A Prime Cut of Financial Planning with Gary Schwartz

Join Bill LuMaye and Jim Baker in this compelling episode of the 50 Cups Tea Hot Takes podcast, as they welcome special guest Gary Schwartz, Founder and President of Madison Planning. Hear Gary's incredible journey from battling addiction to building a successful financial planning company. Discover Gary's unique experiences from owning a butcher shop to navigating the financial planning industry. Learn valuable life lessons on persistence, recovery, and the importance of genuine human connections in both personal and professional life.

00:00 Introduction and Welcome
01:03 Meet Gary Schwartz: From Butcher to Financial Planner
01:41 Gary's Journey to Sobriety
04:02 High School Years and Early Struggles
09:36 The Turning Point: Getting Clean
18:17 Building a Financial Planning Business
28:12 Challenges and Insights in Financial Planning
30:55 Firm Overview and Client Demographics
33:21 Personal Family Insights
36:28 Financial Planning and Insurance
41:18 Employee Loyalty and Company Culture
48:48 Future of the Financial Industry
51:13 Hot Takes and Final Thoughts