Скачать или смотреть The Real Currency of Financial Planning? Trust

In this episode of BNI Partners in Excellence, Andy sits down with Nick Kolata, Financial Advisor with Edward Jones, to talk about what real financial planning looks like in today’s world of TikTok advice, viral “money hacks,” and short-term thinking.

Nick shares his journey back to Edward Jones, why trust and community matter more than trends, and how financial success is built through routine, discipline, and long-term planning—not shortcuts. From retirement planning and financial literacy to mindset, resilience, and even lessons learned from Brazilian Jiu-Jitsu, this conversation goes far beyond money.

If you’re a business owner, professional, or anyone trying to make smarter decisions about your financial future, this episode will challenge how you think about advisors, goals, and growth.

🔑 Topics covered in this episode:
Why TikTok and social media can’t replace a real financial advisor
How to find the right financial planner (fit matters)
Long-term investing vs. “too good to be true” strategies
Financial literacy gaps no one taught us growing up
The importance of community, referrals, and trust
What Jiu-Jitsu teaches about business, resilience, and mindset
Why in-person relationships are making a comeback

🎙 Guest: Nick Kolata – Financial Advisor, Edward Jones
🎧 Host: Andy – BNI Partners in Excellence
📍 Recorded in: Chula Vista / Bonita, CA
🤝 Community: BNI Partners in Excellence

🔔 Subscribe for more real conversations with business owners, professionals, and community leaders who are building trust-based businesses and long-term success.

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BNI Partners In Excellence is a group of business professionals who pass qualified referrals to one another in the spirit of "GIVERS GAIN". We meet weekly at the Chula Vista Golf Course, 7:00am each Wednesday (excluding federal holidays).

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