Soar Wealth Strategies – Financial Flight Academy

The Unexpected Path from Pharmacy to Financial Advising with Andrew Muska (Ep. 19)

By Financial-Flight-Academy | August 16, 2023

By turning complexity into clarity, we empower clients to make better financial decisions that align with their goals.

In this episode, co-hosts Jon Schuetz and Brent Connelly invite Andrew Muska, the newest member of the Soar Wealth Strategies team, to share his intriguing journey. Andrew’s story, from his humble beginnings working at a local pharmacy to his flourishing career in financial advising, is a testament to resilience, passion, and a deep-seated love for both numbers and people.

In this discussion, Andrew reveals:

His early influences and experiences that shaped his views on money
His initial dream of working at CVS Pharmacy and the lessons he learned about forming personal connections and delivering stellar customer service
His leap from pharmacy to banking, driven by a keen interest in numbers, and his subsequent evolution into a financial services professional
His daring move from New York to Nebraska for love, and the new professional opportunities this decision unlocked
His decision to join Soar Wealth Strategies, his admiration for the firm’s independence and collaborative approach, and his vision for serving his clients
And so much more!

Resources:

Foster Brooks

Connect With Andrew Muska:

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Andrew Muska is a skilled financial advisor with an unconventional background and a unique perspective on money management. His journey, marked by resilience, adaptability, and a love for numbers, has been characterized by distinct career shifts that have informed his approach to finance.

From an early age, Andrew exhibited an interest in understanding money, driven by key influences and experiences during his childhood. Andrew’s deep-seated passion for numbers drew him towards banking. His transition from Pharmacy to Financial Services represented a significant shift but ultimately paved the way for his evolution into a financial services expert.

Throughout his career as a financial advisor, Andrew has faced the challenges of building a client base and navigating the complexities of finance head-on. His determination and commitment to his clients’ financial success have been instrumental to his success. Andrew’s most recent career move brought him to Soar Wealth Strategies, where he values the firm’s independent and team-based approach to wealth management.

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From Homelessness to Entrepreneurship with Liz Dein (Ep. 11)

By Financial-Flight-Academy | April 19, 2023

Get ready to be inspired by Liz’s incredible journey from homelessness to being a successful business owner!

Liz shares her story of being a homeless single mother, forced to leave with only one bag of belongings and no money. Despite facing tremendous hardship, Liz persevered, working at a steakhouse and eventually enrolling in cosmetology school. With the help of state programs and support from others, Liz was able to complete her degree and start her successful career.

In this week’s episode, we sit down with Liz Dein, the owner of Liz Henne Studios, to hear about her path to becoming a professional cosmetologist and why it is important for financial planners to understand the motivation behind what people want to do with their money.

Liz discusses:

How she went from a homeless single mother to a professional cosmetologist
What she sacrificed to get to where she is today
The people who helped her along the way
The state programs and opportunities she took advantage of to survive
And more!

Resources:

Connect With Jon Schuetz and Brent Connelly:

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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.

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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.

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