Derek Notman of Intrepid Wealth Partners joins the Everyday Strongman Podcast to share what he does along with how important it is to think of financial planning the same way you think of setting goals in the gym. We learn from Derek why many people hold off on financial planning, what financial planning can mean to different people along with how Derek used skymiles to cover over $10k in travel expenses. If you want to read his full blog post on leveraging skymiles in your business you can do so here.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Derek Notman is registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of WI, MN, OH, IA, MA, NY, NJ, NH, VT. As such, these services are strictly intended for individuals residing in WI, MN, OH, IA, MA, NY, NJ, NH, VT. Derek Notman is also a Registered Representatives of and offers securities products & services collectively through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of WI, MN OH, IA, IL, MA, NY, NJ, NH, VT. No offers may be made or accepted from any resident outside the specific states referenced. Derek Notman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of WI, MN, FL, IL, IN, MO, NV, OH, NY, NJ, MA, NH, VT, CA ( Derek’s – CA Insurance Lic. 0K35010). No insurance business may be conducted outside the specific states referenced. Intrepid Wealth Partners, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. ^Neither Eagle Strategies, LLC, its affiliates nor Intrepid Wealth Partners or its employees provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.