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CFP® Drops Financial Truth Bombs Before Retirement | Philotimo: Finances with Friends | Ep. 1

Written by
CJ Stevens, CFP®
Published on
October 7, 2025
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In this special episode (filmed on January 10th), CJ and Jerry reflect on their careers, share valuable financial insights, and discuss Jerry’s retirement after 27 years as the podcast evolves from Bantering Bosses to its new name: Finances with Friends!Join us for a trip down memory lane as Jerry recalls how he and CJ first met, his journey in finance, and the key lessons he’s learned about money along the way. And as he steps into retirement, Jerry offers his perspective on retirement planning—because the proof is in the pudding!Whether you’re just starting your financial journey or preparing for retirement, this episode is packed with insights for everyone.

This article was prepared by CJ Stevens and Jerry Kallitsis who are both mutual fund representatives with Investia Financial Services Inc. This is not an official publication of Investia Financial Services Inc. The views expressed in this article are those of the author alone, and are not necessarily those of Investia Financial Services Inc. The content is for informational purposes only, you should not construe any such information as legal, tax, investment, financial or other advice. All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity.
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