EPISODE 104:
PERSONAL FINANCES: SIMPLE. NOT EASY WITH FINANCIAL ADVISOR ELI ZOLLER
Host: Amy D Lux
Release Date: 06/20/2022
Release Date: 06/20/2022
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Broadway musician turned financial advisor, Eli Zoller, joins the show to talk about his career change and how he is helping others.
Topics: ⭐️ Why Eli became an advisor ⭐️ Finances can be simple, but simple is not easy ⭐️ How freelancers can benefit from financial planners ⭐️ The best way to get your financial questions answered ⭐️ What the worst outcome from meeting a financial advisor. |
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Links and Resources
FREE Lighting Templates from Andy Lowe
Black Dog Symbolism
The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 1 | Artistic Finance
The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 2 | Artistic Finance
Extras In The Patreon Episode
Listen to our extended discussion with Eli Zoller by becoming a patron! Thank you for your ongoing support.
Bonus Episode: Eli's Favorite Broadway Show
Takeaways:
⭐️ "In the red” means debt
⭐️ “In the black" means profit
⭐️ Be proactive and engage your friends with questions
⭐️ Uncertain future income is a great reason to make a financial plan.
⭐️ The bare minimum mindset to meet with an advisor is if you are thinking about your finances past the next month.
⭐️ Empathy from an advisor is nice, especially when an artist has to explain how they make money (or don't make money)
Eli Zoller
Financial Advisor
Eli Zoller | Northwestern Mutual
Eli Zoller
Born and raised just outside of Detroit Michigan, Eli moved to New York immediately after graduation from The University of Michigan BFA Musical Theatre Program.
While theatre has always been his primary passion, he quickly saw his career transition from actor to musician to music director.
However, the greatest title he has is and always will be that of proud husband to his wife Melody and proud father to their daughter Maggie.
In 2016, just before her 2nd birthday, Maggie was diagnosed on the Autism spectrum. Facing a future of mounting challenges, Eli sought a second career with two objectives: provide consistent security for his family and be a source of support for his community. Through his consistent efforts as a comprehensive financial advisor with Northwestern Mutual, Eli has achieved both of those goals and more.
Eli has built his practice on the principle that no professional pursuit or family circumstances should disqualify anyone from obtaining personal advice in securing a sustainable financial future. With on-going experience in a career path without an infrastructure for financial planning, Eli brings a unique perspective to his financial advice.
Eli’s association with Northwestern Mutual affords his clients the support of one of the strongest financial institutions in the industry while encouraging Eli to deliver non-fee based personal attention to anyone prepared to start a conversation about financial planning.
“I pride myself on running an empathetic business. I want to be the advisor that my family needed five years ago; someone who understands the unique career circumstances and difficult decisions that my family continually face while keeping a positive outlook and an open mind for the future.”
Black Dog Symbolism
The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 1 | Artistic Finance
The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 2 | Artistic Finance
Extras In The Patreon Episode
Listen to our extended discussion with Eli Zoller by becoming a patron! Thank you for your ongoing support.
Bonus Episode: Eli's Favorite Broadway Show
Takeaways:
⭐️ "In the red” means debt
⭐️ “In the black" means profit
⭐️ Be proactive and engage your friends with questions
⭐️ Uncertain future income is a great reason to make a financial plan.
⭐️ The bare minimum mindset to meet with an advisor is if you are thinking about your finances past the next month.
⭐️ Empathy from an advisor is nice, especially when an artist has to explain how they make money (or don't make money)
Eli Zoller
Financial Advisor
Eli Zoller | Northwestern Mutual
Eli Zoller
Born and raised just outside of Detroit Michigan, Eli moved to New York immediately after graduation from The University of Michigan BFA Musical Theatre Program.
While theatre has always been his primary passion, he quickly saw his career transition from actor to musician to music director.
However, the greatest title he has is and always will be that of proud husband to his wife Melody and proud father to their daughter Maggie.
In 2016, just before her 2nd birthday, Maggie was diagnosed on the Autism spectrum. Facing a future of mounting challenges, Eli sought a second career with two objectives: provide consistent security for his family and be a source of support for his community. Through his consistent efforts as a comprehensive financial advisor with Northwestern Mutual, Eli has achieved both of those goals and more.
Eli has built his practice on the principle that no professional pursuit or family circumstances should disqualify anyone from obtaining personal advice in securing a sustainable financial future. With on-going experience in a career path without an infrastructure for financial planning, Eli brings a unique perspective to his financial advice.
Eli’s association with Northwestern Mutual affords his clients the support of one of the strongest financial institutions in the industry while encouraging Eli to deliver non-fee based personal attention to anyone prepared to start a conversation about financial planning.
“I pride myself on running an empathetic business. I want to be the advisor that my family needed five years ago; someone who understands the unique career circumstances and difficult decisions that my family continually face while keeping a positive outlook and an open mind for the future.”
