24 min
Norman Financial Planner - Dave Ramsey SmartVestor Pro - Luke Milholland - Vault Wealth Strategies Real Oklahoma Business
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- Entrepreneurship
Quick Episode Notes
Here’s what you’ll learn:
What he’s learned as one of the few Dave Ramsey Smartvestor Pros in Oklahoma.
The story behind why Luke decided to become an independent financial planner after 10 years with a traditional company.
The trends he’s seeing from Dave Ramsey fans who reach out to him.
How a “personal CFO” can save you time and money.
Resource Links
Full Interview notes - https://realoklahomabusiness.com/norman-financial-planner-dave-ramsey-smartvestor-pro-luke-milholland-vault-wealth-strategies/
Luke’s website - https://www.vaultwealthstrategies.com/smartvestor
Quick Episode Notes
Here’s what you’ll learn:
What he’s learned as one of the few Dave Ramsey Smartvestor Pros in Oklahoma.
The story behind why Luke decided to become an independent financial planner after 10 years with a traditional company.
The trends he’s seeing from Dave Ramsey fans who reach out to him.
How a “personal CFO” can save you time and money.
Resource Links
Full Interview notes - https://realoklahomabusiness.com/norman-financial-planner-dave-ramsey-smartvestor-pro-luke-milholland-vault-wealth-strategies/
Luke’s website - https://www.vaultwealthstrategies.com/smartvestor
24 min