Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®
More About This Episode:
Our guest on today’s show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of Origin Wealth Advisers LLC, an author, and a podcaster.
In this episode, Morgen shares her journey to becoming a business owner and we discuss the importance of pausing to prioritize balance in our lives.
Join us today to learn about these things:
Morgen’s Journey to the financial industry. (1:12)
How can you spend time doing something you love, while also having the time to prioritize family? (7:12)
We discuss the difficulties of working moms and scaling a business. (20:07)
More about our guest: