What does financial advising actually look like when you get beyond investments, charts and market predictions?

In this episode of Un‑Eff Your Finances, Nick sits down with summer intern Ryan Dunn, an All-American golfer and senior at Oglethorpe University to unpack what Ryan learned during his firsthand look at the financial-planning profession.

They discuss why every financial plan has to be personal, the importance of understanding the person behind the portfolio, and why an advisor’s real job often comes down to answering one question: “Am I going to be okay?”

They also get into:

• What college teaches about finance—and what it doesn’t
• Why financial advising is a people business
• Using AI as a tool without letting it do your thinking
• Investing versus chasing social-media trading hype
• The entrepreneurial reality of building an advisory practice
• Why experience and real client conversations matter
• Ryan’s promotion from summer intern to Director of Golf
• The very loud hole-in-one that capped off an unforgettable summer

It’s a candid conversation about planning, people, technology, career lessons and golf—with just enough questionable HR material to keep things interesting.

Subscribe to Un‑Eff Your Finances for practical conversations about retirement, taxes, investing and making smarter financial decisions without all the unnecessary financial-industry nonsense.