A Mentor's Legacy: Joe's Journey Into Financial Planning
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
In this special episode of Radio with Mindy, Joe sits down with the woman who inspired his entire career, longtime financial planner and mentor Kathy Gilliland. Together, they share the story of how Joe found his calling, the traits that set him apart early on, and the timeless values that shape successful client relationships. From industry challenges to personal sacrifices, this heartfelt conversation highlights mentorship, trust, and the evolving world of retirement planning.
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