Want to create an interactive transcript for this episode?
Podcast: The WIN Podcast, What’s Important Now
Episode: Coaches Corner with Caleb Montag, CFP® (Ep. 23)
Description: In life, coaches are important as we will always have objectives that we will only accomplish with the help of others.
In this episode, Corey Heimensen is joined by Caleb Montag, founder of Covey Rise Capital, to explain how crucial it is to have coaches in life, especially for our finances. Additionally, they talk about the importance of considering the individual needs of each client when planning retirement and not aiming to reach a specific amount.
Corey and Caleb discuss:
How Caleb got into the financial industry and what he does to help clients...