually or otherwise, to purchase insurance products through any of AAG's representatives or any other AAG affiliated person.
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