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Podcast 299. Proactive Planning: Ensuring a Legacy of Love with Sara Ecklein

Send us a text Join us on Average Joe Finances as our guest  Sarah Ecklein, a private fiduciary from the Bay Area, California. Sarah shares insights into her profession, the importance of estate planning, and her journey from aspiring hospice nurse to fiduciary. She...

Podcast 298. Decoding the Enneagram: Money and Personality with Douglas Lynam

Send us a text Join us on Average Joe Finances as our guest Doug Lynam, a former Benedictine monk turned financial advisor and author, shares his unique life story, detailing his upbringing in an affluent family with financial struggles, joining the Marine Corps, and...

Podcast 297. Harnessing Real Estate for Family and Fortune with Ken Gee

Send us a text Join us on Average Joe Finances as our guest Ken Gee, founder and managing partner of KRI Partners, shares his inspiring journey from growing up in Toledo, Ohio, working as a CPA and commercial lender, to becoming a successful real estate investor. Ken...