Bob was interviewed by an old friend on a new podcast, Changing the Rules, which was started with the understanding that “stress caused by changing life situations can be reduced if you have a plan.” Bob tells the story of how and why Common Interests was founded, how and why he picked our name, and the values our firm was founded on. The interview covers how we work with our clients, the type of work we do, and how we think about Financial Planning (among many other topics).
Bob’s interview starts at 11:17 in! Give it a listen below, or on Apple Podcasts.
And check out the rest of the Changing The Rules Podcast here.