Shownotes
John Rumsey is a co-founder and managing partner of RHA Wealth in Raleigh. John started his practice in 2020 and worked as a wealth manager under Merrill Lynch since 2010 prior to starting his own company. John originally thought he’d pursue in a career in academia but transitioned to teaching people about how to better manage their money.
We covered:
- Taking the leap into entrepreneurship from the corporate world
- Who should you take financial advice from?
- Practical tips for personal financial habits
- How large should your emergency fund be?
- Dave Ramsey’s 7 Baby Steps
- Should you invest in a 401K?
- Why you should always know the value of a business
- Building a book of business when you first start a company
- How to think about cryptocurrency in a portfolio
- The benefits of joining Entrepreneurs' Organization (EO)
- Setting up your network instead of viewing everyone as competitors
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Visit RHA Wealth
Connect with John on LinkedIn.
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