Meet Robert Cannon

ABOUT THIS EPISODE

Do you like to hear the backstory and understand the heartbeat behind what fuels someone's passion? Why do they do what they do? Then you should listen to this insightful interview and you'll soon know more than many close friends.

And welcome to the putting your retirement interest first podcast with financial expert and number one Amazon bestselling author Robert Cannon. Each episode features helpful, inside practical tips and reliable strategies to help make your retirement as enjoyable as possible. For the next few minutes, enjoyed listening as co host Bethany Bilson talks with Robert Cannon about putting your retirement interests first. Well, I am here with Robert Cannon. Robert is the author of putting your retirement interests first. It's a prioritized approach to protect your future and turn your dreams into reality. Robert, thank you so much for being with me. Thank you. Thank you very much. So it. This first chapter is just kind of the back story. So could you dive into to who you are and what you do? So I always wanted to get into financial planning and be a financial advisor. So...

...when I was younger, ballieon or not answered a blind ad, which is really weird. I wanted to do but answer a blind ad to get involved. So they, the company, paid for me to take the series seven and sixty three. I was able to work out, I was able to play basketball all I had to do stuffy. So I'm up. I did that. I passed a test and all of a sudden I was licensed to sell securities and no idea what I was doing at all. And how old are you at this point? I was good question. Twenty one years old. Okay, Twenty One, now twenty two. Sorry, twenty two years old. I was her in twenty I just turned twenty two. I was twenty one when I was studying. I just turned twenty two and at that point, no, I'm sorry, I was twenty one. Twenty one years...

...old. Crazy. It's a long time ago, obviously. Well So, twenty one years old and I wanted to help people out, you know, educate them on their finances, and the company basically said, you know, here's a he's a yellow pages. I mean, I know we don't have yellow pages anymore. I love when I speak to millennials and that's all they're like when you meet beepers, what's a beeper? What's they get? They had to be a yellow pagers and basically said all right, dial away, and I'm like, what are you talking about? What do you want to do? So wasn't exactly what I wanted to do. But I stayed in touch with the people that I was in the program with and I helped a lot of people. Well, one in particular, John, study for the series seven. He had a trouble passing the test. So I stay with him. We work together, you know, after me playing basketball, working...

...out, I helped him pass the test and when he passed the test in a month later he went to work somewhere else and he told me he was making like insane amount of money and I'm like, Oh my God, like, what are you doing? So he got a great job and he was selling securities and he basically, we didn't know at the time that these stocks were going up, and they were going up, but they were going up because there is a long story. It was basically limited amount of stock, but the stop will go up. So when I went over, I went over under the assumption that I would make a lot of money and the client would make a lot of money. I only made a lot of money for very short period of time and then he came crashing down. So ultimately wasn't what I was looking to do. So I stayed in the path and I learned that you can actually do the right thing for the client and you can...

...make money, and that's what I wanted to do. I wanted my cl I wanted the client to be happy. I wanted to clients make money and for me to make a good living doing that. So actually educating people, teaching people, in addition helping them get to their goals and spread the word and actually give you referrals and they're actually happy, and that's what I started my company on that premise. You know, when you're under someone else, you kind of have to do what they want you to do. Right. So what attracted you to this career? I mean, was it something maybe as a kid, did you see your mom or your dad like know how finances weren't you know today drill that into your head as a kid, or was that something that you were exposed to to young age? What kind of drew to financials as a career? Crazy story, but my father was a police officer, my mother's a bookkeeper. So it wasn't them as much.

My mother's really good numbers wasn't them. It was staying up late at night. And I will listen to another thing. I don't they don't have anymore. They had these infommercials. So if you stayed up to like twelve o'clock, one o'clock. They will have these infommercials, and they had infommercials on real estate, informations on stock market and training futures, on how to make millions of dollars, and I was always intrigued with the idea that you can make money in the stock market, that you could make money with money rather than work. So I gravitated towards that at a really early age. So it's probably not the best education to get when you're sixteen years old, you know, when you're supposed to be sleeping. Right the idea of, you know, taking at the time, even though it was ridiculous, taking tenzero and turning into a million dollars, was just like the best idea in the world to me. I love hearing that, though I always look back stories...

...of how people discovered their career because, even though that's kind of a roundabout way to get into it, like something in your minds sparked. Hey, I think I want to do that, and clearly it's worked out. I think it's cool that you brought up, you know that you played basketball and that kind of thing as a young guy. Do you see do you see any similarities between things like working out, I'm playing basketball, and finances. is their kind of any correlation there? For sure, absolutely. It's the same idea of working out and being healthy compared to your fine nances. You have to take it step by step. Now, you're not going to see instant results working out. You're not going to work out one day and all of a sudden you have the body of Ben a Donnis. Right. The same the finances. You're not going to save money for a month and you're like, okay, now I can go out and buy, you know, property. But if you're consistent and you consistently safe, if you consistently work...

...out, the same process and you have to stay on track and believe in the system, and it's a lifestyle and every single day you make your choice of working out, you make the same choice of not spending money or your credit card. Are Saving Money, not going on vacations, not putting things on you know, well, that looks good. Let me just order that. All families on put on my credit card. I worry about it later. It's the same idea of with working out and eating rights, the same idea and people, you know, if you make the right choice every single day. You get the results years down the road. Well, and it's true that a lot of the time it's so easy to just put things in the back of your mind or make a not so wise but very easy decision. Do you in the clients that you talk with, you think that people avoid talking about their finances just because it seems so just huge and just like a big pain and they don't want to deal with it? Do you think...

...that's a big reason why people avoid finances all the time? All the time, you know, even when they realize they have to do something, they still procrastinate. It's unbelievable, but, as I guess, it's the same thing as the gym right. Yeah, they sign people up the summer, thirty first for the New Year. They sign up and they never go, or they'll go one twice and they never goes. The same thing. I'll have an appointment with a client, then I'll have a second appointment and now they're faced with making a choice. They have to do something, but you know what they don't do. It put it off and unfortunately, if you procrastinate, you know eventually you got to pay the Piper. HMM. And thing with your health. You got to pay a piper. You have to make that decision, have a plan to stick with it and that's your plan. Yeah, and I think, I think a great first step that someone could take in being smart financially and making a good decision in that is to read your book. It's by Robert Cannon and it's called putting your retirement interests...

...first. It's a prioritized approach to protect your future and to turn your dreams into a reality. You can get the book on Amazon, and we just talked about not making an unwise purchases on Amazon. I think this would be a good one. So we should to pick up a coffee. Robert, thank you so much for spending some time with me today and and talking with me. I appreciate it. Thank you. Thank you very much. Thanks for listening to the putting your retirement interests first podcast with financial expert and number one Amazon best selling author Robert Cannon. To request a copy of Robert's best selling book or to have a conversation with him about your financial future, connect with Robert through his website, cannon wealth solutionscom.

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