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Healthy, Wealthy, & Wise Retirement Podcast


Mar 19, 2024

In this episode, we have a friend and fellow financial advisor, Jason Gunkel join the show. In addition to being an advisor, Jason wears the hat of Chief Investment Officer at a West Des Moines financial firm called Syverson Strege.

Syverson Strege has began to implement extended time off, or sabbaticals, as something their advisors can take advantage of. Last summer, Jason took his 6-week sabbatical away from work, and he was kind enough to share his experience and what he learned.

And while Syverson Strege is technically a competing firm, I have a lot of respect for this group and the work they do. Our follow-up to this episode will be a Part II in which we let Jason talk more specifically about the firm, what they do, and who they work best with. 

*this episode was recorded in video format, so if you'd like to watch, find us on YouTube

 

How To Rest- Sermon by Jeremy Johnson

 

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Prayers & Profits- podcast coming soon

Jason's Bio