Meeting with him was like storytime with grandpa-he was just a really nice guy. Our advisor helped us get life insurance and we opened Roth IRAs. Prior to reading Ramsey’s book, I knew basically nothing about finance, but soon my wife and I were working our way through Ramsey’s “ Baby Steps.” Dave recommends that you work with a financial advisor, so we used his “Endorsed Local Provider” search to find someone we could trust. I had one credit left on a canceled Audible account and I decided to purchase The Total Money Makeover. I was intrigued by his no-nonsense approach to financial planning, the simplicity of his steps, and the almost religious intensity he uses to get listeners pumped up to take responsibility for their lives. I was the sole breadwinner for our growing family and as I wrestled with financial concerns, I came across Dave Ramsey. I was naive about how expensive life is and soon found there were goals and life experiences that would be out of reach with my career choice. After graduation, my family and I accepted an opportunity with Teach For America and moved to Dallas, Texas, where I worked as a high school teacher serving at-risk youth. I graduated from Brigham Young University with a degree in English Teaching and minors in Spanish and Business Management. Physician Wellness and Financial Literacy Conference – Park CityĬonfessions of an Ex-Northwestern Mutual “Financial Advisor”.Continuing Financial Education – Las Vegas.Financial Wellness and Burnout Prevention for Medical Professionals.
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