Judy Tocco: The Big Deal

Everyone Is...with Jennifer Coronado

Join us as we uncover the remarkable journey of Judy Tocco, the President and CEO of Aspire Wealth Partners. Judy's story is one of transformation and adaptability, revealing how she pioneered a position from VP of Operations at a credit union to becoming a Certified Financial Planner and starting her own wealth management company. Her narrative is an inspiring testament to creative thinking and the power of seizing opportunities even when they come in unexpected forms.
Judy discusses her thoughts on the evolution of the financial industry and the landscape of investing today, including meme stocks and the rise of digital currencies. Judy's candid discussion also sheds light on the challenges women face in finance and the potential of women-led firms to excel. Don't miss this captivating episode that not only chronicles a career in finance but also offers invaluable lessons on resilience, leadership, and never being afraid to fail.

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Chương

1. Life as a Financial Planner (00:00:00)

2. Career Transition (00:04:11)

3. Evolution of Financial Industry (00:17:26)

4. Market Analysis and Fiduciary Standard (00:21:10)

5. Retirement Reflections and Future Plans (00:29:15)