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Indhold leveret af Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Paula Hogan, author, pioneer and entrepreneur in personal financial advising

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Manage episode 328064765 series 3330676
Indhold leveret af Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Paula Hogan describes her early experience with finance, growing up with a father who pioneered concepts of variable annuities. After graduating college, Paula thought she would enter a health policy field, but came to begin financial advising while living in Texas. Learn how Paula chose to embrace ideas developed by co-host Zvi Bodie, how she built her own personal financial advising practice and ultimately sold the practice while continuing to provide financial advice to clients. Her publications and her efforts to promote fiduciary responsibilities of advisers have contributed to improving the financial futures of Americans.

  continue reading

37 episoder

Artwork
iconDel
 
Manage episode 328064765 series 3330676
Indhold leveret af Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Bob Lerman and Zvi Bodie, Bob Lerman, and Zvi Bodie eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Paula Hogan describes her early experience with finance, growing up with a father who pioneered concepts of variable annuities. After graduating college, Paula thought she would enter a health policy field, but came to begin financial advising while living in Texas. Learn how Paula chose to embrace ideas developed by co-host Zvi Bodie, how she built her own personal financial advising practice and ultimately sold the practice while continuing to provide financial advice to clients. Her publications and her efforts to promote fiduciary responsibilities of advisers have contributed to improving the financial futures of Americans.

  continue reading

37 episoder

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