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Working on Purpose

Working on Purpose

Wednesday at 3 PM Pacific

July 13th 2016:Making the Most of Your Money and Living the Life You Really Want

Money, and the way we make good use of it, can mean all the difference to whether we get to live the life we most ardently desire for ourselves and our loved ones. Good financial planning depends on a sound understanding of investments, insurance, retirement, estate, and tax planning. Equally important is a solid grasp of just how all these areas are connected to the people they are intended to serve and the lives they want to lead. In this episode, Ryan McDonald describes why he chose the financial planning profession over medicine and why he loves the work and his connection to his clients.

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Featured Guest

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Ryan McDonald

Ryan McDonald is a financial advisor with a successful track record of helping individuals and business owners reach financial goals. Drawing on 20 years of experience in financial planning, investments, and insurance, Ryan takes a multi-strategy, risk-managed approach to financial and retirement planning. He seeks to bring investments, insurance, education, retirement, estate, and tax planning into one efficient plan designed to minimize gaps that can leave you under-prepared and under-protected. Ryan holds FINRA Series 6, 7, and 24 licenses and is licensed in Texas to advise clients on life and health insurance products. He earned a B.A. in Economics and Finance from the University of Te
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