Payne Points of Wealth Ryan Payne

Can you feel like an entrepreneur while working for someone else? Our guest, Peter Velardi, shares why he decided to leave a 25-year career in the corporate world to venture out on his own.
As a financial advisor, Peter always knew he was a natural leader. Earlier in his career, he thrived on the freedom to build teams and make things happen. However, as the firm he worked for became more corporate, the layers of bureaucracy began to stifle his creativity, and that’s why at age 49 he made the leap into entrepreneurship.
Peter describes his journey of launching his own business, his perspective on risk, knowing when to give up on an idea vs. leaning into it, the importance of staying mentally and physically fit, and the rewards of being a natural entrepreneur.




What made you make the change from employee to entrepreneur? :00Wanted to get into venture capital 3:17Is there an entrepreneurial gene? 5:25Student of leadership 7:40What advice did you receive that made a difference? 8:50Is there a risk gene? 11:50Is it riskier to “work for the man” or do your own thing? 18:20What type of fears did you have making the switch? 20:10Knowing when to give up on an idea vs. leaning into it 22:00What were your worst and best ventures and why 24:00The importance of staying fit: healthspan vs. lifespan 28:00What’s your daily schedule? 32:15The flight that wasn’t taken 37:10

Can an engineer make a good investment manager? When it comes to our guest Bob Killen, the answer is yes.
In his early years, Bob worked as an aerospace engineer at Pratt & Whitney and later at GE. For family reasons, he went on to change careers and founded an investment firm, The Killen Group where he had great success for over 55 years as an investment manager. Bob discusses how his background as an engineer was an asset in his investing career by applying skills such as in-depth research and math-oriented thinking, as well as understanding physical processes.
Bob and the three Paynes cover many interesting topics and we hope you join us for this episode of Payne Points of Wealth.

Maria Bartiromo made history in 1995 as the first journalist to report from the New York Stock Exchange - let alone the first female journalist to do so in a sea of suits. We are so happy to speak with her today on this episode 157 of Payne Points of Wealth.
 
Maria’s story is a classic American story. From an immigrant family that understood the value of hard work, this Brooklyn girl reached for the stars and made a name for herself as a top financial journalist. 
 
Maria has covered business and the economy for over 30 years. From launching CNBC’s Squawk Box, anchoring the Closing Bell with Maria Bartiromo to currently hosting Sunday Morning Futures on Fox News and Mornings with Maria on Fox Business, where Ryan frequently appears.
 
Our interview covers a wide range of topics, and we hope you check it out. 
 
Learn more at bartiromo.com
Read about her shows at:
foxbusiness.com/shows/mornings-with-maria
foxnews.com/shows/sunday-morning-futures
https://www.foxbusiness.com/shows/maria-bartiromos-wall-street

Rotation from tech?
It’s episode 156 and economic growth is expected to be close to 3% for the first quarter. Also, we’ve seen tech selling off a bit with areas like energy, materials, and commodity-based companies starting to do really well, especially with oil prices going up.“..small and mid-cap infrastructure stocks are blowing the doors off of technology in terms of performance...”  – Bob PayneOn the Tipping Point, we talked to our guest and colleague Jennifer Angell, CFA® who recently renovated her condo in Miami. We discuss some of the parallels between financial planning and home renovation. Join us for this episode of Payne Points of Wealth.