Decanting Your Financial Future

A Monthly Newsletter for Wine & Spirits Sales Execs Who Want to Retire Well

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What's Inside Every Issue?

You work in one of the most exciting industries in the world. The tastings, the relationships, the culture... it's a career most people would envy.But variable compensation, industry headwinds, and a packed schedule can make planning for your financial future feel like an afterthought.Decanting Your Financial Future is the newsletter built specifically for you - someone who knows their Bordeaux but wants to know their 401(k) just as well.Each month, you'll get:

  • A financial tip tailored to your world: advice written specifically for wine & spirits sales execs

  • Notable industry news and happenings in the wine & spirits space

  • Joe's latest: highlights from his recent podcasts and LinkedIn posts you won't want to miss

  • Upcoming events: speaking gigs and events where you can connect with Joe in person

  • What Joe's drinking: because what kind of newsletter would this be without a recommendation?

It's one email a month. No spam or pitches - just genuinely useful content from someone who understands your industry and your financial goals.

Meet Joe

Ready to Take Control of Your Financial Future?

Join a community of wine & spirits sales professionals who are planning smarter, staying informed, and enjoying every sip along the way.

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You can unsubscribe at any time. No hard feelings.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Associated Financial Planners, LLC and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, MD, MA, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN TX, VA &WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice. Cambridge’s Form CRS (Customer Relationship Summary)

Hooray! You're in! 🍷 Welcome to Decanting Your Financial Future.

We're so glad you're here. Keep an eye on your inbox - your welcome email is on its way.Each month, you'll get a financial tip tailored specifically to your world in wine and spirits, a peek at what Joe's drinking, the latest industry news, and more.Cheers to planning a future worth toasting to!- Joe Stephens, CFP®

PS - If you don't see the email in your inbox within a few minutes, please check your spam folder and mark it as 'Not Spam.' This will help ensure that all our future emails land where they belong. Thanks!

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