In our very first episode of Saturday State of Mind, we’re pulling back the curtain on the journey that brought us here—how we built Arcadia Financial from the ground up, quite literally from our basement.
We have spent over a decade building a financial practice centered around helping clients believe that retirement should feel like every day is a Saturday!
But getting here wasn’t easy. There were tough decisions, financial risk, and more than a few moments where we questioned if we were making the right move.
Key Takeaways
- Welcome to Saturday State of Mind – Our First Episode!
- Taking the entrepreneurial leap and quitting our jobs
- Our first-ever live seminar: Expensive and humbling
- Creating strong relationships eventually pays off
- Pivoting from being transactional and creating significance
- COVID shut us down but we preserved and kept growing
- The road to providing comprehensive financial planning
- What it’s REALLY like to work with your spouse
- A sneak peek at future episodes of the podcast
Resources
- Arcadia Financial
- Arcadia Financial on LinkedIn | Facebook | Instagram
- Michael Panico on LinkedIn | Facebook | X/Twitter
- Jessica Panico on LinkedIn
- Arcadia Tax
- Regus
- Mad Money
- Groundhog Day
- Suze Orman
- Ned Ryerson
INSPIRING QUOTES
- “Retirement, it’s like being on a permanent vacation, right? So, if you plan for it the right way and you’re in the right mindset, it’s an incredible period of your life.” – Mike Panico
- “Your money doesn’t matter–until it’s the only thing that matters.” – Mike Panico
- “We made a decision somewhere in that pandemic that if we were going to really help people like full spectrum, we couldn’t depend on other ancillary professionals to fill those gaps for our clients because we couldn’t control those relationships.” – Mike Panico
DISCLOSURE
Arcadia Wealth Management, LLC (Arcadia) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The information presented in this video is for educational and informational purposes only and is intended for a broad, general audience. It is not intended as, and should not be construed as, an offer, solicitation, or recommendation to buy or sell any securities or to adopt any investment strategy. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, philosophies, or client experiences are illustrative and may not be representative of all clients or outcomes.
This episode features Liz Nolin of Nolin Law, an independent attorney not affiliated with Arcadia Wealth Management, LLC. Arcadia may refer clients to Nolin Law; however, Nolin Law operates independently and is solely responsible for the legal services it provides. The content of this episode reflects the attorney’s independent views and should not be construed as legal advice. Please consult a qualified attorney for guidance specific to your situation.
Arcadia makes every effort to ensure that the information presented is accurate at the time of publication. Any errors are unintentional. Content is for informational purposes only and should be verified with a qualified professional for guidance specific to your situation. No portion of this communication should be construed as tax, legal, or accounting advice.
Investment advisory services are provided through Arcadia Wealth Management, LLC, an SEC-registered investment adviser. Insurance products and services are offered through Arcadia Financial Group, LLC, by appropriately licensed agents. Bookkeeping and tax preparation services are provided by Arcadia Tax, LLC. These affiliated entities operate independently but are under common ownership.
To review our Form ADV Part 2A, visit: https://adviserinfo.sec.gov/firm/summary/284925
Website: https://arcadia.financial/ Contact: retire@arcadiafg.com (603) 681-9190.
