• 20. How Did We Get From Theology to Financial Planning? with Morgan Ranstrom

  • Dec 19 2024
  • Length: 58 mins
  • Podcast

20. How Did We Get From Theology to Financial Planning? with Morgan Ranstrom

  • Summary

  • What makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance. Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about people.

    From navigating life transitions to balancing risk and reward, Morgan shares insights that go beyond investments, inspiring advisors and clients alike.

    Connect with us!

    Morgan Ranstrom on LinkedIn

    Trailhead Planners

    Jess Bost on LinkedIn

    Lake Avenue Financial

    Mark Newfield on LinkedIn

    Journey Strategic Wealth

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