Ep 018: Darin Mastroianni on financial planning based on your goals

Darin Mastroianni is a former major league baseball player who always had a passion for finances; so after his baseball career he spent some time with his family before joining Edward Jones to help people succeed financially. In this episode we talk about accumulation, distribution, and preparing for business sale; we also chat about the importance of focusing on your needs and dreams, tax planning, life insurance, volatility and investment horizon. Yeah, we covered a lot of group. You can reach Darrin at Darin.Mastroianni@edwardjones.com

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The SSB Podcast is produced by the Small Small Business Community, a membership-based group helping small, small businesses move from chaos to confidence. Filled with owners, coaches, and other experts, the SSB Community creates & curates focused content, initiates global connections to other owners & experts, and provides price-sensitive opportunities for mastermind groups and private coaching.

Steve Fredlund is a business coach and founder of the SSB Community. He holds an MBA, is a Fellow of the Society of Actuaries and is certified in Strategic Workforce Planning. Steve has decades of experience in corporate finance, nonprofit leadership, and running his own small, small business.

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