Uncommon Wealth Partners
Uncommon Wealth Partners
Meet Cody | Interview with Cody Kowalski
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Phillip Ramsey hosts the latest Uncommon Wealth podcast episode featuring Cody Kowalski, the first-ever intern at Uncommon Wealth. Cody shares his journey, including his recent marriage and honeymoon, his passion for financial planning, and a potential career in ministry. Cody discusses his current role and responsibilities as an intern, focusing on creating a one-page financial plan and formulating a marketing calendar. This episode offers insights into Cody’s aspirations and provides a glimpse into the unique approach Uncommon Wealth takes towards financial planning.

Timestamp Summary

  • 0:00 Introduction and Guest Welcome
  • 0:41 Cody’s Background and Internship Choice
  • 3:13 Phillip’s Perspective on Cody’s Role
  • 5:03 Cody’s Excitement and Responsibilities
  • 7:06 Day-to-Day Operations at Uncommon Wealth
  • 10:08 Cody’s Future Vision
  • 13:29 Reflection and Conclusion