• Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136

  • Apr 16 2025
  • Duración: 43 m
  • Podcast

Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136

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  • We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential. 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question === DEALS AND DISCOUNTS FROM OUR TRUSTED PARTNERS=== Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) FPA NexGen Leadership CASHFLOW Game George Kinder / Life Planning ChooseFI Chris Mamula EconoMe Conference Personal Finance Club ⏰ ‘Catching Up to FI’ Episodes George Kinder (coming in May) The Powers of Starting Late, Retirement Calculators, and More | Chris Mamula | 086 Simplicity, Empathy, Leadership, Robots, Oh My! | Jeremy Schneider | 056 Stories, Hacks, & Tribes | Brad Barrett | 021 Find Your Camino | Diania Merriam | 029 If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you! ⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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