When life wants to throw you a curveball, it gives you the year 2020. But regardless of how crazy things get, history tells you the U.S. economy always thrives in the long term as technological revolutions seem to happen every 50 years or so. In this podcast, Andrew Whalen – the CEO of Whalen Financial – gives his thoughts on the current uncertainties of the political landscape, why financial markets actually like a divided government, and why we may be entering the “Age of Connected Intelligence” with great innovations such as blockchain technology (which he thinks will be one of the major disruptive technologies over the coming years). All this points to an optimistic conclusion: get moving on your Regulation A or CF crowdfunding projects now, so as not to miss out on opportunities due to fear and inaction.
Get ready for some good news! Because innovation provides strong economic growth, it triumphs over just about any uncertainty over the long-term and that’s the mindset of Mr. Whalen’s company. Whalen Financial helps publicly traded companies and investors by providing a new perspective on financial planning with their team of financial advisors centered on investment management and comprehensive financial planning.
Their wealth management services include retirement planning, income planning, investment & portfolio management, estate planning, and tax planning to name a few. The company takes pride in creating and guiding their clients along a clear path while pursuing financial success, even when complex situations arise. And a big part of that is the education and empowerment with a mindset that not only has an optimistic view of the future, but by also providing confidence and financial understanding to protect their clients’ interests while cultivating healthy growth.
And after you listen to this podcast, you’ll understand why blockchain is a significant trend that simply can not be ignored and will be the catalyst for many long-term investment opportunities and equity crowdfunding deals – and it won’t even matter who the President is (as long as there’s divisiveness in government!) Contact Andrew by calling him toll-free at 866-600-3030, direct at (702) 878-3900, by email here, or you can visit the Whalen Financial at www.WhalenFinancial.com
ABOUT OUR GUEST: Andrew Whalen
Andrew grew up in Southern Nevada and Utah and was raised in the financial advisory business. He started investing by the age of 13. Learning the ropes from his father, who led the Whalen Group, he co-hosted a weekly radio program with his father called “Let’s Talk Money” on KDWN-AM, which ran from 1981-2007.
His experience and business acumen, honed from a very young age, has allowed him to navigate the hurdles of the industry while connecting with clients of all ages and backgrounds.
In 2010, Andrew Whalen purchased the Whalen Group from his father and transitioned it into a true wealth management firm that focuses on taxes, estate planning and wealth and investment management.
From the beginning of the transition, Andrew has grown the business by focusing his attention on white glove client services and the utilization of technology. He sees this as a key advantage in producing results for his clients.
Andrew graduated from Purdue University. He currently holds FINRA Series 7, 63 and 65 licenses through LPL Financial, and is a licensed Nevada Life and Variable Insurance Producer.
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