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More Than Planning with Ramona Maior | All About Your Benjamins The Podcast

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Content provided by Justin Castelli, CFP® and Justin Castelli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Castelli, CFP® and Justin Castelli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story is remarkable and she’s really just getting started with the impact she will make. Her story also shows how you can have a career that you are passionate about and at the same time it can be the means to allow you to pursue an even greater passion. https://youtu.be/2hy6KvJSXTA Listen: Apple Podcasts Spotify Google Podcasts Follow: Ramona’s Twitter Ramona’s LinkedIn Family Wealth Management Group Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
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164 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 10, 2025 16:13 (1M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 331903054 series 2418444
Content provided by Justin Castelli, CFP® and Justin Castelli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Castelli, CFP® and Justin Castelli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story is remarkable and she’s really just getting started with the impact she will make. Her story also shows how you can have a career that you are passionate about and at the same time it can be the means to allow you to pursue an even greater passion. https://youtu.be/2hy6KvJSXTA Listen: Apple Podcasts Spotify Google Podcasts Follow: Ramona’s Twitter Ramona’s LinkedIn Family Wealth Management Group Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
  continue reading

164 episodes

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