With more than 50 years of experience in finance and Financial Planning, Steve has experienced it all: High and low interest rates, Inflation, Deflation, Stagnation, Booms, Busts, Bulls and Bears. But above all it is the relationships and care for clients, serving as a life coach and counselor that has been his calling. In this podcast his son Joe, who works side by side with him daily, will delve into the lessons learned over more than half a century and share stories of the wit, wisdom, and some of the humility that makes this father/son duo successful.
