Artwork

Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

9. How Did We Get From Farm School to Financial Planner? with Cullen Roche

1:20:39
 
Share
 

Manage episode 442031540 series 3590071
Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset.

Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how moving to California became a pivotal turning point in his career. He also dives into the significance of macroeconomics in personal investing, key lessons from the 2008 financial crisis, and the value of patience and resilience when managing finances.

Connect with us!

Cullen Roche on LinkedIn

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 442031540 series 3590071
Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset.

Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how moving to California became a pivotal turning point in his career. He also dives into the significance of macroeconomics in personal investing, key lessons from the 2008 financial crisis, and the value of patience and resilience when managing finances.

Connect with us!

Cullen Roche on LinkedIn

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

  continue reading

29 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play