Today, Stephanie and Kevin offer a unique perspective on the show by diving deep into their own backgrounds as financial planners.
The two kick things off with a brief history of their first jobs before reflecting on their first ever roles in the financial services industry.
Then, Stephanie discusses the inspiration behind Sofia Financial and how she and Kevin came to work together.
Finally, the pair do a rapid-fire Q&A, revealing a few little known tidbits about our hosts, from their guilty pleasures to their financial pet peeves to their dumbest purchases!
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You can find the transcript and more information about this episode at www.takebackretirement.com.
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