We are preparing for take-off! No need to fasten your seatbelts.

In this introductory episode, Jon Schuetz,  founding partner of Soar Wealth Strategies provides a little background about himself and reveals how he took the leap from television sportscaster to CERTIFIED FINANCIAL PLANNER®.

Interviewed by his co-pilot, founding partner Brent Connelly, Jon answers questions about his upbringing, the concept of this podcast, and Soar Wealth Strategies’s philosophy.

Jon and Brent discuss:

• How Jon Schuetz went from introvert to television sportscaster and now CERTIFIED FINANCIAL PLANNER®
  
• The principles SOAR Wealth Strategies stands by and their process
  
• Why managing risk is an important part of every discussion at Soar Wealth Strategies
  
• The upbringing that inspired Jon Schuetz to become a CERTIFIED FINANCIAL PLANNER® and how the transition happened
  
• And more!
  

Resources: 

• Limra Study 
  

Connect With Jon Schuetz and Brent Connelly:

• Soar Wealth Strategies
  
• Call: 531-867-3400
  
• LinkedIn: Jon Schuetz
  
• LinkedIn: Brent Connelly
  
• Facebook: Soar Wealth Strategies 
  
• LinkedIn: Soar Wealth Strategies 
  

About Jon Schuetz:

Jon Schuetz is a Partner at Soar Wealth Strategies. As an advisor, Jon provides clients with guidance so they can make informed financial decisions. He is dedicated to empowering his clients, helping them feel understood, informed, in control and secure with all aspects of their financial lives.

Inspired to embark on a career that makes an impact on others’ lives, Jon got his start in the financial industry in 2010 when he started a practice at Edward Jones after leaving a successful 24-year career in the broadcast industry. 

Outside the office, Jon and his wife, Donna, enjoy riding their bicycles. They’ve ridden trails all over the world. They also like playing pickleball, and Jon attempts to play golf without much success.

Donna and Jon are excited to see their children begin their financial journeys. They have two sons that serve in the Air Force. Their daughter is a nurse, and they have been blessed with a grandson.