In this episode of The Loco Experience podcast, I had a far-ranging conversation with Jesse Jorgensen, a Partner in Foresight Financial Group. We discussed his early career and evolution, including his path to partnership at Foresight and the evolution of their firm to provide comprehensive financial planning services - including wealth management, tax planning, and estate planning. Jesse shares insights into Foresight’s rapid growth, and the values and principles that guide their advising. He emphasized the importance of having an emergency fund, managing risks with appropriate insurance, and investing wisely while being prepared for unexpected life events.

Jesse shared the early influences that got him into financial planning, contrasting the financial lifestyles of his father’s and mother’s households as he split time between them, and reflecting on a move to Jackson Hole, Wyoming in his teenage years, where he met his now-wife Megan in high school. We also dive into Jesse's personal growth journey, his faith, and his passion for fitness. The conversation touches on broader topics such as economic outlooks, attitudes toward regulation, and the evolving political climate, and features a robust blend of professional (but not specific!) advice and personal anecdotes. So please enjoy, as I did, my conversation with Jesse Jorgenson.

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Music By: A Brother's Fountain