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Listen to the audio version of episode #025
Watch the video version of episode #025

Episode Summary

Financial advisor and recent graduate, JD Klopfenstein, joins me on the show for this episode. 

In this episode we discuss:

  • [2:16] What is JD up to these days?
  • [3:56] Does JD consider what he does as an entrepreneur?
  • [6:19] How has JD overcome selling financial services as someone who is only two years out of school?
  • [7:32] How did JD build his confidence?
  • [8:58] Why did JD choose to go to a community college before transferring to The University of Iowa?
  • [10:21] Is there still a stigma associated with attending a community college rather than going to a 4-year school?
  • [11:33] Did JD's parents resist his decision to go to a community college?
  • [13:15] Has most of JD's knowledge come from on-the-job learning?
  • [15:33] Why did JD join his professional fraternity and associations while in college? 
  • [19:42] Is there anything JD wishes that college would have taught?
  • [22:40] How did JD go about finding his internships?
  • [25:58] What is the most important thing JD learned during his internships?
  • [27:42] What's one thing that JD would want current college students to know?
  • [29:36] What are the most common financial mistakes college students and recent grads make?
  • [32:26] Final thoughts from JD 
  • [34:03] What's the best place for people to connect with JD?
  • [35:00] Closing thoughts from Ryan

Resources Mentioned


Guest Details

JD Klopfenstein, FSCP is a financial advisor for Principle Financial Group. 

Born and raised in Mount Pleasant, IA. Went to Southeastern Community College in West Burlington for my first 2 years of school, then finished out my B.A in Finance from the University of Iowa. I knew that I wanted to work in the financial industry as a Financial Advisor as soon as I got out of high school. All of my internships have been finance related in different companies and positions (the info is on LinkedIn) I currently work as a Financial Advisor with Principal Financial Group and run my own practice. I enjoy having the flexibility to run my practice as my own and build it how I’d like and it allows me the time to travel and visit new people and places!

Want to connect with JD? 


RYAN GLICK

Ryan has been heavily involved in the world of Information Technology and entrepreneurship since the early 2000s. From small business consulting to Fortune 500 IT leadership, Ryan has a wide array of tech industry knowledge. Ryan has his BBA and MBA from the University of Iowa. Connect with Ryan on Twitter or Instagram.


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