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  • Walter Storholt

Ep 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®

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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)


Resources:

More about our guest:

https://www.linkedin.com/in/morgenrochard/ https://www.originwa.com/#who-we-are

Email: travis@travisparry.com

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