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  • Writer's pictureTravis Parry

Ep 98: Balancing Family, Business, and Service with Gabe Lapito




More About This Episode:

Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in finding balance at work and at home.

Lapito’s journey from the College World Series to a successful financial advisor in Montana is one we’ll discuss on the show today. We’ll also learn more about how he’s managed that growth while prioritizing his wife and three kids. Plus, we’ll talk about how faith plays a role in this balance as well.

Join us today as we discuss these things:

  • His journey from college baseball to financial planning and how he’s maintained balance. (1:16)

  • The role his faith plays in how he views his priorities. (3:14)

  • How he’s been able to grow his business and keep balance. (4:06)

  • What are the issues that other advisors struggle with? (12:36)

  • What advice would he give to other professionals struggling with balance? (16:02)


Learn more about our guest:


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