Always great when good friends make the trip to Philadelphia.
Had a chance to spend the day with my friend,
@FiSurgi, recording a podcast with Kate Duffy. We covered everything from investing and financial literacy to the importance of helping people make smarter financial decisions.
Conversations like these remind me how much we can learn when different perspectives come together.
Of course, I tried to give David the full Philadelphia experience and convinced him to try some scrapple (some say the worlds greatest food creation). Unfortunately, the doctor prevailed. Instead, we ended up at a Michelin-starred ⭐️⭐️⭐️ seafood restaurant - typical 😜
doctors… always making the “healthy” choice.
Then spent some time walking the city in this Canadian smoke and chatted it up with FinServ Foundation mentor and my colleague at Bryn Mawr Trust Chuck Posnecker, CFA, CFP®, CTFA, AEP®, CAP®
Thanks for your friendship everyone and give back to the world! Very great day
Thanks for making the trip, David. Looking forward to sharing the podcast soon!