Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core … read more
I have a special treat for you today.
If you had the chance to sit down with the former President and CEO of Lehman Brothers and talk about his career and money, would you take that chance?
Well, I did.
And today I share it with you!
I sat down with my friend Andy Sage here at his home in Palm Beach with the microphones fired up for a discussion about his career in the business world, retirement, banking, and much more.
Enjoy!
Joshua
Educational
Interesting
Funny
Agree
Love
Wow
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