The Insider's Ledger
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Please note that all information on this site is for educational purposes only and should not be considered financial advice.
Stuck in the Middle: How to Grow Wealth Without Sacrificing Joy
Welcome to the mid-career money trap — that in-between stage where you’re no longer just surviving, but still struggling to make meaningful progress toward long-term wealth. In this post, I unpack why so many professionals feel financially stagnant during what should be their prime earning years, and how to strike the right balance between enjoying life today and building security for tomorrow.
2 Years In Finance | Here’s What No One Told Me
Two years ago, in March 2023, I made a bold career shift into financial services. Now, after two years in the industry, I’m sharing an update on my journey—along with the one thing no one told me about working in finance.
Graduation
A few weeks ago on LinkedIn, I shared the cover page of my MBA research project, and several colleagues reached out, asking if I would post the full research. Today marks my final day in graduate school, and I’m proud to say I have officially completed my MBA!
General Disclosure
I am a investment advisor and a shareholder of Dew Wealth Management. While I am an employee of Dew Wealth Management, the views and opinions expressed on this social media page, my blog, and my videos are solely my own and do not represent the official views or opinions of Dew Wealth Management.
Not Financial Advice
All content shared on this platform, including but not limited to posts, videos, blogs, and comments, is for informational and educational purposes only. Nothing presented should be considered as financial advice or a recommendation to buy, sell, or hold any financial product or security without entering into a formal advisory relationship.
Personal Interest Disclosure
As a shareholder of Dew Wealth Management, I have a personal interest in the growth and success of the business. However, this does not influence the objectivity of any information shared.
Creative Expression
My blog and videos are a form of personal expression and should be viewed as artistic content reflecting my thoughts and experiences, not as professional advice or endorsements.
Regulatory Compliance
As a licensed financial professional, I am committed to adhering to all relevant regulatory standards and maintaining the highest level of ethical practice. This platform is intended to comply with applicable laws and regulations governing financial professionals.
Limitation of Liability
Neither I nor Dew Wealth Management shall be held responsible for any losses, damages, or liabilities incurred as a result of actions taken based on the content presented on this platform. Always consult with a qualified financial advisor before making any financial decisions.