In this episode of Un Niched, Andrea McGrew interviews Teresa and Jim Yent of Golden Years Advisors about working together as a married couple. Joining Andrea is her husband, Matt McGrew, to offer his perspective on working with Andrea at USA Financial. Each couple shares insights and advice about the joys and pitfalls about working with your spouse.
Show Notes & References
Contact Information:
Website: https://www.goldenyearsadvisors.com/
Biography:
Teresa Yent has been serving the triangle since 1997 when she first began helping retirees and seniors find affordable health insurance, long term care, and fixed annuities. At that time, her business was called Golden Years Insurance Agency.
Jim Yent joined the firm in 2002 after he was the blessed recipient of a transplanted kidney. After Jim joined the firm, they expanded by adding their investment and advisory services offering portfolio management and securities products. They also changed their name to Golden Years Advisors LLC to better reflect their core mission with clients.