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Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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15. How Did We Get From Answering Phones to Index Funds? with Perth Tolle

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Manage episode 448950022 series 3590071
Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perth’s journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how community support can help you bounce back from challenges. Listen for tips on investing, new markets, and the power of connections.

Connect with us!

Perth Tolle on LinkedIn

Life + Liberty Indexes

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 448950022 series 3590071
Content provided by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perth’s journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how community support can help you bounce back from challenges. Listen for tips on investing, new markets, and the power of connections.

Connect with us!

Perth Tolle on LinkedIn

Life + Liberty Indexes

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

  continue reading

32 episodes

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