104: Personal Finances: Simple. Not Easy with Financial Advisor Eli Zoller

LISTENER SURVEY:

https://forms.gle/utJU1SAZsNY782XK6 

 

Broadway musician turned financial advisor, Eli Zoller, joins the show to talk about his career change and how he is helping others.

 

Topics:

⭐️ Why Eli became an advisor

⭐️ Finances can be simple, but simple is not easy

⭐️ How freelancers can benefit from financial planners

⭐️ The best way to get your financial questions answered

⭐️ What the worst outcome from meeting a financial advisor.

 

Bonus Episode - Eli’s Favorite Broadway Show:

https://www.patreon.com/posts/67907393

 

Takeaways:

⭐️  "In the red” means debt

⭐️ “In the black" means profit

⭐️ Be proactive and engage your friends with questions

⭐️ Uncertain future income is a great reason to make a financial plan.

⭐️ The bare minimum mindset to meet with an advisor is if you are thinking about your finances past the next month.

⭐️ Empathy from an advisor is nice, especially when an artists has to explain how they make money (or don't make money)

 

Eli Zoller - Northwestern Mutual:

https://www.northwesternmutual.com/financial/advisor/eli-zoller/

 

Eli Zoller - LinkedIn:

https://www.linkedin.com/in/eli-zoller-he-him-510aa0b/

 

FREE Lighting Templates - from Andy Lowe:

https://lowe.lighting/pages/free-lighting-list-template

 

Black Dog Symbolism:

https://en.wikipedia.org/wiki/Black_dog_(folklore)#:~:text=It%20is%20usually%20unnaturally%20large,sometimes%20an%20omen%20of%20death.

 

Previous Episodes:

The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 1:

https://www.artisticfinance.com/episode/0ohg2xoxT0AntRkaFFSV/The-Ultimate-Guide-to-Finding-a-Financial-Advisor-Part-1-of-2

 

The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 2:

https://www.artisticfinance.com/episode/7IhoHpYQUMa18zlnpCYK/The-Ultimate-Guide-to-Finding-a-Financial-Advisor-with-Matt-Kweller-Part-2-of-2

 

Become a patron:

www.patreon.com/artisticfinance

 

Interview by Ethan Steimel