Ep. 16 - Keeping Your Integrity Amongst the Wolves

In this episode, I talk to Marc Abraham, a financial advisor with Thrivent and a friend. I worked with Marc for a while and I got to see firsthand how honorable he is. We talk about a lot of things and try to answer the following questions:

• When is the right time to leave a good job to pursue your dreams?
• How do you know when you’re ready?
• Is it possible to do business and keep your values?

About Marc Abraham:

Marc and his wife, Jennifer, live in Oviedo, FL, and have a four-year-old son, named Connor, who keeps them on their toes, along with their Havanese puppy, Noel, who is sassy and cute. They attend Grace Church in Oviedo and enjoy spending time together as a family.

Marc's Core Values and Guiding Life Principles:

1. Faith
2. Family
3. Legacy
4. Fun
5. Excellence

Licenses, Registrations & Education:

• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance License in AR, CA, CO, FL, NC & PA
• Lifework Leadership Orlando Alumni
• Bachelor of Arts from the University of Central Florida

Specialties:

• Retirement Planning
• Budgeting, Saving & Debt Elimination
• College Funding Strategies
• Investments & Wealth Building
• Life Insurance & Protection
• Disability & Extended Care Insurance
• Social Security Planning
• Tax Planning & Efficiency
• Trust Services & Estate Planning

Marc's contact info