Matt Higbie joins the show and shares his journey from a hedge fund analyst to a financial planner, discussing the challenges of performance anxiety, the importance of identity beyond work, and the value of personal relationships in financial planning. He reflects on his career transitions, the impact of AI on the industry, and the significance of family life. If you're wondering how to find the balance between high performance and family, or contemplating a job change, this is the episode for you.

Takeaways

• You are not alone in your struggles to create meaningful work.
• Identity is found in personal beliefs, not in work.
• Performance anxiety is a common struggle in high-pressure jobs.
• Networking and talking to others helped Matt find his next career path.
• AI is changing the landscape of financial planning.
• People value personal relationships in finance more than ever.
• Curiosity is key in finding a fulfilling career.

Chapters

• 00:00 Introduction and Guest Background
• 02:58 The Impact of the Podcast on Matt's Life
• 05:40 Career Transition: From Hedge Fund Analyst to Wealth Management
• 08:38 Navigating Career Decisions and Performance Anxiety
• 11:23 Finding Identity Beyond Work
• 14:40 Networking and Job Search Strategies
• 17:26 Managing Performance Anxiety in New Roles
• 20:22 Tactical Approaches to Reducing Anxiety
• 26:04 Identity and Career Transitions
• 28:17 Family Life and Parenting
• 29:12 Career Advice for the Next Generation
• 34:50 Trends in Financial Planning and AI
• 40:04 Finding Meaning in Work
• 41:55 Splurges and Life Experiences

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Explore the concept of dream jobs and the reality behind them. Stephen and Adam discuss the importance of understanding the day-to-day tasks involved in any job and how to find satisfaction in work through job crafting. The conversation emphasizes the need to embrace the grind rather than chase an idealized version of a dream job, offering practical advice for listeners, including college students entering the workforce.

Takeaways

• Your dream job is often a fantasy, not reality.
• Job satisfaction comes from understanding daily, mundane tasks.
• Job crafting, making small tweaks, can enhance your work experience.
• Focus on what you enjoy in your current role.
• Career paths are often a journey, not a destination.

Chapters

• 00:00 Introduction and Travel Tips to Oregon
• 02:00 Chasing Your Dream Job
• 08:58 The Reality of Dream Jobs
• 17:44 Job Crafting for Satisfaction
• 22:37 Advice for College Students Entering the Workforce

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Vineet Rajan, a former Marine Intelligence officer and now CEO of Forte, shares his transformative experience of redefining identity through introspection and faith. From the challenges of leaving a structured military life to embracing the uncertainties of entrepreneurship, Vineet's story is a testament to the power of aligning personal values with professional aspirations. Tune in to explore how understanding who we are can lead to a more fulfilling and purpose-driven life.

Takeaways

• Identity is shaped by our experiences and perceptions.
• Asking 'Who am I?' is crucial for personal growth.
• Spending time with God can lead to profound insights about our identity.
• The order of being and doing is essential for success.
• Practical steps include journaling, prayer, and seeking guidance from others.
• The journey to self-discovery is often non-linear and requires patience.
• It's important to recognize that we are not defined by our performance.

Chapters

• 00:00 Introduction to Vineet and Forte
• 01:59 The Journey of Identity and Purpose
• 09:55 Bridging Identity and Action
• 16:59 Practicing Being with God
• 19:41 Tactical Steps to Discovering Identity
• 22:48 Conviction and Principles
• 28:42 Identifying Strengths and Weaknesses
• 29:14 The Journey to Startup Founder
• 35:57 The Birth of Forte
• 40:25 Understanding Forte's Mission and Impact

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