You want a financial advisor who is cool under pressure and able to take excess emotion out of things, while maintaining an ability to execute. So, what better background than being a Green Beret? Kyle Bean earned his way onto the elite US Army Special Forces and served his nation on many missions over several years. Now that his military career has come to a close he decided to locate to the Berkshires with his wife and specialize in a new profession: financial advising. In this episode we get to know Kyle better, and learn about his journey here. We also cover a lot of ground with Kyle and Matt Chester of Tableaux Wealth in regard to the current economic situation, how to plan and adapt to the record inflation, the changes on returns on bonds and the death of the so-called 60/40 rule, chasing investments by Nancy Pelosi’s husband and other “whales,” learning from curious investors, growing a small firm and beginning to tell their story and how to make financial planning interesting and evening exciting for clients. I hope you’ll enjoy my conversation with Kyle Bean and Matt Chester of Tableaux Wealth. — Support this podcast: https://anchor.fm/john-krol/support
