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On this episode of the Studio 321 Podcast, Steve, Angela, and Jason sit down with Jason Fagan for a real conversation about money, mindset, and long-term planning. Jason shares why so many people make emotional decisions in the market — buying high, selling low — and how having a clear plan before volatility hits can change everything. He talks about his journey into financial advising, how the industry has evolved, and why good advising is less about budgeting and more about understanding cash flow, protection, and people.

One of the most meaningful moments comes from the suitcase Jason keeps in his office — a reminder of his father and the purpose behind helping others build a more secure future. From advice for young professionals and business owners to the importance of trust and relationships, this episode is a thoughtful look at planning with intention.

Contact Jason and Fagan Financial Group for your investment needs:

Jason Fagan | Fagan Financial Group

https://faganfinancialgroup.com/

Jason@FaganFinancialGroup.com

321-877-0055

Disclaimer: Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fagan Financial Group and Cambridge are not affiliated.

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