Speaking with Steph
Stephanie Rodin, Rodin Legal P.C.
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The Personal Finance Touch with Matthew Stack
This week Stephanie Rodin chats with her guest, Matthew Stack. The two discuss his expertise and experience in the financial space, what we should look for in a firm and what sets TATRA apart, and what we can do to best prepare for our own financial future. In this episode, we discuss: What drove him to want to start his own firm, and what steps led him to finding his why How he found where the real financial need is, and what sets TATRA apart A brief education into the financial space and all of its acronyms What benefits can be found in a fee-only financial firm, and what we should look for when looking for a firm that best supports our individual interests What ways the industry has evolved in Matthew’s career, and the niche he found within those changes What lessons he has learned along the way What’s so inspiring about his outlook on the next recession Matthew’s journey to becoming a CERTIFIED FINANCIAL PLANNERTM began with a question – “How well do we direct our lives based on goals and values?” This was a question posed to Matthew while enrolled in Columbia Business School’s Personal Leadership program and led him to uncover his “why”: doing impactful work that makes a difference in peoples’ lives, while leading by example for his children to give them the courage to pursue their own dreams. This culminated in Matthew founding TATRA Wealth. Matthew combined his passion for finance and personal development to help others gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. As a former college football player, Matthew believes in the importance of a collaborative, team-based approach with clients. Matthew draws on his 13+ years of financial services experience to build and implement values-based plans for individuals and families that provide peace of mind. Matthew’s experience working in investment banking and corporate strategy enables him to share a unique business perspective with entrepreneurs to maximize the potential of their most valuable asset. Website: www.tatrawealth.com Facebook: https://www.facebook.com/TATRAWealth/ LinkedIn: https://www.linkedin.com/in/matthew-stack/ Twitter: https://twitter.com/mstack87
About Speaking with Steph
This podcast will provide information across multiple industries who support small businesses, with a concentration in healthcare practices. The information provided is to be educational and to outline issues that small businesses may come across as they grow and expand. Access more episodes, subscribe, and learn more.