Financial Lessons We Can Learn by Watching Movies with Steve Juetten
Welcome back to another episode of Wine and Dime! In this episode I chat with Steve Juetten. And if you recognize the last name, it’s because I’ve had his wife Nancy on a few times. Steve is a fellow financial planner who likes to use life experiences to relate to financial planning. Just like Amy can bring anything back to a vineyard, Steve can bring financial lessons from movies, TV shows and pop culture. This was a very fun episode and I think you will learn a lot!
Steve Juetten
Juetten Financial Planning
If you’re looking for someone to help you take care of your money matters so you can do more of what you love, perhaps I’m that person.
“Trust” is a big deal with my clients. Trust is made up of two parts — competence and character and that’s how I earn my clients’ trust. By being competent at what I do (I hold CFP® designation and it’s the highest designation in our profession and the hardest to earn) and by acting in good character by always keeping your interests and needs first. In legal terms, I act as a “fiduciary” — meaning I’m legally bound to put your interests first. Not all financial advisers are willing to do that, but I am.
Since 2002, individuals and couples have been coming to me to help them make sound financial decisions so they can do more of what they love. My business is founded on the belief that good financial planning does not have to be confusing, complex or scary. I came to this belief after consulting for more than 25 years with large corporations and their employees to help them understand and use their employer benefits.
My passion for financial planning and investing took root while I was still in high school. I have always enjoyed organizing financial data and learning about financial markets. Now I apply those passions to help my clients identify and make their financial dreams come true.
I am a photographer, movie buff, exerciser, reader and life-long learner with a wall of “how-to” books about a wide range of subjects. Married to Nancy since 1987, we welcomed our son Kyle to the family in 1997. Champion, our vibrant and energetic cockapoo, joined us in 2011. Together, we enjoy today, save for tomorrow, and express gratitude for the good fortune we have to do work we love that serves others in ways that make a lasting difference in their lives.
The best way to get in touch with Steve is either to call him at 425-829-5953 or send him an email at steve@finpath.com. His company website is www. finpath.com.
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