Podcast Episode


#2 - Introducing Nate Ollish, CFP

In the 2nd episode of Simplifynance, host Rachel Stewart, Financial Advisor, introduces Nate Ollish, a Simplifynance Financial Advisor. The two discuss finances for the next generation.

Show Notes:

  • :44----Introduction of guest Nate Ollish.
  • 1:52---Why the next generation of finance is important
  • 2:10---There is a lot of power in starting early
  • 2:44---There is a huge educational piece missing in the next generation of finance
  • 3:15---What does it mean to be a Certified Financial Planner (CFP)?
  • 4:40---What to look forward to in Simplifynance
  • 5:17---Balance is an important part of life and good finances

3 Key Points:

  1. Introduction to Simplifynance community advisor Nate Ollish.
  2. Nate is happy to be a part of the community and looks forward to discussing finance with the next generation. He believes starting early is key.
  3. Balance is a key part of financial success.

Tweetable Quotes:

-       “There is a lot of power in starting early.” – Nate.

-       “I am at the same stage of life of my clients.” – Rachel.

-       “Maintaining your finances in order is just one piece o the puzzle to having a successful life and maintaining balance in life” –Nate.


Resources Mentioned:

Contact Information: