About the episode:
Joel Field is a certified financial planner and founder of ‘Field Financial Strategies.’ Established in 2009, the firm develops tailored financial strategies for business founders, executives, and physicians. With offices in New York and Ohio, they advise clients in many areas; including business succession, investment, retirement and estate. Also a keen volunteer, he serves as the chairman of the board of directors for ‘The Family Center.’ In this in-depth conversation, he describes his career journey – from growing up in the tech bubble, pursuing his passion to join the Clergy and then ultimately working in financial advisory; reflects on the “tough yet formative” year of 2020, where his company experienced exponential expansion, growing the team by a third; and gives his opinion on what finances say about a person, how they’re “a very personal issue, it’s not just about the number on the sheet” but evidence of personality and underlying priorities.
Published: February 12, 2021