Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young

Military to Financial Planner Podcast

I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation.

In our wide-ranging discussion Greg shares his personal journey of initial interviews trying to determine where to start his career in financial services and his thoughts on the pros and cons or working in the major insurance companies and broker dealers. It may be especially helpful to hear why Greg benefited from the training programs tied with his military background as well as the challenges of the sales culture he faced.

Greg has always been interested in education so he shares the various licenses, degrees, and certifications he has pursued including his current PhD program as well as teaching in a variety of roles. Along with that though, we explore the challenges of determining limits of these kinds of side hustles and the tradeoffs in firm growth they can have.

Lastly, we share about the personal experiences of learning from others on the career journey including the benefits of masterminds, mentorship, and giving back.

If you are interested in breaking into your first role in financial services, exploring alternative income and career paths in parallel with financial planning, or want to hear some hard-earned lessons learned from a six year RIA owner, you can find those nuggets of wisdom here. Here’s my interview with Greg!

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