S3E39 – Interning at a Financial Advisory Firm with Shane Topping

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Join us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of interning at a financial advisory firm, the lessons learned from working in a smaller team environment, and the importance of adaptability and innovation in financial services.

Key Discussion Points

• Internship Experience:
  • Shane shares how he discovered the internship opportunity at SRB.
  • The benefits of interning at a smaller firm, such as the ability to pivot quickly and be involved in decision-making processes.
• Financial Advice for Young Professionals:
  • Discussion on financial planning post-graduation.
  • Shane’s insights on the power of compounding and starting investments early.
  • Balancing investment with life goals like buying a house or further education.
• Technological Advancements in Finance:
  • The advantage of smaller firms in adopting new technologies.
  • Shane has experience with AI and tech discussions at industry events.

Guest Spotlight

• Shane Topping:
  • Background in finance and wealth management.
  • Plans to continue growing in the financial advisory field post-internship.

Conclusion

• Takeaways:
  • The importance of being adaptable and open to new technologies.
  • Encouragement for young professionals to find a balance between immediate life goals and long-term financial planning.

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Tune in for an engaging discussion that blends real-world financial insights with personal growth and career development tips for aspiring financial professionals.

About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.