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Bill Bloom is the President of Bloom Financial Company, where Bill and his team help individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill holds “Retire as You Desire” educational events for clients and guests on a regular basis and believes that when clients truly understand the financial landscape of retirement they make better informed decisions about their retirement planning. Bill is also an author and you can get his latest books “Retire as You Desire, You Guide to Happy and Healthy Retirement” and “Money Habits for Success” on Amazon.
Mike and Bill cover a ton of great stuff in this episode like how Bill realized at a young age he wanted to help people financially and create better financial habits, how he knew in college that he wanted to be a financial advisor, the sacrifices he made working 80-100 hours a week to network and build a client base in his early 20s, why he took the entrepreneurial leap he took to start his own financial planning agency at 28, how’s he grown the business to be a world class agency in the demanding Chicago market, the impact of the COVID-19 pandemic on client meetings, and why he believes retirement for his clients is really about helping clients find purpose in their next stage of life, and much more.
And now here’s Bill Bloom.
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