Sun, 17 December 2017
My guest today, on the Steve Jobs inspired Join Up Dots free podcast interview is a man with a background in finance but a future that is 100% entrepreneurial. As a young man you could see that he was destined for a life dealing with numbers, but not where he has ended up. Leaving the University Of Florida after studying Economics he took a position with the accurate Advisory Group providing retirees and those planning their retirement with a range of financial planning services. He presented to countless families at presentation workshops on Social Security, 401k strategies, the In’s and Out’s of the brokerage world as well as many other related topics for individuals around the Tampa Bay Area for over 9 years until he decided to Found a side business “My Tax Reduction Blueprint” As he says “We don’t want our clients to incur any risk, so we perform all our work on a contingency basis. That means we only get paid if we are able to find savings and/or settlements for you! While most CPA’s are stuck looking at the rear-view mirror of your business, we focus on your windshield, creating current and future tax savings for you.” Now for many people this may sound like boring stuff that they trey to hide from as much as possible, but this show will be anything but. This will be a show about a man finding his path, by finding a solution to others problems. This will be a show about a man going it alone, and little by little building his company into a team of motivated financial advisers. This will be a show about a man, who no doubt will have struggled with the financial aspects of building his business as all entrepreneurs do. So why did he decide that this was what he wanted to do in his life, and is he as enthused about it now or can he see bigger goals to achieve? And is there one bit of simple advice that all our listeners to take on board that can make such a huge difference in their lives, when it comes to finance? Well lets find out as we bring onto the show to start joining up dots, with the one and only Travis Jennings.