Let's Keep It Real Episode 188
Today’s awesome and exciting guest is Jeremy Shipp.
Listen on: Spotify Apple Podcasts
About Jeremy:
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. His unique financial and retirement strategies are the basis for his repeated appearances on the CBS 6 show Virginia This Morning. Shipp has also been featured in The New York Times, Forbes, Wall Street Journal, Barron’s, and US News & World Report, for his knowledgeable and proven concepts. He uses these platforms to advocate for financial literacy and promote the financial planning profession as a CFP Board Ambassador.
With a degree in Mathematics, Shipp’s ability to provide valid, verified, and logical strategies makes him the ‘go to guy’ for any financial strategy or concept considered by his clients. “I plan with a passion so my clients can live with intention.” Shipp says the success of his clients is what truly resonates with him when developing a holistic plan that incorporates their full financial picture.
As an executive coach and Chief Operating Officer with Circle of Wealth® by MoneyTrax, he empowers and trains other financial advisors to help their clients understand the future impacts of their current financial decisions.
Jeremy Shipp resides in the Richmond, Virginia area with his wife, Meagan, and their two pups, Hattie and Charlie. When he is not advising, teaching, or speaking, Shipp enjoys the outdoors, biohacking, and watching Buckeye football.
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