Lemonade Maker Mark Holden -- The Art of Wealth and Wisdom

Episode Links:

Vestor Capital

Summary:

In this episode of The Corvus Effect, Mark Holden, a wealth management advisor with nearly two decades of experience. We explore topics such as balancing professional expertise with family life and community involvement, the holistic concept of wealth, and the psychology behind financial planning. Mark shares his journey from the South to Chicago, his transition from theater to finance, and his insights on self-leadership, vulnerability, and effective parenting. The discussion also touches on the importance of building relationships and breaking negative self-talk.

Show Notes:

00:38 Meet Mark Holden: Wealth Management Advisor

02:51 Mark's Journey: From the South to Chicago

04:59 Discovering Improvisation and Financial Management

09:18 Holistic Wealth and Retirement Planning

14:44 The Psychology of Financial Planning

18:06 Self-Leadership and Overcoming Isolation

23:43 Parenting and Personal Growth

30:08 Final Thoughts and Legacy

33:06 Closing Remarks and Resources

Transcript: