Gaining Financial Wisdom with Nate Goldenberg
Manage episode 421453220 series 3577653
I'm thrilled to share with you a treasure trove of financial wisdom from my latest episode with the remarkable Nate Goldenberg.
🌟 Nate's Financial Voyage: From a stockbroker job to founding Next Wave Advisors, Nate's story is a testament to adaptability and passion. His unique path, including a pivot from the legal field to financial planning, is sure to inspire you.🤝 The Power of Personal Connection: Nate's client-centered approach resonates deeply with my own philosophy in health coaching. Discover how personalized service can transform your financial health and personal well-being.💼 Specialized Expertise: Nate's proficiency in divorce financial analysis is a beacon of hope for those navigating the choppy waters of asset division. His insights could be the lifeline you need.📚 The "100 Envelope Savings Challenge": Curious about starting your investment journey with a modest nest egg? Nate's curiosity about this innovative approach might just spark your financial creativity.🏫 Financial Literacy for the Young: Nate's commitment to educating students on the intricacies of investing is a clarion call for the necessity of financial education in our schools.👨👧👦 Family Dynamics & Money Management: Learn how understanding your child's "currency" can lead to more effective conversations about money and values.🌱 Self-Care and Personal Growth: Nate's top three self-care activities reveal the importance of solitude, continuous learning, and organization. Let's discuss how these practices can lead to a more balanced and fulfilling life.I'm beyond excited for you to join us on this enlightening journey. Nate's expertise and our shared experiences promise to enrich your understanding of financial planning and personal growth. So, grab your headphones, and let's dive into a world of financial empowerment together!Remember, every step you take is a step towards shining with your inner pearl.
Nate has been in the Financial Services Industry for over 18 years and is the Founder and CEO of NextWave Advisors, a Financial Planning & Investment Advisory firm dedicated to helping people get the most out of the money they earn.Since entering the financial services industry, Nate has attained both the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst designations. He has served as a Board Member of the Valrico Fishhawk Chamber of Commerce and a member of the Financial Advisory Committee to the Hillsborough County SchoolBoard. He is also currently serving as the President of the Kiwanis Club of Greater Brandon and recently won the 2023 Best in Florida Award in the Financial Advisor category by Guide to Florida magazine.On the personal side of things, Nate enjoys spending his time with his wife Maggie, their 2 children, Zachary & Arianna, and their dog Archie. When they aren’t at home you can usuallyfind the Goldenbergs (not Goldbergs) at Indian Rocks Beach, Disney or hopefully cruising.
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