Roger Ma, CFP, is an award-winning financial planner at lifelaidout, a publisher strategist at Google, contributor to Forbes, and author of Work Your Money, Not Your Life: How to Balance Your Career and Personal Finances to Get What You Want. He helps people set and reach financial goals that are aligned with their values and priorities and achieve peace of mind by helping them understand what’s ‘enough.’
Roger was named one of Investment News’ ‘40 Under 40’ in financial planning in 2017, and one of the Top 100 Most Influential Financial Advisors by Investopedia in 2018 and 2019. In addition, Roger’s personal finance advice has appeared in numerous publications, including Bloomberg, CBS News, CNBC, and The Washington Post.
Roger joins Rich to share how to balance your financial and career aspirations in a fulfilling way. He discusses the lessons he has learned from running a business during the COVID-19 pandemic, including the need for flexibility.
“There is no such thing as a dream job … you can work in a job that funds your expenses, and at the same time, you can pursue things outside of that job to satisfy some of those needs that aren’t being satisfied in your job.” – Roger Ma
Roger also shares what inspired him to write his book – which covers both your money and your career – how each of these facets of your life impacts the other, and how to make them compliment each other.
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