Ep. 81 | The Art of Financial Planning | Matt Paladini
MB2 Underground · MB2 Dental
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Show Notes
In this episode of MB2 Underground, we welcome Matt Paladini, Certified Financial Planner and longtime advisor to MB2 partners, to talk about the importance of financial planning, entrepreneurship, and risk-taking, both in business and in life. Matt founded his own financial advisory firm amid the 2008 recession and shares his journey of navigating uncertainty with confidence. He opens up about building his career from Ernst & Young to founding Paladini Financial Management, later joining Cerity Partners to bring advanced investment and estate-planning solutions to dental professionals nationwide. Along the way, he discusses lessons in leadership, partnership, and the value of starting early (even if it's scary).
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