Episode from the podcastFinance In A Flash

Finance in a Flash: Get To Know Beacon: Dave Trettel

Released Wednesday, 15th January 2025

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Finance in a Flash: Get To Know Beacon: Dave Trettel

Wednesday, 15th January 2025

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On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial planning, and his experiences since joining the Beacon team. We hope you enjoy getting to know Dave!

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The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.

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Download Audio Filehttps://www.buzzsprout.com/1065799/episodes/16444445-finance-in-a-flash-get-to-know-beacon-dave-trettel.mp3

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