Life Insurance – Financial Flight Academy

Understanding Insurance With Michael Gibbons (Ep. 4)

By Financial-Flight-Academy | January 11, 2023

Insurance is an essential part of financial planning, but when shopping around for insurance coverage you may come across various products that can be confusing. Understanding the different types of insurance can help you make the best coverage decision according to your needs.

At Soar Wealth Strategies we don’t do insurance coverage but it’s certainly a part of our comprehensive process to make sure our clients and listeners are informed.

In this episode, we are joined by Michael Gibbons, an insurance agent at Advantage Insurance Agency with over a decade of experience to share some important information about insurance coverage.

Michael discusses:

What proper auto, home and personal liability insurance coverage looks like
His background, internship at Disney and how he became an insurance agent
How he’s helped Soar Wealth Strategies support their clients
What homeowners in Omaha might need to be prepared for regarding their insurance
And so much more!

Resources:

Connect With Michael Gibbons:

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Michael Gibbons has been a licensed agent with Advantage Insurance Agency since 2009.

Growing up in the suburbs of Philadelphia, he graduated and played Baseball at the West Chester University of Pennsylvania (don’t ask him what his pitching record was.) He met his wife in Florida while working at Walt Disney World and soon followed her back to her home state of Nebraska in 2000. Although Michael is a huge Philly sports fan, he LOVES Husker football. He has a daughter and son and loves to watch them play any sport or activity they are in. Michael has extensive knowledge in the Real estate industry and loves to deal with real estate investors!

Podcast: Play in new window | Download | Embed

Subscribe: RSS

Meet Our Co-host Brent Connelly (Ep. 2)

By Financial-Flight-Academy | December 14, 2022

Introducing – Brent Connelly, the other half of the dynamic duo on our podcast. Brent’s belief in helping people soar to their own success has made him the leader he is today.

In this episode, we pass the spotlight on to Brent and get to know him a little better.

Brent will share more about his upbringing, education, early experiences with investing and what he plans to bring to this podcast as Jon Schuetz interviews him.

Brett and Jon discuss:

How his father taught him the value of a dollar at a very young age
What he learned about work ethic after getting his first job at the age of 15
Why he went from pursuing teaching to becoming a financial advisor
And more!

Resources:

Connect With Jon Schuetz and Brent Connelly:

About Brent Connelly:

Brent Connelly is a Partner at Soar Wealth Strategies. He has over a decade of experience in the financial industry and over two decades of experience in business. As an advisor, Brent helps motivated, like-minded families confidently manage their wealth and confront financial uncertainty. He offers clear, straightforward advice through the implementation of actionable and trustworthy strategies.

Brent founded Soar Wealth Strategies with Jon Schuetz in 2022. Prior to going independent, Brent was a limited partner at Edward Jones, where he took pride in serving his clients and coaching new advisors to do the same. Brent’s passion for education and leadership is rooted in his upbringing.

Podcast: Play in new window | Download | Embed

Subscribe: RSS

Welcome to Financial Flight Academy with Brent Connelly and Jon Schuetz! (Ep. 1)

By Financial-Flight-Academy | December 14, 2022

We are preparing for take-off! No need to fasten your seatbelts.

In this introductory episode, Jon Schuetz, founding partner of Soar Wealth Strategies provides a little background about himself and reveals how he took the leap from television sportscaster to CERTIFIED FINANCIAL PLANNER®.

Interviewed by his co-pilot, founding partner Brent Connelly, Jon answers questions about his upbringing, the concept of this podcast, and Soar Wealth Strategies’s philosophy.

Jon and Brent discuss:

How Jon Schuetz went from introvert to television sportscaster and now CERTIFIED FINANCIAL PLANNER®
The principles SOAR Wealth Strategies stands by and their process
Why managing risk is an important part of every discussion at Soar Wealth Strategies
The upbringing that inspired Jon Schuetz to become a CERTIFIED FINANCIAL PLANNER® and how the transition happened
And more!

Resources:

Limra Study

Connect With Jon Schuetz and Brent Connelly:

About Jon Schuetz:

Jon Schuetz is a Partner at Soar Wealth Strategies. As an advisor, Jon provides clients with guidance so they can make informed financial decisions. He is dedicated to empowering his clients, helping them feel understood, informed, in control and secure with all aspects of their financial lives.

Inspired to embark on a career that makes an impact on others’ lives, Jon got his start in the financial industry in 2010 when he started a practice at Edward Jones after leaving a successful 24-year career in the broadcast industry.

Outside the office, Jon and his wife, Donna, enjoy riding their bicycles. They’ve ridden trails all over the world. They also like playing pickleball, and Jon attempts to play golf without much success.

Donna and Jon are excited to see their children begin their financial journeys. They have two sons that serve in the Air Force. Their daughter is a nurse, and they have been blessed with a grandson.

Podcast: Play in new window | Download | Embed

Subscribe: RSS