The Story Behind The Dala Group
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The Story Behind The Dala Group
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In this episode, Mike and Linnea share the story behind The Dala Group, from Mike’s unexpected transition from structural engineering to financial planning to building an independent wealth management firm and growing the team along the way. They also discuss their new office, their approach to financial planning and investment management, and what they’ve learned while building a business and raising a family together.
Going forward, you can expect conversations about retirement planning, Social Security, taxes, investing, charitable giving, and other financial decisions—along with a behind-the-scenes look at running a family-owned business.
Subscribe and follow along as Mike and Linnea tackle financial topics, answer your questions, and share more about life inside The Dala Group.
🌐Website: https://thedalagroup.com/
📅Book a Call with Our Team: https://oncehub.com/TheDalaGroup-IntroCall?utm_source=Podcast
Content is for educational purposes only and should not be considered personalized financial, tax, legal, or investment advice.