Jake Rudy, MBA
What is your superpower?
Engaging the audience in a way that makes (sometimes boring) topics fun.
As a church leader and graduate school lecturer I had lots of practice communicating all kinds of information to various types of learners. How you deliver a message is everything. Make it relevant, make it fun, make it applicable, make them feel something. That’s what they’ll remember.
What makes you unique as a financial services professional?
I’m personable. Connecting and laughing with others tends to build good relationships, professional and personal.
What are your beliefs about the financial planning profession?
I’m in this role because I want everyone to know: don’t wait to plan!
Like an NFL player wouldn’t go into a game without a game plan, we each need an idea of what we’re heading for in life and a good plan to make it happen.
What’s the most fun part of your job?
Hearing so many different people’s various passions and heart motivations. Bucket lists are inspiring! When someone shares with me why they get out of bed each day or what they’re aiming for, I get to share their joy. What gives people life on their unique path? What are their greatest joys? That conversation and shared experience as they pursue it is lifegiving.
What particular client personality or circumstance are you most drawn to?
I went to college and graduate school in Lynchburg, Virginia. At my church there, the median age is 65. All my close friends from that church are approaching retirement or already retired. I loved hearing their stories and still keep in touch. I appreciate having friends in different life stages so I’m reminded to look ahead or reflect back.
Another reason I love helping retirees: they tend to be more laid back. They’re usually done grinding and they’re facing a unique challenge that intrigues me: what do you do with your free time? How do you best steward the gift of free time for yourself and your community? Most of us aren’t happy with full-time vacationing, so there’s this question hovering: “What’s your job in retirement?” If we frame it right – no pressure, no worries – it can be a really fun conversation: “What do you love to do? How can we adjust your plan so you can do more of that?”
Tell a personal story that has helped motivate you to improve the financial situation of yourself and your clients or community.
I have a few:
I had a great example in my dad of what a Christian does with their resources: giving, saving, spending smart. I grew up in a family that always had enough and we enjoyed trips and extras, yet my dad was always giving. I absolutely want to follow his lead.
I studied finance in school and was really into investing right away. I helped my dormmates open up IRAs! It was fun being their go-to for getting started in investing.
Lastly, my grandparents had an advisor and a trust set up, but because they had no tax advisor, some of their estate was tied up in traditional IRA and taxed at a higher rate than necessary. When they passed, even though everyone was fine, a tax-smart estate plan would’ve allowed them to be more generous.
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