By Andrea Thompson, CFP, CRPC (US), CLU, CHS, CCS

On the latest episode of Modern Cents Podcast, David P. O'Leary, CFA, MBA and I discuss a personal story of declaring bankruptcy - what led to that decision, how it was overcome, and helped to shape David as a financial professional today. For those unsure as to whether your clients are candidates for bankruptcy, this could be a very handy podcast!

First discussed in an article in 2020, David delves into his experience with easy access to leverage during the late 1990's tech boom, and how that shaped his access to, and view of investing in his early adult life. Today, David runs a successful advice-only planning firm, Kind Wealth.

Join us for this thought provoking conversation, wherever you get your podcasts, and on Youtube.