This week Stephanie Rodin chats with her guest, Matthew Stack. The two discuss his expertise and experience in the financial space, what we should look for in a firm and what sets TATRA apart, and what we can do to best prepare for our own financial future.

In this episode, we discuss:

  • What drove him to want to start his own firm, and what steps led him to finding his why
  • How he found where the real financial need is, and what sets TATRA apart
  • A brief education into the financial space and all of its acronyms
  • What benefits can be found in a fee-only financial firm, and what we should look for when looking for a firm that best supports our individual interests
  • What ways the industry has evolved in Matthew’s career, and the niche he found within those changes
  • What lessons he has learned along the way
  • What’s so inspiring about his outlook on the next recession

Matthew’s journey to becoming a CERTIFIED FINANCIAL PLANNERTM began with a question – “How well do we direct our lives based on goals and values?” This was a question posed to Matthew while enrolled in Columbia Business School’s Personal Leadership program and led him to uncover his “why”: doing impactful work that makes a difference in peoples’ lives, while leading by example for his children to give them the courage to pursue their own dreams. This culminated in Matthew founding TATRA Wealth.

Matthew combined his passion for finance and personal development to help others gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. As a former college football player, Matthew believes in the importance of a collaborative, team-based approach with clients. Matthew draws on his 13+ years of financial services experience to build and implement values-based plans for individuals and families that provide peace of mind. Matthew’s experience working in investment banking and corporate strategy enables him to share a unique business perspective with entrepreneurs to maximize the potential of their most valuable asset.

Website: www.tatrawealth.com

Facebook: https://www.facebook.com/TATRAWealth/
LinkedIn: https://www.linkedin.com/in/matthew-stack/
Twitter: https://twitter.com/mstack87

See All 83 Episodes of "Speaking with Steph"