The Role of Education in Financial Services with Geoffrey Wallace
OCT 10, 202464 MIN
The Role of Education in Financial Services with Geoffrey Wallace
OCT 10, 202464 MIN
Description
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 ServicesThe Impact of Family Experiences on Career ChoicesConnecting Through Shared BackgroundsTransitioning to Mutual of Omaha MortgageThe Importance of Education in Financial ServicesNavigating Market Challenges and OpportunitiesThe Role of Reverse Mortgages in Financial PlanningHealth and Wealth: Addressing End-of-Life CareThe Effects of Technology on Mental HealthStaying Active: The Benefits of PickleballLearn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/ WEALTH: Not getting enough clients? Book a FREE(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.#HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLivin